Stonebridge Financial Group (Pennsylvania)’s McDonald's MCD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.47M	Buy	20,246 +1,823	+10%	+$523K	0.42%	65
2026 Q1	$5.73M	Buy	18,423 +439	+2%	+$140K	0.47%	57
2025 Q4	$5.5M	Buy	17,984 +399	+2%	+$122K	0.47%	54
2025 Q3	$5.34M	Buy	17,585 +149	+0.9%	+$45.3K	0.47%	55
2025 Q2	$5.09M	Buy	17,436 +344	+2%	+$106K	0.49%	50
2025 Q1	$5.34M	Buy	17,092 +448	+3%	+$134K	0.57%	43
2024 Q4	$4.82M	Buy	+16,644	New	+$4.96M	0.53%	45

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MCD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its McDonald's (MCD) stake by 9.9% in Q2 2026, buying an estimated $523K and bringing the position to 20,246 shares worth $5.47M. The position accounts for 0.42% of the portfolio, ranked #65.

Stonebridge Financial Group (Pennsylvania) first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.73M in Q1 2026. 3,018 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 20,246 shares of McDonald's worth $5.47M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 1,823 McDonald's shares in Q2 2026, an estimated $523K.
McDonald's made up 0.42% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #65 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s McDonald's position peaked at $5.73M in Q1 2026.
3,018 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.