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Strategic Financial Concepts’s McDonald's MCD Stock Holding History

Strategic Financial Concepts’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 		$391K Buy
+1,448
New +$415K 0.12% 156
2025
Q4 		– Sell
-1,001
Closed -$304K – 221
2025
Q3 		$304K Sell
1,001
-65
-6% -$19.8K 0.04% 189
2025
Q2 		$311K Buy
1,066
+166
+18% +$51.2K 0.04% 195
2025
Q1 		$281K Buy
900
+20
+2% +$5.98K 0.05% 249
2024
Q4 		$255K Buy
880
+38
+5% +$11.3K 0.05% 273
2024
Q3 		$257K Buy
842
+744
+759% +$205K 0.08% 198
2024
Q2 		$25K Buy
+98
New +$26K 0.01% 313

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Financial Concepts's MCD Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in McDonald's (MCD) in Q2 2026: 1,448 shares worth $391K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in MCD as recently as Q3 2025.

Strategic Financial Concepts first reported a position in MCD in Q2 2024 and has held it in 7 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Strategic Financial Concepts held 1,448 shares of McDonald's worth $391K as of Q2 2026.
  • McDonald's was a new Strategic Financial Concepts position in Q2 2026.
  • McDonald's made up 0.12% of Strategic Financial Concepts's portfolio in Q2 2026, its #156 holding.
  • Strategic Financial Concepts first reported a position in McDonald's in Q2 2024 and has held it in 7 quarters since.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.