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

Strategic Financial Services’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	$410K	Sell	1,518 -614	-29%	-$176K	0.02%	114
2026 Q1	$663K	Sell	2,132 -46	-2%	-$14.7K	0.03%	91
2025 Q4	$713K	Buy	2,178 +246	+13%	+$75.3K	0.03%	83
2025 Q3	$587K	Buy	1,932 +117	+6%	+$35.6K	0.03%	85
2025 Q2	$530K	Buy	1,815 +25	+1%	+$7.71K	0.03%	86
2025 Q1	$559K	Hold	1,790	–	–	0.03%	81
2024 Q4	$519K	Buy	1,790 +975	+120%	+$291K	0.03%	93
2024 Q3	$248K	Hold	815	–	–	0.01%	124
2024 Q2	$208K	Hold	815	–	–	0.01%	130
2024 Q1	$230K	Buy	815 +14	+2%	+$4.07K	0.01%	120
2023 Q4	$238K	Sell	801 -251	-24%	-$68.3K	0.02%	116
2023 Q3	$277K	Hold	1,052	–	–	0.02%	106
2023 Q2	$303K	Buy	+1,052	New	+$306K	0.02%	107
2020 Q3	–	Sell	-1,863	Closed	-$344K	–	129
2020 Q2	$344K	Hold	1,863	–	–	0.04%	103
2020 Q1	$308K	Buy	1,863 +42	+2%	+$8.28K	0.04%	103
2019 Q4	$360K	Sell	1,821 -160	-8%	-$31.7K	0.04%	112
2019 Q3	$425K	Hold	1,981	–	–	0.05%	110
2019 Q2	$411K	Buy	1,981 +255	+15%	+$50.5K	0.05%	110
2019 Q1	$328K	Sell	1,726 -82	-5%	-$14.9K	0.05%	115
2018 Q4	$321K	Buy	1,808 +106	+6%	+$18.8K	0.05%	115
2018 Q3	$285K	Sell	1,702 -32	-2%	-$5.13K	0.04%	109
2018 Q2	$272K	Sell	1,734 -10	-0.6%	-$1.62K	0.04%	112
2018 Q1	$273K	Sell	1,744 -23	-1%	-$3.78K	0.04%	104
2017 Q4	$304K	Sell	1,767 -75	-4%	-$12.6K	0.05%	111
2017 Q3	$289K	Sell	1,842 -781	-30%	-$122K	0.05%	110
2017 Q2	$402K	Buy	+2,623	New	+$379K	0.07%	101
2016 Q2	–	Sell	-21,132	Closed	-$2.66M	–	100
2016 Q1	$2.66M	Sell	21,132 -5,701	-21%	-$681K	0.62%	69
2015 Q4	$3.17M	Buy	26,833 +560	+2%	+$62.6K	0.83%	43
2015 Q3	$2.59M	Buy	26,273 +660	+3%	+$64.3K	0.72%	63
2015 Q2	$2.44M	Sell	25,613 -1,710	-6%	-$165K	0.68%	71
2015 Q1	$2.66M	Sell	27,323 -222	-0.8%	-$21.1K	0.69%	72
2014 Q4	$2.58M	Buy	27,545 +90	+0.3%	+$8.43K	0.7%	73
2014 Q3	$2.6M	Buy	27,455 +450	+2%	+$42.9K	0.73%	68
2014 Q2	$2.72M	Buy	27,005 +75	+0.3%	+$7.57K	0.75%	64
2014 Q1	$2.64M	Buy	26,930 +1,110	+4%	+$106K	0.77%	68
2013 Q4	$2.5M	Sell	25,820 -210	-0.8%	-$20.2K	0.79%	61
2013 Q3	$2.5M	Buy	26,030 +1,000	+4%	+$97.6K	0.84%	48
2013 Q2	$2.48M	Buy	+25,030	New	+$2.51M	0.88%	47

Other funds holding MCD

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Strategic Financial Services reduced its McDonald's (MCD) stake by 29% in Q2 2026, selling an estimated $176K and leaving 1,518 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #114.

Strategic Financial Services first reported a position in MCD in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.17M in Q4 2015. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Strategic Financial Services held 1,518 shares of McDonald's worth $410K as of Q2 2026.
Strategic Financial Services sold 614 McDonald's shares in Q2 2026, an estimated $176K.
McDonald's made up 0.02% of Strategic Financial Services's portfolio in Q2 2026, its #114 holding.
Strategic Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 38 quarters since.
Strategic Financial Services's McDonald's position peaked at $3.17M in Q4 2015.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.