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Strive Financial Group’s McDonald's MCD Stock Holding History

Strive Financial Group’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 		$92.7K Sell
343
-33
-9% -$9.46K 0.04% 210
2026
Q1 		$117K Sell
376
-52
-12% -$16.6K 0.06% 149
2025
Q4 		$131K Buy
+428
New +$131K 0.07% 147

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 $3.37T AUM 44.26% 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

Strive Financial Group's MCD Position: Q2 2026 in Review

Strive Financial Group reduced its McDonald's (MCD) stake by 8.8% in Q2 2026, selling an estimated $9.46K and leaving 343 shares worth $92.7K. The position accounts for 0.04% of the portfolio, ranked #210.

Strive Financial Group first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $131K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Strive Financial Group held 343 shares of McDonald's worth $92.7K as of Q2 2026.
  • Strive Financial Group sold 33 McDonald's shares in Q2 2026, an estimated $9.46K.
  • McDonald's made up 0.04% of Strive Financial Group's portfolio in Q2 2026, its #210 holding.
  • Strive Financial Group first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's McDonald's position peaked at $131K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.