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Talbot Financial’s McDonald's MCD Stock Holding History

Talbot Financial’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 		$9.92M Buy
36,694
+881
+2% +$253K 0.73% 42
2026
Q1 		$11.1M Buy
35,813
+478
+1% +$152K 0.94% 41
2025
Q4 		$10.8M Buy
35,335
+276
+0.8% +$84.5K 0.89% 42
2025
Q3 		$10.7M Buy
35,059
+2,063
+6% +$628K 0.9% 44
2025
Q2 		$9.64M Buy
32,996
+6,881
+26% +$2.12M 0.91% 45
2025
Q1 		$8.16M Sell
26,115
-633
-2% -$189K 1.02% 42
2024
Q4 		$7.75M Buy
26,748
+521
+2% +$155K 0.92% 41
2024
Q3 		$7.99M Buy
26,227
+623
+2% +$172K 0.97% 41
2024
Q2 		$6.52M Sell
25,604
-195
-0.8% -$51.7K 0.84% 42
2024
Q1 		$7.27M Buy
25,799
+1,078
+4% +$314K 0.97% 42
2023
Q4 		$7.33M Buy
24,721
+1,397
+6% +$380K 1.1% 37
2023
Q3 		$6.14M Buy
23,324
+377
+2% +$108K 1.07% 37
2023
Q2 		$6.85M Sell
22,947
-326
-1% -$94.7K 1.16% 37
2023
Q1 		$6.51M Buy
23,273
+434
+2% +$116K 1.21% 33
2022
Q4 		$6.02M Buy
+22,839
New +$6.03M 1.24% 35

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

Talbot Financial's MCD Position: Q2 2026 in Review

Talbot Financial increased its McDonald's (MCD) stake by 2.5% in Q2 2026, buying an estimated $253K and bringing the position to 36,694 shares worth $9.92M. The position accounts for 0.73% of the portfolio, ranked #42.

Talbot Financial first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Talbot Financial held 36,694 shares of McDonald's worth $9.92M as of Q2 2026.
  • Talbot Financial bought 881 McDonald's shares in Q2 2026, an estimated $253K.
  • McDonald's made up 0.73% of Talbot Financial's portfolio in Q2 2026, its #42 holding.
  • Talbot Financial first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Talbot Financial's McDonald's position peaked at $11.1M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.