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

Team 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 		– Sell
-18
Closed -$5.51K – 173
2026
Q1 		$5.51K Hold
18
– – ﹤0.01% 218
2025
Q4 		$5.39K Hold
18
– – ﹤0.01% 211
2025
Q3 		$5.33K Buy
18
+1
+6% +$304 ﹤0.01% 209
2025
Q2 		$5.09K Buy
+17
New +$5.24K ﹤0.01% 199
2024
Q1 		– Sell
-17
Closed -$4.99K – 137
2023
Q4 		$4.99K Hold
17
– – ﹤0.01% 143
2023
Q3 		$4.41K Buy
+17
New +$4.85K ﹤0.01% 147

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Team Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 18 shares — an estimated $5.51K sold.

Team Financial Group first reported a position in MCD in Q3 2023 and held it in 6 quarters. The position peaked at $5.51K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Team Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 18 McDonald's shares in Q2 2026, an estimated $5.51K.
  • Team Financial Group first reported a position in McDonald's in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's McDonald's position peaked at $5.51K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.