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Unify Financial Advisors’s McDonald's MCD Stock Holding History

Unify Financial Advisors’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 		$250K Sell
924
-56
-6% -$16.1K 0.23% 80
2026
Q1 		$304K Sell
980
-19
-2% -$6.05K 0.32% 72
2025
Q4 		$305K Buy
+999
New +$306K 0.32% 72

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unify Financial Advisors's MCD Position: Q2 2026 in Review

Unify Financial Advisors reduced its McDonald's (MCD) stake by 5.7% in Q2 2026, selling an estimated $16.1K and leaving 924 shares worth $250K. The position accounts for 0.23% of the portfolio, ranked #80.

Unify Financial Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Unify Financial Advisors held 924 shares of McDonald's worth $250K as of Q2 2026.
  • Unify Financial Advisors sold 56 McDonald's shares in Q2 2026, an estimated $16.1K.
  • McDonald's made up 0.23% of Unify Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Unify Financial Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's McDonald's position peaked at $305K in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.