Warner Financial’s McDonald's MCD Stock Holding History

Warner 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	$330K	Buy	1,220 +2	+0.2%	+$573	0.1%	124
2026 Q1	$379K	Hold	1,218	–	–	0.13%	99
2025 Q4	$372K	Hold	1,218	–	–	0.13%	97
2025 Q3	$370K	Hold	1,218	–	–	0.14%	93
2025 Q2	$356K	Sell	1,218 -2,175	-64%	-$671K	0.15%	88
2025 Q1	$1.06M	Hold	3,393	–	–	0.47%	45
2024 Q4	$984K	Buy	3,393 +50	+1%	+$14.9K	0.42%	48
2024 Q3	$1.02M	Hold	3,343	–	–	0.45%	46
2024 Q2	$852K	Hold	3,343	–	–	0.42%	50
2024 Q1	$943K	Sell	3,343 -85	-2%	-$24.7K	0.47%	47
2023 Q4	$1.02M	Buy	3,428 +428	+14%	+$116K	0.57%	44
2023 Q3	$790K	Hold	3,000	–	–	0.52%	41
2023 Q2	$895K	Hold	3,000	–	–	0.58%	39
2023 Q1	$839K	Hold	3,000	–	–	0.58%	40
2022 Q4	$791K	Hold	3,000	–	–	0.6%	40
2022 Q3	$692K	Hold	3,000	–	–	0.56%	38
2022 Q2	$741K	Buy	3,000 +380	+15%	+$93.6K	0.68%	36
2022 Q1	$742K	Hold	2,620	–	–	0.6%	38
2021 Q4	$702K	Buy	+2,620	New	+$662K	0.59%	37

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Warner Financial's MCD Position: Q2 2026 in Review

Warner Financial increased its McDonald's (MCD) stake by 0.16% in Q2 2026, buying an estimated $573 and bringing the position to 1,220 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #124.

Warner Financial first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2025. 1,693 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Warner Financial held 1,220 shares of McDonald's worth $330K as of Q2 2026.
Warner Financial bought 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.1% of Warner Financial's portfolio in Q2 2026, its #124 holding.
Warner Financial first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Warner Financial's McDonald's position peaked at $1.06M in Q1 2025.
1,693 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.