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

West 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	$28.1K	Hold	104	–	–	﹤0.01%	122
2026 Q1	$32.3K	Hold	104	–	–	0.01%	112
2025 Q4	$31.8K	Hold	104	–	–	0.01%	115
2025 Q3	$31.6K	Sell	104 -21	-17%	-$6.39K	0.01%	120
2025 Q2	$36.5K	Hold	125	–	–	0.01%	117
2025 Q1	$39K	Sell	125 -20	-14%	-$5.98K	0.01%	107
2024 Q4	$42K	Hold	145	–	–	0.01%	103
2024 Q3	$44.2K	Hold	145	–	–	0.01%	91
2024 Q2	$37K	Hold	145	–	–	0.01%	88
2024 Q1	$40.9K	Hold	145	–	–	0.01%	87
2023 Q4	$43K	Sell	145 -17	-10%	-$4.63K	0.01%	86
2023 Q3	$42.7K	Buy	162 +17	+12%	+$4.85K	0.01%	84
2023 Q2	$43.3K	Buy	145 +21	+17%	+$6.1K	0.01%	83
2023 Q1	$34.7K	Hold	124	–	–	0.01%	87
2022 Q4	$32.7K	Hold	124	–	–	0.01%	87
2022 Q3	$29K	Buy	124 +104	+520%	+$26.6K	0.01%	113
2022 Q2	$5K	Hold	20	–	–	﹤0.01%	138
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	167
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	157
2021 Q3	$5K	Hold	20	–	–	﹤0.01%	132
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	128
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	133
2020 Q4	$4K	Buy	+20	New	+$4.35K	﹤0.01%	133

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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 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

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

West Financial Advisors held its McDonald's (MCD) position steady in Q2 2026 at 104 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

West Financial Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $44.2K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

West Financial Advisors held 104 shares of McDonald's worth $28.1K as of Q2 2026.
West Financial Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #122 holding.
West Financial Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's McDonald's position peaked at $44.2K in Q3 2024.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.