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Widmann Financial Services’s McDonald's MCD Stock Holding History

Widmann Financial Services’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 		$2.69M Buy
9,956
+32
+0.3% +$9.18K 1.44% 18
2026
Q1 		$3.08M Buy
9,924
+35
+0.4% +$11.2K 1.83% 14
2025
Q4 		$3.02M Sell
9,889
-67
-0.7% -$20.5K 1.85% 13
2025
Q3 		$3.03M Sell
9,956
-114
-1% -$34.7K 1.9% 12
2025
Q2 		$2.94M Buy
10,070
+166
+2% +$51.2K 2.05% 12
2025
Q1 		$3.09M Sell
9,904
-1
-0% -$299 2.4% 11
2024
Q4 		$2.87M Buy
9,905
+174
+2% +$51.9K 2.22% 13
2024
Q3 		$2.96M Sell
9,731
-223
-2% -$61.5K 2.24% 12
2024
Q2 		$2.54M Sell
9,954
-79
-0.8% -$21K 2.06% 11
2024
Q1 		$2.83M Buy
10,033
+582
+6% +$169K 2.38% 10
2023
Q4 		$2.8M Sell
9,451
-45
-0.5% -$12.2K 2.52% 10
2023
Q3 		$2.5M Sell
9,496
-29
-0.3% -$8.27K 2.49% 10
2023
Q2 		$2.84M Buy
9,525
+35
+0.4% +$10.2K 2.72% 9
2023
Q1 		$2.65M Sell
9,490
-100
-1% -$26.8K 2.67% 10
2022
Q4 		$2.53M Sell
9,590
-1,950
-17% -$514K 2.65% 11
2022
Q3 		$2.66M Sell
11,540
-28
-0.2% -$7.16K 2.95% 7
2022
Q2 		$2.86M Hold
11,568
– – 2.96% 7
2022
Q1 		$2.86M Buy
11,568
+394
+4% +$98.1K 2.53% 9
2021
Q4 		$3M Buy
+11,174
New +$2.82M 2.47% 9

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

Widmann Financial Services's MCD Position: Q2 2026 in Review

Widmann Financial Services increased its McDonald's (MCD) stake by 0.32% in Q2 2026, buying an estimated $9.18K and bringing the position to 9,956 shares worth $2.69M. The position accounts for 1.44% of the portfolio, ranked #18.

Widmann Financial Services first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.09M in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Widmann Financial Services held 9,956 shares of McDonald's worth $2.69M as of Q2 2026.
  • Widmann Financial Services bought 32 McDonald's shares in Q2 2026, an estimated $9.18K.
  • McDonald's made up 1.44% of Widmann Financial Services's portfolio in Q2 2026, its #18 holding.
  • Widmann Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's McDonald's position peaked at $3.09M in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.