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

Wills 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	$205K	Hold	759	–	–	0.07%	82
2026 Q1	$209K	Sell	759 -16	-2%	-$5.1K	0.08%	73
2025 Q4	$237K	Hold	775	–	–	0.09%	72
2025 Q3	$236K	Hold	775	–	–	0.1%	63
2025 Q2	$226K	Hold	775	–	–	0.1%	64
2025 Q1	$242K	Hold	775	–	–	0.11%	57
2024 Q4	$225K	Hold	775	–	–	0.1%	62
2024 Q3	$236K	Buy	+775	New	+$214K	0.1%	61
2024 Q2	–	Sell	-775	Closed	-$219K	–	66
2024 Q1	$219K	Hold	775	–	–	0.1%	60
2023 Q4	$230K	Sell	775 -194	-20%	-$52.8K	0.12%	55
2023 Q3	$255K	Hold	969	–	–	0.14%	57
2023 Q2	$289K	Hold	969	–	–	0.15%	57
2023 Q1	$271K	Buy	+969	New	+$260K	0.15%	57
2015 Q2	–	Sell	-20,592	Closed	-$2.01M	–	83
2015 Q1	$2.01M	Sell	20,592 -1,754	-8%	-$166K	1.65%	21
2014 Q4	$2.09M	Sell	22,346 -447	-2%	-$41.8K	1.7%	19
2014 Q3	$2.16M	Sell	22,793 -1,007	-4%	-$96K	1.83%	19
2014 Q2	$2.4M	Buy	23,800 +417	+2%	+$42.1K	1.99%	16
2014 Q1	$2.29M	Buy	23,383 +8,620	+58%	+$824K	2.18%	15
2013 Q4	$1.43M	Buy	+14,763	New	+$1.42M	1.47%	26

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wills Financial Group held its McDonald's (MCD) position steady in Q2 2026 at 759 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #82.

Wills Financial Group first reported a position in MCD in Q4 2013 and has held it in 19 quarters since. The position peaked at $2.4M in Q2 2014. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wills Financial Group held 759 shares of McDonald's worth $205K as of Q2 2026.
Wills Financial Group left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.07% of Wills Financial Group's portfolio in Q2 2026, its #82 holding.
Wills Financial Group first reported a position in McDonald's in Q4 2013 and has held it in 19 quarters since.
Wills Financial Group's McDonald's position peaked at $2.4M in Q2 2014.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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