Worth Financial Advisory Group’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$473K Buy
+1,748
New +$501K 0.2% 114
2026
Q1
Sell
-1,660
Closed -$507K 130
2025
Q4
$507K Sell
1,660
-85
-5% -$26K 0.25% 98
2025
Q3
$530K Buy
1,745
+118
+7% +$35.9K 0.3% 83
2025
Q2
$475K Buy
1,627
+188
+13% +$58K 0.29% 86
2025
Q1
$450K Buy
+1,439
New +$430K 0.29% 90

Other funds holding MCD

Worth Financial Advisory Group's MCD Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in McDonald's (MCD) in Q2 2026: 1,748 shares worth $473K. The stake represents 0.2% of the portfolio and ranks #114 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in MCD as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $530K in Q3 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Worth Financial Advisory Group held 1,748 shares of McDonald's worth $473K as of Q2 2026.
  • McDonald's was a new Worth Financial Advisory Group position in Q2 2026.
  • McDonald's made up 0.2% of Worth Financial Advisory Group's portfolio in Q2 2026, its #114 holding.
  • Worth Financial Advisory Group first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • Worth Financial Advisory Group's McDonald's position peaked at $530K in Q3 2025.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.