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XML Financial’s McDonald's MCD Stock Holding History

XML 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 		$1.93M Sell
7,130
-257
-3% -$73.7K 0.14% 133
2026
Q1 		$2.3M Sell
7,387
-64
-0.9% -$20.4K 0.19% 110
2025
Q4 		$2.28M Sell
7,451
-209
-3% -$64K 0.19% 114
2025
Q3 		$2.33M Sell
7,660
-61
-0.8% -$18.6K 0.19% 110
2025
Q2 		$2.26M Buy
7,721
+810
+12% +$250K 0.2% 106
2025
Q1 		$2.16M Buy
6,911
+107
+2% +$32K 0.2% 107
2024
Q4 		$1.97M Buy
6,804
+55
+0.8% +$16.4K 0.18% 119
2024
Q3 		$2.06M Sell
6,749
-203
-3% -$56K 0.19% 114
2024
Q2 		$1.77M Sell
6,952
-170
-2% -$45.1K 0.18% 122
2024
Q1 		$2.01M Sell
7,122
-202
-3% -$58.7K 0.21% 115
2023
Q4 		$2.17M Buy
7,324
+237
+3% +$64.5K 0.23% 107
2023
Q3 		$1.87M Buy
7,087
+93
+1% +$26.5K 0.22% 104
2023
Q2 		$2.09M Sell
6,994
-31
-0.4% -$9.01K 0.24% 102
2023
Q1 		$1.96M Buy
7,025
+61
+0.9% +$16.3K 0.24% 108
2022
Q4 		$1.84M Buy
6,964
+1,316
+23% +$347K 0.23% 107
2022
Q3 		$1.3M Buy
5,648
+683
+14% +$175K 0.18% 116
2022
Q2 		$1.23M Sell
4,965
-682
-12% -$168K 0.28% 73
2022
Q1 		$1.4M Buy
5,647
+105
+2% +$26.2K 0.17% 129
2021
Q4 		$1.49M Buy
5,542
+24
+0.4% +$6.06K 0.18% 126
2021
Q3 		$1.33M Buy
5,518
+644
+13% +$154K 0.18% 125
2021
Q2 		$1.13M Sell
4,874
-462
-9% -$108K 0.25% 80
2021
Q1 		$1.2M Buy
5,336
+87
+2% +$18.6K 0.29% 73
2020
Q4 		$1.13M Buy
5,249
+913
+21% +$199K 0.29% 75
2020
Q3 		$952K Buy
4,336
+927
+27% +$190K 0.3% 79
2020
Q2 		$629K Buy
3,409
+282
+9% +$51.7K 0.22% 91
2020
Q1 		$517K Sell
3,127
-434
-12% -$85.5K 0.22% 88
2019
Q4 		$704K Buy
+3,561
New +$706K 0.26% 79

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

XML Financial's MCD Position: Q2 2026 in Review

XML Financial reduced its McDonald's (MCD) stake by 3.5% in Q2 2026, selling an estimated $73.7K and leaving 7,130 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #133.

XML Financial first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q3 2025. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • XML Financial held 7,130 shares of McDonald's worth $1.93M as of Q2 2026.
  • XML Financial sold 257 McDonald's shares in Q2 2026, an estimated $73.7K.
  • McDonald's made up 0.14% of XML Financial's portfolio in Q2 2026, its #133 holding.
  • XML Financial first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's McDonald's position peaked at $2.33M in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.