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Access Investment Management’s McDonald's MCD Stock Holding History

Access Investment Management’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 		$176K Hold
650
– – 0.05% 78
2026
Q1 		$202K Sell
650
-50
-7% -$15.9K 0.05% 83
2025
Q4 		$213K Hold
700
– – 0.06% 76
2025
Q3 		$213K Hold
700
– – 0.06% 76
2025
Q2 		$205K Buy
+700
New +$216K 0.06% 73
2024
Q4 		$188K Hold
650
– – 0.05% 76
2024
Q3 		$198K Hold
650
– – 0.06% 75
2024
Q2 		$166K Sell
650
-18
-3% -$4.78K 0.05% 76
2024
Q1 		$188K Hold
668
– – 0.06% 79
2023
Q4 		$198K Buy
+668
New +$182K 0.07% 74

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

Access Investment Management's MCD Position: Q2 2026 in Review

Access Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 650 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #78.

Access Investment Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $213K in Q4 2025. 3,443 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Access Investment Management held 650 shares of McDonald's worth $176K as of Q2 2026.
  • Access Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.05% of Access Investment Management's portfolio in Q2 2026, its #78 holding.
  • Access Investment Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's McDonald's position peaked at $213K in Q4 2025.
  • 3,443 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.