Act Two Investors’s McDonald's MCD Stock Holding History

Act Two Investors’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 Q1	$2.12M	Hold	6,820	–	–	0.47%	26
2025 Q4	$2.08M	Hold	6,820	–	–	0.37%	27
2025 Q3	$2.07M	Buy	6,820 +100	+1%	+$30.4K	0.37%	30
2025 Q2	$1.96M	Hold	6,720	–	–	0.4%	27
2025 Q1	$2.1M	Hold	6,720	–	–	0.44%	28
2024 Q4	$1.95M	Hold	6,720	–	–	0.38%	31
2024 Q3	$2.05M	Hold	6,720	–	–	0.39%	29
2024 Q2	$1.71M	Hold	6,720	–	–	0.34%	30
2024 Q1	$1.89M	Buy	6,720 +100	+2%	+$29.1K	0.38%	26
2023 Q4	$1.96M	Hold	6,620	–	–	0.42%	27
2023 Q3	$1.74M	Hold	6,620	–	–	0.47%	24
2023 Q2	$1.98M	Hold	6,620	–	–	0.55%	25
2023 Q1	$1.85M	Hold	6,620	–	–	0.74%	23
2022 Q4	$1.74M	Hold	6,620	–	–	1.8%	18
2022 Q3	$1.53M	Sell	6,620 -100	-1%	-$25.6K	1.55%	19
2022 Q2	$1.66M	Hold	6,720	–	–	1.56%	20
2022 Q1	$1.66M	Hold	6,720	–	–	1.32%	20
2021 Q4	$1.8M	Hold	6,720	–	–	1.42%	19
2021 Q3	$1.62M	Hold	6,720	–	–	0.38%	27
2021 Q2	$1.55M	Buy	6,720 +100	+2%	+$23.3K	0.3%	30
2021 Q1	$1.48M	Hold	6,620	–	–	0.33%	31
2020 Q4	$1.42M	Hold	6,620	–	–	0.36%	27
2020 Q3	$1.45M	Hold	6,620	–	–	0.47%	26
2020 Q2	$1.22M	Hold	6,620	–	–	0.46%	25
2020 Q1	$1.09M	Hold	6,620	–	–	0.51%	25
2019 Q4	$1.31M	Hold	6,620	–	–	0.5%	30
2019 Q3	$1.42M	Hold	6,620	–	–	0.63%	29
2019 Q2	$1.38M	Hold	6,620	–	–	0.72%	30
2019 Q1	$1.26M	Hold	6,620	–	–	0.72%	29
2018 Q4	$1.18M	Buy	+6,620	New	+$1.17M	0.83%	28

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Act Two Investors's MCD Position: Q1 2026 in Review

Act Two Investors held its McDonald's (MCD) position steady in Q1 2026 at 6,820 shares worth $2.12M. The position accounts for 0.47% of the portfolio, ranked #26.

Act Two Investors first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Act Two Investors held 6,820 shares of McDonald's worth $2.12M as of Q1 2026.
Act Two Investors left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.47% of Act Two Investors's portfolio in Q1 2026, its #26 holding.
Act Two Investors first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.