Adelphi Trust’s McDonald's MCD Stock Holding History

Adelphi Trust’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	$1.05M	Buy	3,880 +585	+18%	+$168K	0.7%	35
2026 Q1	$1.02M	Buy	3,295 +199	+6%	+$63.4K	0.83%	30
2025 Q4	$946K	Buy	+3,096	New	+$948K	0.77%	33

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

Adelphi Trust's MCD Position: Q2 2026 in Review

Adelphi Trust increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $168K and bringing the position to 3,880 shares worth $1.05M. The position accounts for 0.7% of the portfolio, ranked #35.

Adelphi Trust first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Adelphi Trust held 3,880 shares of McDonald's worth $1.05M as of Q2 2026.
Adelphi Trust bought 585 McDonald's shares in Q2 2026, an estimated $168K.
McDonald's made up 0.7% of Adelphi Trust's portfolio in Q2 2026, its #35 holding.
Adelphi Trust first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Adelphi Trust's 13F filing for Q2 2026, filed 1 Jul 2026.