Agate Pass Investment Management’s McDonald's MCD Stock Holding History

Agate Pass 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	–	Sell	-731	Closed	-$227K	–	111
2026 Q1	$227K	Hold	731	–	–	0.09%	98
2025 Q4	$223K	Sell	731 -242	-25%	-$74.1K	0.08%	102
2025 Q3	$296K	Hold	973	–	–	0.11%	96
2025 Q2	$284K	Hold	973	–	–	0.12%	101
2025 Q1	$304K	Sell	973 -50	-5%	-$15K	0.13%	103
2024 Q4	$297K	Sell	1,023 -1	-0.1%	-$298	0.13%	100
2024 Q3	$312K	Sell	1,024 -80	-7%	-$22.1K	0.16%	87
2024 Q2	$281K	Hold	1,104	–	–	0.15%	85
2024 Q1	$311K	Hold	1,104	–	–	0.17%	82
2023 Q4	$327K	Hold	1,104	–	–	0.19%	80
2023 Q3	$291K	Sell	1,104 -40	-3%	-$11.4K	0.2%	74
2023 Q2	$341K	Sell	1,144 -50	-4%	-$14.5K	0.21%	78
2023 Q1	$334K	Sell	1,194 -40	-3%	-$10.7K	0.22%	82
2022 Q4	$325K	Hold	1,234	–	–	0.23%	81
2022 Q3	$285K	Hold	1,234	–	–	0.22%	84
2022 Q2	$305K	Sell	1,234 -178	-13%	-$43.8K	0.21%	83
2022 Q1	$349K	Sell	1,412 -35	-2%	-$8.72K	0.22%	79
2021 Q4	$388K	Buy	+1,447	New	+$365K	0.24%	79

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

Agate Pass Investment Management's MCD Position: Q2 2026 in Review

Agate Pass Investment Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 731 shares — an estimated $227K sold.

Agate Pass Investment Management first reported a position in MCD in Q4 2021 and held it in 18 quarters. The position peaked at $388K in Q4 2021. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Agate Pass Investment Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Agate Pass Investment Management sold 731 McDonald's shares in Q2 2026, an estimated $227K.
Agate Pass Investment Management first reported a position in McDonald's in Q4 2021 and held it in 18 quarters.
Agate Pass Investment Management's McDonald's position peaked at $388K in Q4 2021.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.