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

Alhambra 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 		$883K Sell
3,265
-82
-2% -$23.5K 0.39% 60
2026
Q1 		$1.04M Hold
3,347
– – 0.48% 54
2025
Q4 		$1.02M Hold
3,347
– – 0.48% 53
2025
Q3 		$1.02M Sell
3,347
-187
-5% -$56.9K 0.48% 53
2025
Q2 		$1.03M Sell
3,534
-21
-0.6% -$6.47K 0.51% 52
2025
Q1 		$1.11M Buy
3,555
+5
+0.1% +$1.5K 0.57% 39
2024
Q4 		$1.03M Sell
3,550
-20
-0.6% -$5.96K 0.53% 44
2024
Q3 		$1.09M Buy
3,570
+106
+3% +$29.2K 0.56% 41
2024
Q2 		$883K Buy
3,464
+19
+0.6% +$5.04K 0.48% 47
2024
Q1 		$971K Buy
3,445
+207
+6% +$60.2K 0.53% 46
2023
Q4 		$960K Sell
3,238
-15
-0.5% -$4.08K 0.57% 47
2023
Q3 		$857K Sell
3,253
-12
-0.4% -$3.42K 0.56% 51
2023
Q2 		$974K Buy
3,265
+25
+0.8% +$7.26K 0.64% 42
2023
Q1 		$906K Buy
3,240
+78
+2% +$20.9K 0.62% 47
2022
Q4 		$833K Sell
3,162
-7
-0.2% -$1.85K 0.61% 50
2022
Q3 		$731K Sell
3,169
-25
-0.8% -$6.39K 0.56% 47
2022
Q2 		$789K Sell
3,194
-5
-0.2% -$1.23K 0.57% 48
2022
Q1 		$791K Buy
3,199
+70
+2% +$17.4K 0.52% 54
2021
Q4 		$839K Hold
3,129
– – 0.59% 51
2021
Q3 		$754K Hold
3,129
– – 0.58% 55
2021
Q2 		$723K Hold
3,129
– – 0.54% 52
2021
Q1 		$701K Sell
3,129
-470
-13% -$101K 0.57% 49
2020
Q4 		$772K Hold
3,599
– – 0.82% 31
2020
Q3 		$790K Buy
3,599
+30
+0.8% +$6.16K 0.95% 21
2020
Q2 		$658K Buy
3,569
+220
+7% +$40.3K 0.86% 27
2020
Q1 		$554K Sell
3,349
-650
-16% -$128K 0.91% 25
2019
Q4 		$790K Buy
+3,999
New +$793K 0.91% 28

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

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

Alhambra Investment Management reduced its McDonald's (MCD) stake by 2.4% in Q2 2026, selling an estimated $23.5K and leaving 3,265 shares worth $883K. The position accounts for 0.39% of the portfolio, ranked #60.

Alhambra Investment Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alhambra Investment Management held 3,265 shares of McDonald's worth $883K as of Q2 2026.
  • Alhambra Investment Management sold 82 McDonald's shares in Q2 2026, an estimated $23.5K.
  • McDonald's made up 0.39% of Alhambra Investment Management's portfolio in Q2 2026, its #60 holding.
  • Alhambra Investment Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's McDonald's position peaked at $1.11M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.