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

Allen 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 		$6.09M Hold
22,516
– – 0.07% 94
2026
Q1 		$7M Hold
22,516
– – 0.09% 89
2025
Q4 		$6.88M Buy
22,516
+3,286
+17% +$1.01M 0.08% 91
2025
Q3 		$5.84M Hold
19,230
– – 0.06% 92
2025
Q2 		$5.62M Hold
19,230
– – 0.06% 89
2025
Q1 		$6.01M Hold
19,230
– – 0.07% 90
2024
Q4 		$5.57M Sell
19,230
-334
-2% -$99.6K 0.06% 91
2024
Q3 		$5.96M Hold
19,564
– – 0.07% 88
2024
Q2 		$4.99M Hold
19,564
– – 0.06% 93
2024
Q1 		$5.52M Sell
19,564
-157
-0.8% -$45.7K 0.07% 82
2023
Q4 		$5.85M Sell
19,721
-298
-1% -$81.1K 0.08% 84
2023
Q3 		$5.27M Hold
20,019
– – 0.08% 84
2023
Q2 		$5.97M Hold
20,019
– – 0.09% 81
2023
Q1 		$5.6M Hold
20,019
– – 0.09% 74
2022
Q4 		$5.28M Sell
20,019
-73
-0.4% -$19.3K 0.08% 74
2022
Q3 		$4.64M Hold
20,092
– – 0.08% 73
2022
Q2 		$4.96M Sell
20,092
-95
-0.5% -$23.4K 0.08% 71
2022
Q1 		$4.99M Sell
20,187
-270
-1% -$67.3K 0.07% 81
2021
Q4 		$5.48M Buy
20,457
+15,000
+275% +$3.79M 0.07% 84
2021
Q3 		$1.32M Buy
5,457
+930
+21% +$222K 0.02% 108
2021
Q2 		$1.05M Buy
4,527
+270
+6% +$62.8K 0.01% 111
2021
Q1 		$954K Sell
4,257
-80
-2% -$17.1K 0.01% 115
2020
Q4 		$931K Sell
4,337
-442
-9% -$96.1K 0.02% 112
2020
Q3 		$1.05M Buy
4,779
+242
+5% +$49.7K 0.02% 100
2020
Q2 		$837K Buy
4,537
+515
+13% +$94.4K 0.02% 106
2020
Q1 		$665K Buy
4,022
+2,107
+110% +$415K 0.02% 112
2019
Q4 		$378K Sell
1,915
-356
-16% -$70.6K 0.01% 140
2019
Q3 		$488K Buy
2,271
+70
+3% +$15K 0.01% 136
2019
Q2 		$457K Buy
2,201
+194
+10% +$38.4K 0.01% 145
2019
Q1 		$381K Buy
2,007
+129
+7% +$23.4K 0.01% 156
2018
Q4 		$333K Buy
1,878
+153
+9% +$27.1K 0.01% 138
2018
Q3 		$289K Hold
1,725
– – 0.01% 169
2018
Q2 		$270K Hold
1,725
– – 0.01% 168
2018
Q1 		$270K Hold
1,725
– – 0.01% 156
2017
Q4 		$297K Hold
1,725
– – 0.01% 152
2017
Q3 		$270K Hold
1,725
– – 0.01% 195
2017
Q2 		$264K Buy
1,725
+9
+0.5% +$1.3K 0.01% 205
2017
Q1 		$222K Sell
1,716
-630
-27% -$79.1K 0.01% 207
2016
Q4 		$286K Hold
2,346
– – 0.02% 193
2016
Q3 		$271K Hold
2,346
– – 0.02% 191
2016
Q2 		$282K Hold
2,346
– – 0.02% 186
2016
Q1 		$295K Hold
2,346
– – 0.02% 170
2015
Q4 		$277K Hold
2,346
– – 0.02% 165
2015
Q3 		$231K Hold
2,346
– – 0.02% 193
2015
Q2 		$223K Hold
2,346
– – 0.02% 196
2015
Q1 		$229K Sell
2,346
-1,940
-45% -$184K 0.02% 209
2014
Q4 		$402K Sell
4,286
-2,600
-38% -$243K 0.03% 155
2014
Q3 		$653K Buy
+6,886
New +$657K 0.05% 105

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

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

Allen Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 22,516 shares worth $6.09M. The position accounts for 0.07% of the portfolio, ranked #94.

Allen Investment Management first reported a position in MCD in Q3 2014 and has held it in 48 quarters since. The position peaked at $7M in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Allen Investment Management held 22,516 shares of McDonald's worth $6.09M as of Q2 2026.
  • Allen Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.07% of Allen Investment Management's portfolio in Q2 2026, its #94 holding.
  • Allen Investment Management first reported a position in McDonald's in Q3 2014 and has held it in 48 quarters since.
  • Allen Investment Management's McDonald's position peaked at $7M in Q1 2026.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.