Alpha Family Trust’s McDonald's MCD Stock Holding History

Alpha Family 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	$382K	Hold	1,415	–	–	0.15%	108
2026 Q1	$440K	Hold	1,415	–	–	0.21%	82
2025 Q4	$432K	Hold	1,415	–	–	0.2%	89
2025 Q3	$430K	Hold	1,415	–	–	0.2%	88
2025 Q2	$413K	Hold	1,415	–	–	0.2%	93
2025 Q1	$442K	Hold	1,415	–	–	0.26%	75
2024 Q4	$410K	Hold	1,415	–	–	0.23%	70
2024 Q3	$431K	Sell	1,415 -235	-14%	-$64.8K	0.24%	74
2024 Q2	$420K	Buy	1,650 +245	+17%	+$65K	0.25%	69
2024 Q1	$396K	Hold	1,405	–	–	0.24%	73
2023 Q4	$417K	Hold	1,405	–	–	0.28%	67
2023 Q3	$370K	Hold	1,405	–	–	0.28%	66
2023 Q2	$419K	Hold	1,405	–	–	0.29%	57
2023 Q1	$393K	Hold	1,405	–	–	0.31%	62
2022 Q4	$370K	Buy	1,405 +200	+17%	+$52.8K	0.33%	64
2022 Q3	$278K	Hold	1,205	–	–	0.21%	35
2022 Q2	$297K	Buy	+1,205	New	+$297K	0.19%	35

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 $3.38T AUM 44.17% 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

Alpha Family Trust's MCD Position: Q2 2026 in Review

Alpha Family Trust held its McDonald's (MCD) position steady in Q2 2026 at 1,415 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #108.

Alpha Family Trust first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $442K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Alpha Family Trust held 1,415 shares of McDonald's worth $382K as of Q2 2026.
Alpha Family Trust left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.15% of Alpha Family Trust's portfolio in Q2 2026, its #108 holding.
Alpha Family Trust first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
Alpha Family Trust's McDonald's position peaked at $442K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.