Alpine Woods Capital Investors’s McDonald's MCD Stock Holding History

Alpine Woods Capital Investors’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	$2.76M	Buy	+10,210	New	+$2.93M	0.6%	56
2024 Q2	–	Sell	-4,300	Closed	-$1.17M	–	182
2024 Q1	$1.17M	Buy	+4,300	New	+$1.25M	0.23%	109
2016 Q2	–	Sell	-80,500	Closed	-$10.1M	–	439
2016 Q1	$10.1M	Sell	80,500 -2,300	-3%	-$275K	0.59%	59
2015 Q4	$9.78M	Sell	82,800 -2,200	-3%	-$246K	0.53%	63
2015 Q3	$8.38M	Hold	85,000	–	–	0.46%	71
2015 Q2	$8.08M	Hold	85,000	–	–	0.41%	80
2015 Q1	$8.28M	Buy	85,000 +700	+0.8%	+$66.4K	0.42%	80
2014 Q4	$7.9M	Buy	+84,300	New	+$7.89M	0.41%	80

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

Alpine Woods Capital Investors's MCD Position: Q2 2026 in Review

Alpine Woods Capital Investors opened a new position in McDonald's (MCD) in Q2 2026: 10,210 shares worth $2.76M. The stake represents 0.6% of the portfolio and ranks #56 among its holdings. This is a return to the name: Alpine Woods Capital Investors previously reported a position in MCD as recently as Q1 2024.

Alpine Woods Capital Investors first reported a position in MCD in Q4 2014 and has held it in 8 quarters since. The position peaked at $10.1M in Q1 2016. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Alpine Woods Capital Investors held 10,210 shares of McDonald's worth $2.76M as of Q2 2026.
McDonald's was a new Alpine Woods Capital Investors position in Q2 2026.
McDonald's made up 0.6% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #56 holding.
Alpine Woods Capital Investors first reported a position in McDonald's in Q4 2014 and has held it in 8 quarters since.
Alpine Woods Capital Investors's McDonald's position peaked at $10.1M in Q1 2016.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.