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Analyst IMS Investment Management Services’s McDonald's MCD Stock Holding History

Analyst IMS Investment Management Services’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 		$749K Buy
2,769
+401
+17% +$115K 0.02% 111
2026
Q1 		$736K Sell
2,368
-772
-25% -$246K 0.02% 95
2025
Q4 		$960K Sell
3,140
-245
-7% -$75K 0.03% 86
2025
Q3 		$1.03M Sell
3,385
-348
-9% -$106K 0.03% 83
2025
Q2 		$1.09M Sell
3,733
-1,948
-34% -$601K 0.04% 85
2025
Q1 		$1.77M Sell
5,681
-350
-6% -$105K 0.07% 66
2024
Q4 		$1.75M Buy
6,031
+3,496
+138% +$1.04M 0.06% 65
2024
Q3 		$772K Buy
2,535
+408
+19% +$112K 0.03% 92
2024
Q2 		$542K Buy
2,127
+290
+16% +$76.9K 0.02% 96
2024
Q1 		$518K Buy
1,837
+184
+11% +$53.5K 0.02% 89
2023
Q4 		$491K Buy
+1,653
New +$450K 0.03% 80
2023
Q3 		– Sell
-700
Closed -$206K – 104
2023
Q2 		$206K Buy
+700
New +$203K 0.01% 98
2018
Q4 		– Sell
-700
Closed -$117K – 140
2018
Q3 		$117K Buy
+700
New +$112K 0.02% 116

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

Analyst IMS Investment Management Services's MCD Position: Q2 2026 in Review

Analyst IMS Investment Management Services increased its McDonald's (MCD) stake by 17% in Q2 2026, buying an estimated $115K and bringing the position to 2,769 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #111.

Analyst IMS Investment Management Services first reported a position in MCD in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.77M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Analyst IMS Investment Management Services held 2,769 shares of McDonald's worth $749K as of Q2 2026.
  • Analyst IMS Investment Management Services bought 401 McDonald's shares in Q2 2026, an estimated $115K.
  • McDonald's made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #111 holding.
  • Analyst IMS Investment Management Services first reported a position in McDonald's in Q3 2018 and has held it in 13 quarters since.
  • Analyst IMS Investment Management Services's McDonald's position peaked at $1.77M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.