Annis Gardner Whiting Capital Advisors’s McDonald's MCD Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$1.55M	Sell	5,722 -76	-1%	-$21.8K	0.23%	75
2026 Q1	$1.8M	Buy	5,798 +283	+5%	+$90.2K	0.29%	56
2025 Q4	$1.69M	Buy	5,515 +1,388	+34%	+$425K	0.32%	53
2025 Q3	$1.25M	Buy	4,127 +1,035	+33%	+$315K	0.26%	67
2025 Q2	$903K	Buy	3,092 +295	+11%	+$90.9K	0.31%	68
2025 Q1	$874K	Sell	2,797 -33	-1%	-$9.87K	0.37%	61
2024 Q4	$820K	Buy	2,830 +179	+7%	+$53.4K	0.23%	79
2024 Q3	$807K	Sell	2,651 -48	-2%	-$13.2K	0.23%	88
2024 Q2	$688K	Sell	2,699 -71	-3%	-$18.8K	0.2%	100
2024 Q1	$781K	Buy	2,770 +146	+6%	+$42.5K	0.28%	70
2023 Q4	$778K	Buy	2,624 +282	+12%	+$76.8K	0.34%	57
2023 Q3	$617K	Buy	+2,342	New	+$668K	0.33%	54

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 $3.37T AUM 44.26% 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

Annis Gardner Whiting Capital Advisors's MCD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $21.8K and leaving 5,722 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #75.

Annis Gardner Whiting Capital Advisors first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 5,722 shares of McDonald's worth $1.55M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 76 McDonald's shares in Q2 2026, an estimated $21.8K.
McDonald's made up 0.23% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #75 holding.
Annis Gardner Whiting Capital Advisors first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's McDonald's position peaked at $1.8M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.