Aquatic Capital Management’s McDonald's MCD Stock Holding History

Aquatic Capital 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	$2.16M	Buy	+8,008	New	+$2.3M	0.07%	346
2026 Q1	–	Sell	-30,374	Closed	-$9.28M	–	1635
2025 Q4	$9.28M	Buy	+30,374	New	+$9.3M	0.26%	94
2025 Q3	–	Sell	-27,436	Closed	-$8.02M	–	1554
2025 Q2	$8.02M	Buy	+27,436	New	+$8.46M	0.16%	167
2024 Q4	–	Sell	-150,880	Closed	-$45.9M	–	1500
2024 Q3	$45.9M	Buy	150,880 +79,520	+111%	+$21.9M	1.2%	5
2024 Q2	$18.2M	Sell	71,360 -1,280	-2%	-$340K	0.67%	34
2024 Q1	$20.5M	Sell	72,640 -194,000	-73%	-$56.4M	0.67%	33
2023 Q4	$79.1M	Buy	266,640 +84,920	+47%	+$23.1M	2.02%	1
2023 Q3	$47.9M	Buy	181,720 +55,420	+44%	+$15.8M	2%	1
2023 Q2	$37.7M	Buy	126,300 +108,700	+618%	+$31.6M	2.04%	2
2023 Q1	$4.92M	Sell	17,600 -84,200	-83%	-$22.6M	0.3%	94
2022 Q4	$26.8M	Buy	+101,800	New	+$26.9M	1.96%	2
2022 Q3	–	Sell	-9,900	Closed	-$2.44M	–	1400
2022 Q2	$2.44M	Buy	+9,900	New	+$2.44M	0.8%	18
2022 Q1	–	Sell	-700	Closed	-$188K	–	1328
2021 Q4	$188K	Buy	+700	New	+$177K	0.36%	41

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

Aquatic Capital Management's MCD Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in McDonald's (MCD) in Q2 2026: 8,008 shares worth $2.16M. The stake represents 0.07% of the portfolio and ranks #346 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in MCD as recently as Q4 2025.

Aquatic Capital Management first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. The position peaked at $79.1M in Q4 2023. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aquatic Capital Management held 8,008 shares of McDonald's worth $2.16M as of Q2 2026.
McDonald's was a new Aquatic Capital Management position in Q2 2026.
McDonald's made up 0.07% of Aquatic Capital Management's portfolio in Q2 2026, its #346 holding.
Aquatic Capital Management first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
Aquatic Capital Management's McDonald's position peaked at $79.1M in Q4 2023.
3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.