Aspen Grove Capital’s McDonald's MCD Stock Holding History

Aspen Grove Capital’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	$227K	Buy	838 +34	+4%	+$9.75K	0.03%	194
2026 Q1	$250K	Buy	804 +3	+0.4%	+$956	0.05%	163
2025 Q4	$245K	Buy	801 +2	+0.3%	+$613	0.04%	164
2025 Q3	$243K	Sell	799 -378	-32%	-$115K	0.04%	170
2025 Q2	$344K	Buy	1,177 +332	+39%	+$102K	0.06%	145
2025 Q1	$264K	Sell	845 -11	-1%	-$3.29K	0.05%	185
2024 Q4	$248K	Buy	856 +16	+2%	+$4.77K	0.05%	166
2024 Q3	$256K	Sell	840 -74	-8%	-$20.4K	0.06%	164
2024 Q2	$233K	Buy	914 +41	+5%	+$10.9K	0.05%	173
2024 Q1	$246K	Buy	+873	New	+$254K	0.07%	163
2023 Q3	–	Sell	-1,268	Closed	-$378K	–	195
2023 Q2	$378K	Buy	+1,268	New	+$368K	0.12%	124
2023 Q1	–	Sell	-784	Closed	-$207K	–	167
2022 Q4	$207K	Buy	+784	New	+$207K	0.1%	142

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

Aspen Grove Capital's MCD Position: Q2 2026 in Review

Aspen Grove Capital increased its McDonald's (MCD) stake by 4.2% in Q2 2026, buying an estimated $9.75K and bringing the position to 838 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #194.

Aspen Grove Capital first reported a position in MCD in Q4 2022 and has held it in 12 quarters since. The position peaked at $378K in Q2 2023. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aspen Grove Capital held 838 shares of McDonald's worth $227K as of Q2 2026.
Aspen Grove Capital bought 34 McDonald's shares in Q2 2026, an estimated $9.75K.
McDonald's made up 0.03% of Aspen Grove Capital's portfolio in Q2 2026, its #194 holding.
Aspen Grove Capital first reported a position in McDonald's in Q4 2022 and has held it in 12 quarters since.
Aspen Grove Capital's McDonald's position peaked at $378K in Q2 2023.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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