Aspen Investment Management’s McDonald's MCD Stock Holding History

Aspen Investment 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	$1.1M	Hold	4,064	–	–	0.3%	91
2026 Q1	$1.26M	Hold	4,064	–	–	0.39%	80
2025 Q4	$1.24M	Buy	+4,064	New	+$1.24M	0.37%	80
2024 Q4	–	Sell	-982	Closed	-$299K	–	145
2024 Q3	$299K	Sell	982 -84	-8%	-$23.2K	0.14%	129
2024 Q2	$272K	Sell	1,066 -4	-0.4%	-$1.06K	0.14%	129
2024 Q1	$302K	Sell	1,070 -248	-19%	-$72.1K	0.15%	132
2023 Q4	$391K	Sell	1,318 -250	-16%	-$68K	0.22%	101
2023 Q3	$413K	Buy	1,568 +71	+5%	+$20.3K	0.25%	96
2023 Q2	$447K	Buy	+1,497	New	+$435K	0.27%	93

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 Investment Management's MCD Position: Q2 2026 in Review

Aspen Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 4,064 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #91.

Aspen Investment Management first reported a position in MCD in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.26M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aspen Investment Management held 4,064 shares of McDonald's worth $1.1M as of Q2 2026.
Aspen Investment Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.3% of Aspen Investment Management's portfolio in Q2 2026, its #91 holding.
Aspen Investment Management first reported a position in McDonald's in Q2 2023 and has held it in 9 quarters since.
Aspen Investment Management's McDonald's position peaked at $1.26M in Q1 2026.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.