Aufman Associates’s McDonald's MCD Stock Holding History

Aufman Associates’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	$224K	Hold	829	–	–	0.09%	65
2026 Q1	$258K	Hold	829	–	–	0.13%	56
2025 Q4	$253K	Sell	829 -244	-23%	-$74.7K	0.13%	54
2025 Q3	$326K	Hold	1,073	–	–	0.18%	43
2025 Q2	$314K	Buy	1,073 +44	+4%	+$13.6K	0.19%	41
2025 Q1	$321K	Hold	1,029	–	–	0.22%	38
2024 Q4	$298K	Sell	1,029 -102	-9%	-$30.4K	0.2%	42
2024 Q3	$344K	Buy	+1,131	New	+$312K	0.22%	38

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

Aufman Associates's MCD Position: Q2 2026 in Review

Aufman Associates held its McDonald's (MCD) position steady in Q2 2026 at 829 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #65.

Aufman Associates first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $344K in Q3 2024. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aufman Associates held 829 shares of McDonald's worth $224K as of Q2 2026.
Aufman Associates left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.09% of Aufman Associates's portfolio in Q2 2026, its #65 holding.
Aufman Associates first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Aufman Associates's McDonald's position peaked at $344K in Q3 2024.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.