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Aureus Asset Management’s McDonald's MCD Stock Holding History

Aureus Asset 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 		$4.06M Buy
15,014
+50
+0.3% +$14.3K 0.25% 51
2026
Q1 		$4.65M Hold
14,964
– – 0.31% 49
2025
Q4 		$4.57M Sell
14,964
-87
-0.6% -$26.6K 0.29% 49
2025
Q3 		$4.57M Hold
15,051
– – 0.3% 50
2025
Q2 		$4.4M Buy
15,051
+57
+0.4% +$17.6K 0.28% 54
2025
Q1 		$4.68M Buy
14,994
+601
+4% +$180K 0.33% 54
2024
Q4 		$4.17M Buy
14,393
+450
+3% +$134K 0.27% 55
2024
Q3 		$4.25M Buy
13,943
+124
+0.9% +$34.2K 0.28% 56
2024
Q2 		$3.52M Sell
13,819
-698
-5% -$185K 0.25% 60
2024
Q1 		$4.09M Buy
14,517
+12,342
+567% +$3.59M 0.28% 58
2023
Q4 		$645K Buy
2,175
+51
+2% +$13.9K 0.05% 106
2023
Q3 		$560K Buy
2,124
+635
+43% +$181K 0.04% 112
2023
Q2 		$444K Buy
1,489
+1
+0.1% +$291 0.03% 124
2023
Q1 		$416K Sell
1,488
-131
-8% -$35.1K 0.03% 127
2022
Q4 		$427K Buy
1,619
+276
+21% +$72.8K 0.04% 129
2022
Q3 		$310K Buy
1,343
+1
+0.1% +$256 0.03% 139
2022
Q2 		$331K Buy
1,342
+1
+0.1% +$246 0.03% 148
2022
Q1 		$332K Sell
1,341
-249
-16% -$62K 0.02% 175
2021
Q4 		$426K Sell
1,590
-268
-14% -$67.7K 0.03% 146
2021
Q3 		$448K Sell
1,858
-9,617
-84% -$2.3M 0.03% 136
2021
Q2 		$2.65M Buy
11,475
+9,893
+625% +$2.3M 0.17% 67
2021
Q1 		$354K Sell
1,582
-514
-25% -$110K 0.03% 135
2020
Q4 		$450K Sell
2,096
-54
-3% -$11.7K 0.04% 131
2020
Q3 		$472K Sell
2,150
-55
-2% -$11.3K 0.04% 121
2020
Q2 		$407K Buy
2,205
+479
+28% +$87.8K 0.04% 113
2020
Q1 		$285K Buy
1,726
+293
+20% +$57.7K 0.04% 124
2019
Q4 		$283K Buy
+1,433
New +$284K 0.03% 148

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aureus Asset Management's MCD Position: Q2 2026 in Review

Aureus Asset Management increased its McDonald's (MCD) stake by 0.33% in Q2 2026, buying an estimated $14.3K and bringing the position to 15,014 shares worth $4.06M. The position accounts for 0.25% of the portfolio, ranked #51.

Aureus Asset Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.68M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Aureus Asset Management held 15,014 shares of McDonald's worth $4.06M as of Q2 2026.
  • Aureus Asset Management bought 50 McDonald's shares in Q2 2026, an estimated $14.3K.
  • McDonald's made up 0.25% of Aureus Asset Management's portfolio in Q2 2026, its #51 holding.
  • Aureus Asset Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Aureus Asset Management's McDonald's position peaked at $4.68M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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