Bank of Montreal’s McDonald's MCD Stock Holding History

Bank of Montreal’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	–	Sell	-7,400	Closed	-$2.3M	–	3973
2026 Q1	$2.3M	Buy	7,400 +4,500	+155%	+$1.43M	﹤0.01%	1599
2025 Q4	$886K	Buy	+2,900	New	+$888K	﹤0.01%	2046
2025 Q2	–	Sell	-2,000	Closed	-$625K	–	3648
2025 Q1	$625K	Hold	2,000	–	–	﹤0.01%	2056
2024 Q4	$580K	Hold	2,000	–	–	﹤0.01%	2151
2024 Q3	$607K	Sell	2,000 -140,700	-99%	-$38.8M	﹤0.01%	2287
2024 Q2	$37.5M	Buy	+142,700	New	+$37.9M	0.01%	561
2023 Q4	–	Sell	-14,200	Closed	-$3.98M	–	4182
2023 Q3	$3.98M	Buy	+14,200	New	+$4.05M	﹤0.01%	1369
2020 Q3	–	Sell	-100,000	Closed	-$18.4M	–	4861
2020 Q2	$18.4M	Buy	+100,000	New	+$18.3M	0.02%	613
2020 Q1	–	Sell	-5,600	Closed	-$1.11M	–	4439
2019 Q4	$1.11M	Buy	+5,600	New	+$1.11M	﹤0.01%	2210
2019 Q2	–	Sell	-22,000	Closed	-$4.18M	–	4999
2019 Q1	$4.18M	Buy	+22,000	New	+$3.99M	﹤0.01%	1261
2016 Q3	–	Sell	-151	Closed	-$18K	–	4123
2016 Q2	$18K	Buy	+151	New	+$18.9K	﹤0.01%	3421
2015 Q4	–	Sell	-9,200	Closed	-$906K	–	4332
2015 Q3	$906K	Buy	9,200 +9,179	+43,710%	+$894K	﹤0.01%	1610
2015 Q2	$2K	Sell	21 -59,200	-100%	-$5.73M	﹤0.01%	3757
2015 Q1	$5.77M	Buy	+59,221	New	+$5.62M	0.01%	1000
2014 Q3	–	Sell	-41,768	Closed	-$4.21M	–	4239
2014 Q2	$4.21M	Buy	41,768 +36,156	+644%	+$3.65M	﹤0.01%	1150
2014 Q1	$550K	Buy	5,612 +4,124	+277%	+$394K	﹤0.01%	2009
2013 Q4	$144K	Buy	+1,488	New	+$143K	﹤0.01%	2369

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 $3.38T AUM 44.17% 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

Bank of Montreal's MCD Position: Q2 2026 in Review

Bank of Montreal reduced its McDonald's (MCD) stake by 3.8% in Q2 2026, selling an estimated $15.4M and leaving 1,347,459 shares worth $364M. The position accounts for 0.12% of the portfolio, ranked #139.

Bank of Montreal first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $550M in Q4 2023. 3,479 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bank of Montreal held 1,347,459 shares of McDonald's worth $364M as of Q2 2026.
Bank of Montreal sold 53,862 McDonald's shares in Q2 2026, an estimated $15.4M.
McDonald's made up 0.12% of Bank of Montreal's portfolio in Q2 2026, its #139 holding.
Bank of Montreal first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's McDonald's position peaked at $550M in Q4 2023.
3,479 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.