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

Bell 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 		$4.01M Buy
14,820
+7,754
+110% +$2.22M 1.07% 38
2026
Q1 		$2.2M Sell
7,066
-3,545
-33% -$1.13M 0.65% 58
2025
Q4 		$3.25M Buy
+10,611
New +$3.25M 0.87% 53
2024
Q4 		– Sell
-20,380
Closed -$6.21M – 69
2024
Q3 		$6.21M Sell
20,380
-7,848
-28% -$2.16M 1.14% 39
2024
Q2 		$7.19M Buy
28,228
+5,385
+24% +$1.43M 1.01% 48
2024
Q1 		$6.44M Sell
22,843
-86
-0.4% -$25K 0.94% 54
2023
Q4 		$6.8M Buy
+22,929
New +$6.24M 1.04% 50
2021
Q4 		– Sell
-26,396
Closed -$6.36M – 58
2021
Q3 		$6.36M Buy
26,396
+3,363
+15% +$803K 1.09% 49
2021
Q2 		$5.32M Sell
23,033
-2,423
-10% -$564K 1.04% 55
2021
Q1 		$5.71M Sell
25,456
-1,680
-6% -$359K 1.23% 44
2020
Q4 		$5.82M Sell
27,136
-1,876
-6% -$408K 1.27% 40
2020
Q3 		$6.37M Sell
29,012
-65
-0.2% -$13.3K 1.58% 29
2020
Q2 		$5.36M Sell
29,077
-1,081
-4% -$198K 1.45% 31
2020
Q1 		$4.99M Buy
30,158
+1,076
+4% +$212K 1.55% 32
2019
Q4 		$5.75M Sell
29,082
-18,317
-39% -$3.63M 1.48% 26
2019
Q3 		$10.2M Sell
47,399
-4,476
-9% -$960K 1.56% 25
2019
Q2 		$10.8M Buy
51,875
+92
+0.2% +$18.2K 1.75% 19
2019
Q1 		$9.83M Buy
51,783
+2,660
+5% +$483K 1.69% 20
2018
Q4 		$8.72M Sell
49,123
-3,440
-7% -$610K 1.83% 16
2018
Q3 		$8.79M Buy
52,563
+8,057
+18% +$1.29M 1.83% 16
2018
Q2 		$6.99M Buy
+44,506
New +$7.22M 1.69% 21

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

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

Bell Asset Management increased its McDonald's (MCD) stake by 110% in Q2 2026, buying an estimated $2.22M and bringing the position to 14,820 shares worth $4.01M. The position accounts for 1.07% of the portfolio, ranked #38.

Bell Asset Management first reported a position in MCD in Q2 2018 and has held it in 21 quarters since. The position peaked at $10.8M in Q2 2019. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bell Asset Management held 14,820 shares of McDonald's worth $4.01M as of Q2 2026.
  • Bell Asset Management bought 7,754 McDonald's shares in Q2 2026, an estimated $2.22M.
  • McDonald's made up 1.07% of Bell Asset Management's portfolio in Q2 2026, its #38 holding.
  • Bell Asset Management first reported a position in McDonald's in Q2 2018 and has held it in 21 quarters since.
  • Bell Asset Management's McDonald's position peaked at $10.8M in Q2 2019.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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