Blue Edge Capital’s McDonald's MCD Stock Holding History

Blue Edge Capital’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	$762K	Sell	2,820 -63	-2%	-$18.1K	0.09%	88
2026 Q1	$896K	Hold	2,883	–	–	0.12%	81
2025 Q4	$881K	Buy	2,883 +63	+2%	+$19.3K	0.12%	83
2025 Q3	$857K	Hold	2,820	–	–	0.12%	80
2025 Q2	$824K	Hold	2,820	–	–	0.12%	80
2025 Q1	$881K	Hold	2,820	–	–	0.14%	76
2024 Q4	$817K	Hold	2,820	–	–	0.13%	78
2024 Q3	$859K	Hold	2,820	–	–	0.13%	78
2024 Q2	$719K	Hold	2,820	–	–	0.12%	83
2024 Q1	$795K	Hold	2,820	–	–	0.13%	82
2023 Q4	$836K	Hold	2,820	–	–	0.16%	73
2023 Q3	$743K	Hold	2,820	–	–	0.16%	76
2023 Q2	$842K	Hold	2,820	–	–	0.17%	67
2023 Q1	$789K	Buy	2,820 +1,895	+205%	+$508K	0.17%	72
2022 Q4	$244K	Hold	925	–	–	0.06%	101
2022 Q3	$213K	Hold	925	–	–	0.05%	103
2022 Q2	$228K	Hold	925	–	–	0.05%	101
2022 Q1	$229K	Hold	925	–	–	0.05%	102
2021 Q4	$248K	Hold	925	–	–	0.05%	96
2021 Q3	$223K	Hold	925	–	–	0.05%	95
2021 Q2	$214K	Hold	925	–	–	0.04%	104
2021 Q1	$207K	Buy	+925	New	+$198K	0.05%	94
2020 Q4	–	Sell	-925	Closed	-$203K	–	103
2020 Q3	$203K	Buy	+925	New	+$190K	0.06%	97
2014 Q1	–	Sell	-7,502	Closed	-$728K	–	71
2013 Q4	$728K	Buy	+7,502	New	+$721K	0.53%	55

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

Blue Edge Capital's MCD Position: Q2 2026 in Review

Blue Edge Capital reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $18.1K and leaving 2,820 shares worth $762K. The position accounts for 0.09% of the portfolio, ranked #88.

Blue Edge Capital first reported a position in MCD in Q4 2013 and has held it in 24 quarters since. The position peaked at $896K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Blue Edge Capital held 2,820 shares of McDonald's worth $762K as of Q2 2026.
Blue Edge Capital sold 63 McDonald's shares in Q2 2026, an estimated $18.1K.
McDonald's made up 0.09% of Blue Edge Capital's portfolio in Q2 2026, its #88 holding.
Blue Edge Capital first reported a position in McDonald's in Q4 2013 and has held it in 24 quarters since.
Blue Edge Capital's McDonald's position peaked at $896K in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.