Boit C.F. David’s McDonald's MCD Stock Holding History

Boit C.F. David’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	$5.35M	Hold	19,800	–	–	2.25%	15
2026 Q1	$6.15M	Hold	19,800	–	–	2.73%	11
2025 Q4	$6.08M	Hold	19,800	–	–	2.63%	12
2025 Q3	$6.02M	Hold	19,800	–	–	2.72%	12
2025 Q2	$5.78M	Hold	19,800	–	–	2.78%	11
2025 Q1	$6.18M	Hold	19,800	–	–	3.1%	10
2024 Q4	$5.74M	Hold	19,800	–	–	2.33%	14
2024 Q3	$6.01M	Hold	19,800	–	–	2.98%	10
2024 Q2	$5.05M	Hold	19,800	–	–	2.63%	11
2024 Q1	$5.43M	Hold	19,800	–	–	2.97%	10
2023 Q4	$5.83M	Buy	19,800 +1,000	+5%	+$272K	3.29%	8
2023 Q3	$4.85M	Hold	18,800	–	–	3.32%	9
2023 Q2	$5.61M	Sell	18,800 -300	-2%	-$87.2K	3.72%	7
2023 Q1	$5.56M	Hold	19,100	–	–	3.8%	7
2022 Q4	$5.03M	Hold	19,100	–	–	3.59%	7
2022 Q3	$4.41M	Buy	+19,100	New	+$4.88M	3.58%	7
2022 Q1	$4.72M	Sell	19,100 -200	-1%	-$49.8K	3.1%	8
2021 Q4	$5.17M	Hold	19,300	–	–	3.28%	8
2021 Q3	$4.69M	Hold	19,300	–	–	3.22%	8
2021 Q2	$4.46M	Buy	+19,300	New	+$4.49M	3.39%	8

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

Boit C.F. David's MCD Position: Q2 2026 in Review

Boit C.F. David held its McDonald's (MCD) position steady in Q2 2026 at 19,800 shares worth $5.35M. The position accounts for 2.25% of the portfolio, ranked #15.

Boit C.F. David first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.18M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Boit C.F. David held 19,800 shares of McDonald's worth $5.35M as of Q2 2026.
Boit C.F. David left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 2.25% of Boit C.F. David's portfolio in Q2 2026, its #15 holding.
Boit C.F. David first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's McDonald's position peaked at $6.18M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.