Bolthouse Investments’s McDonald's MCD Stock Holding History

Bolthouse Investments’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	$682K	Hold	2,522	–	–	0.55%	35
2026 Q1	$784K	Hold	2,522	–	–	0.71%	30
2025 Q4	$771K	Buy	2,522 +269	+12%	+$82.4K	0.69%	28
2025 Q3	$685K	Hold	2,253	–	–	0.62%	32
2025 Q2	$658K	Hold	2,253	–	–	0.65%	33
2025 Q1	$704K	Hold	2,253	–	–	0.73%	29
2024 Q4	$653K	Buy	+2,253	New	+$672K	0.6%	32

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

Bolthouse Investments's MCD Position: Q2 2026 in Review

Bolthouse Investments held its McDonald's (MCD) position steady in Q2 2026 at 2,522 shares worth $682K. The position accounts for 0.55% of the portfolio, ranked #35.

Bolthouse Investments first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $784K in Q1 2026. 3,469 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bolthouse Investments held 2,522 shares of McDonald's worth $682K as of Q2 2026.
Bolthouse Investments left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.55% of Bolthouse Investments's portfolio in Q2 2026, its #35 holding.
Bolthouse Investments first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Bolthouse Investments's McDonald's position peaked at $784K in Q1 2026.
3,469 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.