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

BOS 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	$560K	Hold	2,072	–	–	0.13%	117
2026 Q1	$644K	Buy	2,072 +26	+1%	+$8.28K	0.16%	103
2025 Q4	$625K	Sell	2,046 -17	-0.8%	-$5.21K	0.17%	101
2025 Q3	$627K	Buy	2,063 +202	+11%	+$61.5K	0.18%	98
2025 Q2	$544K	Buy	1,861 +22	+1%	+$6.78K	0.17%	96
2025 Q1	$574K	Buy	1,839 +150	+9%	+$44.9K	0.2%	86
2024 Q4	$490K	Sell	1,689 -1,000	-37%	-$298K	0.18%	85
2024 Q3	$819K	Hold	2,689	–	–	0.3%	60
2024 Q2	$685K	Hold	2,689	–	–	0.32%	59
2024 Q1	$758K	Hold	2,689	–	–	0.4%	51
2023 Q4	$797K	Hold	2,689	–	–	0.55%	42
2023 Q3	$708K	Hold	2,689	–	–	0.52%	50
2023 Q2	$802K	Hold	2,689	–	–	0.62%	41
2023 Q1	$752K	Buy	2,689 +17	+0.6%	+$4.55K	0.63%	41
2022 Q4	$704K	Buy	+2,672	New	+$705K	0.63%	40

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

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

BOS Asset Management held its McDonald's (MCD) position steady in Q2 2026 at 2,072 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #117.

BOS Asset Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $819K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

BOS Asset Management held 2,072 shares of McDonald's worth $560K as of Q2 2026.
BOS Asset Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.13% of BOS Asset Management's portfolio in Q2 2026, its #117 holding.
BOS Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's McDonald's position peaked at $819K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.