Brooks Moore & Associates’s McDonald's MCD Stock Holding History

Brooks Moore & Associates’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	$287K	Hold	1,062	–	–	0.13%	101
2026 Q1	$330K	Hold	1,062	–	–	0.17%	89
2025 Q4	$325K	Hold	1,062	–	–	0.16%	89
2025 Q3	$323K	Hold	1,062	–	–	0.16%	89
2025 Q2	$319K	Hold	1,062	–	–	0.17%	91
2025 Q1	$332K	Hold	1,062	–	–	0.19%	85
2024 Q4	$308K	Sell	1,062 -100	-9%	-$29.8K	0.18%	83
2024 Q3	$354K	Hold	1,162	–	–	0.21%	74
2024 Q2	$296K	Hold	1,162	–	–	0.19%	77
2024 Q1	$328K	Hold	1,162	–	–	0.21%	75
2023 Q4	$345K	Hold	1,162	–	–	0.24%	68
2023 Q3	$306K	Hold	1,162	–	–	0.23%	68
2023 Q2	$347K	Hold	1,162	–	–	0.24%	68
2023 Q1	$325K	Sell	1,162 -150	-11%	-$40.2K	0.23%	67
2022 Q4	$346K	Buy	1,312 +136	+12%	+$35.9K	0.25%	65
2022 Q3	$271K	Hold	1,176	–	–	0.22%	66
2022 Q2	$290K	Buy	1,176 +150	+15%	+$36.9K	0.21%	72
2022 Q1	$254K	Hold	1,026	–	–	0.16%	89
2021 Q4	$275K	Sell	1,026 -25	-2%	-$6.31K	0.16%	89
2021 Q3	$253K	Sell	1,051 -58	-5%	-$13.8K	0.17%	92
2021 Q2	$256K	Sell	1,109 -50	-4%	-$11.6K	0.16%	90
2021 Q1	$260K	Hold	1,159	–	–	0.18%	83
2020 Q4	$249K	Hold	1,159	–	–	0.19%	84
2020 Q3	$254K	Hold	1,159	–	–	0.22%	76
2020 Q2	$214K	Buy	+1,159	New	+$213K	0.2%	77
2020 Q1	–	Sell	-1,159	Closed	-$229K	–	88
2019 Q4	$229K	Hold	1,159	–	–	0.18%	92
2019 Q3	$249K	Hold	1,159	–	–	0.21%	88
2019 Q2	$241K	Hold	1,159	–	–	0.21%	92
2019 Q1	$220K	Hold	1,159	–	–	0.2%	87
2018 Q4	$206K	Buy	+1,159	New	+$206K	0.21%	85

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

Brooks Moore & Associates's MCD Position: Q2 2026 in Review

Brooks Moore & Associates held its McDonald's (MCD) position steady in Q2 2026 at 1,062 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #101.

Brooks Moore & Associates first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $354K in Q3 2024. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Brooks Moore & Associates held 1,062 shares of McDonald's worth $287K as of Q2 2026.
Brooks Moore & Associates left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.13% of Brooks Moore & Associates's portfolio in Q2 2026, its #101 holding.
Brooks Moore & Associates first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
Brooks Moore & Associates's McDonald's position peaked at $354K in Q3 2024.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.