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Brooktree Capital Management’s McDonald's MCD Stock Holding History

Brooktree Capital 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 		$586K Hold
2,168
– – 0.38% 30
2026
Q1 		$674K Sell
2,168
-128
-6% -$40.8K 0.53% 28
2025
Q4 		$702K Hold
2,296
– – 0.47% 24
2025
Q3 		$698K Hold
2,296
– – 0.44% 24
2025
Q2 		$671K Buy
+2,296
New +$708K 0.44% 25
2024
Q1 		– Sell
-990
Closed -$294K – 29
2023
Q4 		$294K Buy
990
+86
+10% +$23.4K 0.24% 26
2023
Q3 		$238K Hold
904
– – 0.2% 27
2023
Q2 		$270K Sell
904
-250
-22% -$72.6K 0.21% 28
2023
Q1 		$323K Sell
1,154
-525
-31% -$141K 0.25% 28
2022
Q4 		$442K Sell
1,679
-497
-23% -$131K 0.36% 29
2022
Q3 		$502K Sell
2,176
-622
-22% -$159K 0.41% 31
2022
Q2 		$691K Sell
2,798
-276
-9% -$68K 0.52% 31
2022
Q1 		$760K Sell
3,074
-9,905
-76% -$2.47M 0.5% 33
2021
Q4 		$3.48M Sell
12,979
-225
-2% -$56.8K 2.13% 15
2021
Q3 		$3.18M Sell
13,204
-2
-0% -$477 2.03% 17
2021
Q2 		$3.05M Sell
13,206
-50
-0.4% -$11.6K 1.96% 18
2021
Q1 		$2.97M Sell
13,256
-947
-7% -$203K 1.99% 17
2020
Q4 		$3.05M Sell
14,203
-1,040
-7% -$226K 2.24% 14
2020
Q3 		$3.35M Sell
15,243
-25
-0.2% -$5.13K 2.83% 12
2020
Q2 		$2.82M Hold
15,268
– – 2.65% 14
2020
Q1 		$2.52M Hold
15,268
– – 2.93% 13
2019
Q4 		$3.02M Buy
+15,268
New +$3.03M 2.77% 12

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brooktree Capital Management's MCD Position: Q2 2026 in Review

Brooktree Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 2,168 shares worth $586K. The position accounts for 0.38% of the portfolio, ranked #30.

Brooktree Capital Management first reported a position in MCD in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.48M in Q4 2021. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Brooktree Capital Management held 2,168 shares of McDonald's worth $586K as of Q2 2026.
  • Brooktree Capital Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.38% of Brooktree Capital Management's portfolio in Q2 2026, its #30 holding.
  • Brooktree Capital Management first reported a position in McDonald's in Q4 2019 and has held it in 22 quarters since.
  • Brooktree Capital Management's McDonald's position peaked at $3.48M in Q4 2021.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brooktree Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.