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Brookwood Investment Group’s McDonald's MCD Stock Holding History

Brookwood Investment Group’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 		$669K Buy
2,477
+157
+7% +$45K 0.08% 254
2026
Q1 		$721K Sell
2,320
-654
-22% -$208K 0.09% 213
2025
Q4 		$909K Buy
2,974
+431
+17% +$132K 0.11% 184
2025
Q3 		$773K Sell
2,543
-183
-7% -$55.7K 0.1% 185
2025
Q2 		$796K Buy
2,726
+897
+49% +$277K 0.13% 166
2025
Q1 		$571K Buy
+1,829
New +$547K 0.1% 204

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

Brookwood Investment Group's MCD Position: Q2 2026 in Review

Brookwood Investment Group increased its McDonald's (MCD) stake by 6.8% in Q2 2026, buying an estimated $45K and bringing the position to 2,477 shares worth $669K. The position accounts for 0.08% of the portfolio, ranked #254.

Brookwood Investment Group first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $909K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Brookwood Investment Group held 2,477 shares of McDonald's worth $669K as of Q2 2026.
  • Brookwood Investment Group bought 157 McDonald's shares in Q2 2026, an estimated $45K.
  • McDonald's made up 0.08% of Brookwood Investment Group's portfolio in Q2 2026, its #254 holding.
  • Brookwood Investment Group first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's McDonald's position peaked at $909K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.