Bruce G. Allen Investments’s McDonald's MCD Stock Holding History

Bruce G. Allen 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	$257K	Sell	950 -62	-6%	-$17.8K	0.16%	63
2026 Q1	$315K	Sell	1,012 -21	-2%	-$6.69K	0.21%	52
2025 Q4	$316K	Sell	1,033 -4	-0.4%	-$1.23K	0.21%	53
2025 Q3	$315K	Sell	1,037 -9	-0.9%	-$2.74K	0.23%	52
2025 Q2	$306K	Sell	1,046 -71	-6%	-$21.9K	0.23%	52
2025 Q1	$349K	Sell	1,117 -51	-4%	-$15.3K	0.28%	43
2024 Q4	$339K	Buy	1,168 +29	+3%	+$8.65K	0.27%	48
2024 Q3	$347K	Buy	1,139 +54	+5%	+$14.9K	0.27%	49
2024 Q2	$277K	Sell	1,085 -7	-0.6%	-$1.86K	0.23%	55
2024 Q1	$308K	Sell	1,092 -9	-0.8%	-$2.62K	0.25%	52
2023 Q4	$326K	Buy	+1,101	New	+$300K	0.3%	45

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

Bruce G. Allen Investments's MCD Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its McDonald's (MCD) stake by 6.1% in Q2 2026, selling an estimated $17.8K and leaving 950 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #63.

Bruce G. Allen Investments first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bruce G. Allen Investments held 950 shares of McDonald's worth $257K as of Q2 2026.
Bruce G. Allen Investments sold 62 McDonald's shares in Q2 2026, an estimated $17.8K.
McDonald's made up 0.16% of Bruce G. Allen Investments's portfolio in Q2 2026, its #63 holding.
Bruce G. Allen Investments first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's McDonald's position peaked at $349K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.