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Bryn Mawr Capital Management’s McDonald's MCD Stock Holding History

Bryn Mawr 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 		$12.3M Sell
45,382
-971
-2% -$278K 0.53% 47
2026
Q1 		$14.4M Sell
46,353
-368
-0.8% -$117K 0.7% 36
2025
Q4 		$14.3M Sell
46,721
-1,086
-2% -$333K 0.69% 37
2025
Q3 		$14.5M Buy
47,807
+54
+0.1% +$16.4K 0.72% 29
2025
Q2 		$14M Sell
47,753
-238
-0.5% -$73.4K 0.76% 29
2025
Q1 		$15M Buy
47,991
+2,162
+5% +$647K 0.9% 25
2024
Q4 		$13.3M Sell
45,829
-432
-0.9% -$129K 0.72% 34
2024
Q3 		$14.1M Sell
46,261
-362
-0.8% -$99.8K 0.76% 30
2024
Q2 		$11.9M Buy
46,623
+1,326
+3% +$352K 0.65% 37
2024
Q1 		$12.8M Buy
45,297
+3,038
+7% +$884K 0.73% 32
2023
Q4 		$12.5M Sell
42,259
-1,180
-3% -$321K 0.78% 27
2023
Q3 		$11.4M Buy
43,439
+10,110
+30% +$2.88M 0.75% 32
2023
Q2 		$9.95M Buy
33,329
+178
+0.5% +$51.7K 0.93% 27
2023
Q1 		$9.27M Sell
33,151
-240
-0.7% -$64.3K 0.97% 28
2022
Q4 		$8.8M Buy
+33,391
New +$8.81M 0.95% 30

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

Bryn Mawr Capital Management's MCD Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $278K and leaving 45,382 shares worth $12.3M. The position accounts for 0.53% of the portfolio, ranked #47.

Bryn Mawr Capital Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $15M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bryn Mawr Capital Management held 45,382 shares of McDonald's worth $12.3M as of Q2 2026.
  • Bryn Mawr Capital Management sold 971 McDonald's shares in Q2 2026, an estimated $278K.
  • McDonald's made up 0.53% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #47 holding.
  • Bryn Mawr Capital Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Bryn Mawr Capital Management's McDonald's position peaked at $15M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.