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Cadent Capital Advisors’s McDonald's MCD Stock Holding History

Cadent Capital Advisors’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 		$366K Sell
1,355
-11
-0.8% -$3.15K 0.08% 143
2026
Q1 		$424K Buy
1,366
+17
+1% +$5.42K 0.11% 116
2025
Q4 		$412K Sell
1,349
-3
-0.2% -$919 0.11% 115
2025
Q3 		$411K Buy
+1,352
New +$411K 0.11% 127
2023
Q3 		– Sell
-1,210
Closed -$361K – 139
2023
Q2 		$361K Sell
1,210
-7
-0.6% -$2.03K 0.22% 72
2023
Q1 		$340K Buy
1,217
+63
+5% +$16.9K 0.16% 78
2022
Q4 		$304K Buy
1,154
+3
+0.3% +$791 0.15% 86
2022
Q3 		$265K Buy
1,151
+3
+0.3% +$767 0.15% 83
2022
Q2 		$283K Sell
1,148
-32
-3% -$7.88K 0.16% 77
2022
Q1 		$292K Buy
1,180
+39
+3% +$9.71K 0.13% 99
2021
Q4 		$306K Sell
1,141
-132
-10% -$33.3K 0.14% 91
2021
Q3 		$307K Buy
1,273
+3
+0.2% +$716 0.14% 91
2021
Q2 		$293K Buy
1,270
+3
+0.2% +$698 0.12% 108
2021
Q1 		$284K Buy
1,267
+3
+0.2% +$642 0.13% 97
2020
Q4 		$271K Buy
+1,264
New +$275K 0.13% 89

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

Cadent Capital Advisors's MCD Position: Q2 2026 in Review

Cadent Capital Advisors reduced its McDonald's (MCD) stake by 0.81% in Q2 2026, selling an estimated $3.15K and leaving 1,355 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #143.

Cadent Capital Advisors first reported a position in MCD in Q4 2020 and has held it in 15 quarters since. The position peaked at $424K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cadent Capital Advisors held 1,355 shares of McDonald's worth $366K as of Q2 2026.
  • Cadent Capital Advisors sold 11 McDonald's shares in Q2 2026, an estimated $3.15K.
  • McDonald's made up 0.08% of Cadent Capital Advisors's portfolio in Q2 2026, its #143 holding.
  • Cadent Capital Advisors first reported a position in McDonald's in Q4 2020 and has held it in 15 quarters since.
  • Cadent Capital Advisors's McDonald's position peaked at $424K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.