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Callan Family Office’s McDonald's MCD Stock Holding History

Callan Family Office’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 		$5.56M Buy
20,562
+30
+0.1% +$8.6K 0.11% 185
2026
Q1 		$6.38M Sell
20,532
-98
-0.5% -$31.2K 0.14% 153
2025
Q4 		$6.31M Buy
20,630
+3,412
+20% +$1.05M 0.14% 160
2025
Q3 		$5.23M Sell
17,218
-732
-4% -$223K 0.17% 140
2025
Q2 		$5.24M Buy
17,950
+11,101
+162% +$3.42M 0.17% 145
2025
Q1 		$2.14M Sell
6,849
-3,253
-32% -$973K 0.16% 123
2024
Q4 		$2.93M Buy
10,102
+9,390
+1,319% +$2.8M 0.19% 106
2024
Q3 		$217K Buy
+712
New +$196K 0.04% 173

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

Callan Family Office's MCD Position: Q2 2026 in Review

Callan Family Office increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $8.6K and bringing the position to 20,562 shares worth $5.56M. The position accounts for 0.11% of the portfolio, ranked #185.

Callan Family Office first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.38M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Callan Family Office held 20,562 shares of McDonald's worth $5.56M as of Q2 2026.
  • Callan Family Office bought 30 McDonald's shares in Q2 2026, an estimated $8.6K.
  • McDonald's made up 0.11% of Callan Family Office's portfolio in Q2 2026, its #185 holding.
  • Callan Family Office first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's McDonald's position peaked at $6.38M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.