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Cambria Investment Management’s McDonald's MCD Stock Holding History

Cambria Investment 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 		$1.54M Buy
5,688
+1,934
+52% +$555K 0.08% 228
2026
Q1 		$1.17M Sell
3,754
-172
-4% -$54.8K 0.07% 207
2025
Q4 		$1.2M Buy
3,926
+1,164
+42% +$357K 0.07% 218
2025
Q3 		$839K Buy
2,762
+1,623
+142% +$494K 0.05% 243
2025
Q2 		$333K Buy
+1,139
New +$351K 0.02% 361
2019
Q4 		– Sell
-23,160
Closed -$4.97M – 213
2019
Q3 		$4.97M Sell
23,160
-336
-1% -$72K 0.75% 52
2019
Q2 		$4.88M Sell
23,496
-1,191
-5% -$236K 0.75% 50
2019
Q1 		$4.69M Buy
24,687
+1,135
+5% +$206K 0.73% 50
2018
Q4 		$4.18M Sell
23,552
-2,410
-9% -$427K 0.71% 46
2018
Q3 		$4.34M Sell
25,962
-416
-2% -$66.7K 0.64% 68
2018
Q2 		$4.17M Sell
26,378
-3,198
-11% -$519K 0.62% 73
2018
Q1 		$4.63M Sell
29,576
-6,775
-19% -$1.11M 0.67% 57
2017
Q4 		$6.26M Sell
36,351
-1,052
-3% -$177K 0.87% 43
2017
Q3 		$5.86M Buy
37,403
+1,684
+5% +$264K 0.9% 35
2017
Q2 		$5.47M Buy
+35,719
New +$5.16M 1.18% 16

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

Cambria Investment Management's MCD Position: Q2 2026 in Review

Cambria Investment Management increased its McDonald's (MCD) stake by 52% in Q2 2026, buying an estimated $555K and bringing the position to 5,688 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #228.

Cambria Investment Management first reported a position in MCD in Q2 2017 and has held it in 15 quarters since. The position peaked at $6.26M in Q4 2017. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cambria Investment Management held 5,688 shares of McDonald's worth $1.54M as of Q2 2026.
  • Cambria Investment Management bought 1,934 McDonald's shares in Q2 2026, an estimated $555K.
  • McDonald's made up 0.08% of Cambria Investment Management's portfolio in Q2 2026, its #228 holding.
  • Cambria Investment Management first reported a position in McDonald's in Q2 2017 and has held it in 15 quarters since.
  • Cambria Investment Management's McDonald's position peaked at $6.26M in Q4 2017.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.