Campion Asset Management’s McDonald's MCD Stock Holding History

Campion Asset 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	$568K	Buy	2,102 +8	+0.4%	+$2.29K	0.35%	42
2026 Q1	$651K	Sell	2,094 -60	-3%	-$19.1K	0.44%	35
2025 Q4	$658K	Sell	2,154 -33	-2%	-$10.1K	0.46%	33
2025 Q3	$665K	Hold	2,187	–	–	0.47%	34
2025 Q2	$639K	Hold	2,187	–	–	0.48%	34
2025 Q1	$683K	Hold	2,187	–	–	0.53%	32
2024 Q4	$634K	Hold	2,187	–	–	0.48%	37
2024 Q3	$666K	Hold	2,187	–	–	0.49%	36
2024 Q2	$557K	Hold	2,187	–	–	0.44%	42
2024 Q1	$617K	Hold	2,187	–	–	0.48%	39
2023 Q4	$648K	Hold	2,187	–	–	0.55%	35
2023 Q3	$576K	Hold	2,187	–	–	0.53%	38
2023 Q2	$653K	Hold	2,187	–	–	0.58%	36
2023 Q1	$612K	Hold	2,187	–	–	0.58%	37
2022 Q4	$576K	Hold	2,187	–	–	0.57%	41
2022 Q3	$505K	Hold	2,187	–	–	0.53%	41
2022 Q2	$540K	Hold	2,187	–	–	0.53%	41
2022 Q1	$541K	Hold	2,187	–	–	0.46%	45
2021 Q4	$586K	Buy	2,187 +423	+24%	+$107K	0.49%	42
2021 Q3	$425K	Hold	1,764	–	–	0.38%	53
2021 Q2	$407K	Hold	1,764	–	–	0.34%	57
2021 Q1	$395K	Buy	+1,764	New	+$377K	0.3%	65

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

Campion Asset Management's MCD Position: Q2 2026 in Review

Campion Asset Management increased its McDonald's (MCD) stake by 0.38% in Q2 2026, buying an estimated $2.29K and bringing the position to 2,102 shares worth $568K. The position accounts for 0.35% of the portfolio, ranked #42.

Campion Asset Management first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $683K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Campion Asset Management held 2,102 shares of McDonald's worth $568K as of Q2 2026.
Campion Asset Management bought 8 McDonald's shares in Q2 2026, an estimated $2.29K.
McDonald's made up 0.35% of Campion Asset Management's portfolio in Q2 2026, its #42 holding.
Campion Asset Management first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
Campion Asset Management's McDonald's position peaked at $683K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.