CPA
MCD icon

Cardiff Park Advisors’s McDonald's MCD Stock Holding History

Cardiff Park 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 		$1M Buy
3,715
+9
+0.2% +$2.58K 0.08% 115
2026
Q1 		$1.15M Sell
3,706
-11
-0.3% -$3.5K 0.09% 107
2025
Q4 		$1.14M Sell
3,717
-3
-0.1% -$919 0.09% 112
2025
Q3 		$1.13M Buy
3,720
+101
+3% +$30.7K 0.09% 118
2025
Q2 		$1.06M Sell
3,619
-84
-2% -$25.9K 0.09% 114
2025
Q1 		$1.16M Sell
3,703
-95
-3% -$28.4K 0.11% 96
2024
Q4 		$1.1M Sell
3,798
-18
-0.5% -$5.37K 0.1% 101
2024
Q3 		$1.16M Buy
3,816
+5
+0.1% +$1.38K 0.1% 93
2024
Q2 		$971K Sell
3,811
-80
-2% -$21.2K 0.09% 101
2024
Q1 		$1.1M Sell
3,891
-160
-4% -$46.5K 0.1% 95
2023
Q4 		$1.2M Buy
4,051
+573
+16% +$156K 0.13% 78
2023
Q3 		$916K Hold
3,478
– – 0.12% 89
2023
Q2 		$1.04M Hold
3,478
– – 0.13% 85
2023
Q1 		$973K Sell
3,478
-120
-3% -$32.1K 0.13% 91
2022
Q4 		$948K Sell
3,598
-61
-2% -$16.1K 0.13% 95
2022
Q3 		$844K Sell
3,659
-76
-2% -$19.4K 0.13% 100
2022
Q2 		$922K Sell
3,735
-26
-0.7% -$6.4K 0.14% 88
2022
Q1 		$930K Sell
3,761
-306
-8% -$76.2K 0.13% 80
2021
Q4 		$1.09M Buy
+4,067
New +$1.03M 0.14% 70

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

Cardiff Park Advisors's MCD Position: Q2 2026 in Review

Cardiff Park Advisors increased its McDonald's (MCD) stake by 0.24% in Q2 2026, buying an estimated $2.58K and bringing the position to 3,715 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #115.

Cardiff Park Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2023. 3,474 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cardiff Park Advisors held 3,715 shares of McDonald's worth $1M as of Q2 2026.
  • Cardiff Park Advisors bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
  • McDonald's made up 0.08% of Cardiff Park Advisors's portfolio in Q2 2026, its #115 holding.
  • Cardiff Park Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's McDonald's position peaked at $1.2M in Q4 2023.
  • 3,474 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.