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Cardinal Point Capital Management’s McDonald's MCD Stock Holding History

Cardinal Point Capital 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 		$3.39M Buy
12,529
+90
+0.7% +$25.8K 0.19% 65
2026
Q1 		$3.87M Sell
12,439
-100
-0.8% -$31.9K 0.24% 64
2025
Q4 		$3.83M Buy
12,539
+737
+6% +$226K 0.25% 64
2025
Q3 		$3.59M Sell
11,802
-1,057
-8% -$322K 0.25% 63
2025
Q2 		$3.76M Sell
12,859
-200
-2% -$61.7K 0.3% 58
2025
Q1 		$4.08M Buy
+13,059
New +$3.91M 0.37% 54

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

Cardinal Point Capital Management's MCD Position: Q2 2026 in Review

Cardinal Point Capital Management increased its McDonald's (MCD) stake by 0.72% in Q2 2026, buying an estimated $25.8K and bringing the position to 12,529 shares worth $3.39M. The position accounts for 0.19% of the portfolio, ranked #65.

Cardinal Point Capital Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.08M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cardinal Point Capital Management held 12,529 shares of McDonald's worth $3.39M as of Q2 2026.
  • Cardinal Point Capital Management bought 90 McDonald's shares in Q2 2026, an estimated $25.8K.
  • McDonald's made up 0.19% of Cardinal Point Capital Management's portfolio in Q2 2026, its #65 holding.
  • Cardinal Point Capital Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's McDonald's position peaked at $4.08M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.