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Carlson Capital’s McDonald's MCD Stock Holding History

Carlson Capital’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 		$15.1M Buy
+55,976
New +$16.1M 3.06% 9
2021
Q2 		– Sell
-36,361
Closed -$8.15M – 188
2021
Q1 		$8.15M Buy
36,361
+9,602
+36% +$2.05M 0.3% 86
2020
Q4 		$5.74M Buy
+26,759
New +$5.82M 0.2% 111
2020
Q2 		– Sell
-61,400
Closed -$10.2M – 210
2020
Q1 		$10.2M Buy
61,400
+33,225
+118% +$6.55M 0.27% 97
2019
Q4 		$5.57M Buy
+28,175
New +$5.59M 0.1% 181
2018
Q1 		– Sell
-335,046
Closed -$57.7M – 267
2017
Q4 		$57.7M Buy
335,046
+25,094
+8% +$4.21M 0.98% 18
2017
Q3 		$48.6M Buy
309,952
+26,915
+10% +$4.22M 0.83% 25
2017
Q2 		$43.4M Buy
283,037
+48,000
+20% +$6.94M 0.62% 41
2017
Q1 		$30.5M Buy
235,037
+59,552
+34% +$7.47M 0.39% 85
2016
Q4 		$21.4M Sell
175,485
-59,515
-25% -$6.98M 0.26% 120
2016
Q3 		$27.1M Buy
+235,000
New +$27.8M 0.34% 92
2016
Q2 		– Sell
-185,000
Closed -$23.3M – 315
2016
Q1 		$23.3M Buy
+185,000
New +$22.1M 0.28% 110
2015
Q4 		– Sell
-165,000
Closed -$16.3M – 346
2015
Q3 		$16.3M Sell
165,000
-75,000
-31% -$7.31M 0.19% 155
2015
Q2 		$22.8M Buy
240,000
+100,000
+71% +$9.67M 0.25% 128
2015
Q1 		$13.6M Sell
140,000
-31,280
-18% -$2.97M 0.15% 182
2014
Q4 		$16M Buy
+171,280
New +$16M 0.16% 182
2014
Q2 		– Sell
-274,251
Closed -$26.9M – 369
2014
Q1 		$26.9M Buy
274,251
+79,121
+41% +$7.57M 0.31% 112
2013
Q4 		$18.9M Buy
+195,130
New +$18.7M 0.21% 159

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

Carlson Capital's MCD Position: Q2 2026 in Review

Carlson Capital opened a new position in McDonald's (MCD) in Q2 2026: 55,976 shares worth $15.1M. The stake represents 3.06% of the portfolio and ranks #9 among its holdings. This is a return to the name: Carlson Capital previously reported a position in MCD as recently as Q1 2021.

Carlson Capital first reported a position in MCD in Q4 2013 and has held it in 18 quarters since. The position peaked at $57.7M in Q4 2017. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Carlson Capital held 55,976 shares of McDonald's worth $15.1M as of Q2 2026.
  • McDonald's was a new Carlson Capital position in Q2 2026.
  • McDonald's made up 3.06% of Carlson Capital's portfolio in Q2 2026, its #9 holding.
  • Carlson Capital first reported a position in McDonald's in Q4 2013 and has held it in 18 quarters since.
  • Carlson Capital's McDonald's position peaked at $57.7M in Q4 2017.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.