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Carmel Capital Partners’s McDonald's MCD Stock Holding History

Carmel Capital Partners’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 		$280K Sell
1,035
-22
-2% -$6.31K 0.09% 108
2026
Q1 		$329K Sell
1,057
-287
-21% -$91.4K 0.12% 94
2025
Q4 		$411K Sell
1,344
-5
-0.4% -$1.53K 0.14% 86
2025
Q3 		$410K Sell
1,349
-1,044
-44% -$318K 0.17% 81
2025
Q2 		$699K Buy
2,393
+3
+0.1% +$925 0.25% 75
2025
Q1 		$747K Buy
2,390
+8
+0.3% +$2.39K 0.29% 72
2024
Q4 		$691K Sell
2,382
-6
-0.3% -$1.79K 0.28% 67
2024
Q3 		$727K Buy
2,388
+101
+4% +$27.8K 0.28% 72
2024
Q2 		$583K Buy
2,287
+66
+3% +$17.5K 0.25% 70
2024
Q1 		$626K Buy
2,221
+1,038
+88% +$302K 0.26% 72
2023
Q4 		$351K Sell
1,183
-115
-9% -$31.3K 0.18% 94
2023
Q3 		$342K Sell
1,298
-12
-0.9% -$3.42K 0.15% 102
2023
Q2 		$391K Buy
1,310
+37
+3% +$10.8K 0.2% 79
2023
Q1 		$356K Buy
1,273
+13
+1% +$3.48K 0.21% 83
2022
Q4 		$332K Buy
+1,260
New +$332K 0.23% 90

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

Carmel Capital Partners's MCD Position: Q2 2026 in Review

Carmel Capital Partners reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $6.31K and leaving 1,035 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #108.

Carmel Capital Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $747K in Q1 2025. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Carmel Capital Partners held 1,035 shares of McDonald's worth $280K as of Q2 2026.
  • Carmel Capital Partners sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.09% of Carmel Capital Partners's portfolio in Q2 2026, its #108 holding.
  • Carmel Capital Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Carmel Capital Partners's McDonald's position peaked at $747K in Q1 2025.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.