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Cary Street Partners Investment Advisory’s McDonald's MCD Stock Holding History

Cary Street Partners Investment Advisory’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 		$867K Sell
3,207
-240
-7% -$68.8K 0.18% 128
2026
Q1 		$1.07M Buy
3,447
+265
+8% +$84.4K 0.27% 91
2025
Q4 		$972K Buy
3,182
+183
+6% +$56K 0.26% 98
2025
Q3 		$911K Buy
2,999
+57
+2% +$17.3K 0.38% 52
2025
Q2 		$859K Buy
2,942
+97
+3% +$29.9K 0.42% 48
2025
Q1 		$889K Buy
2,845
+224
+9% +$67K 0.51% 43
2024
Q4 		$760K Sell
2,621
-11,561
-82% -$3.45M 0.5% 44
2024
Q3 		$4.32M Sell
14,182
-827
-6% -$228K 0.16% 149
2024
Q2 		$3.82M Buy
15,009
+610
+4% +$162K 0.15% 154
2024
Q1 		$4.06M Sell
14,399
-304
-2% -$88.4K 0.17% 148
2023
Q4 		$4.36M Buy
14,703
+1,419
+11% +$386K 0.21% 136
2023
Q3 		$3.5M Buy
13,284
+2,098
+19% +$598K 0.19% 147
2023
Q2 		$3.34M Buy
11,186
+765
+7% +$222K 0.21% 130
2023
Q1 		$2.91M Sell
10,421
-472
-4% -$126K 0.21% 131
2022
Q4 		$2.87M Sell
10,893
-127
-1% -$33.5K 0.21% 121
2022
Q3 		$2.54M Buy
11,020
+135
+1% +$34.5K 0.21% 121
2022
Q2 		$2.69M Buy
10,885
+8,981
+472% +$2.21M 0.23% 111
2022
Q1 		$471K Buy
1,904
+1,062
+126% +$265K 0.13% 162
2021
Q4 		$226K Sell
842
-19
-2% -$4.8K 0.06% 238
2021
Q3 		$208K Buy
861
+48
+6% +$11.5K 0.07% 234
2021
Q2 		$188K Buy
813
+91
+13% +$21.2K 0.06% 246
2021
Q1 		$162K Sell
722
-4,891
-87% -$1.05M 0.07% 221
2020
Q4 		$1.2M Buy
5,613
+3,424
+156% +$745K 0.23% 107
2020
Q3 		$480K Buy
+2,189
New +$449K 0.1% 180

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's MCD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $68.8K and leaving 3,207 shares worth $867K. The position accounts for 0.18% of the portfolio, ranked #128.

Cary Street Partners Investment Advisory first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.36M in Q4 2023. 2,611 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,207 shares of McDonald's worth $867K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 240 McDonald's shares in Q2 2026, an estimated $68.8K.
  • McDonald's made up 0.18% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #128 holding.
  • Cary Street Partners Investment Advisory first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's McDonald's position peaked at $4.36M in Q4 2023.
  • 2,611 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.