CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s McDonald's MCD Stock Holding History

CastleKeep Investment 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 		$861K Sell
3,187
-230
-7% -$66K 0.43% 52
2026
Q1 		$1.06M Buy
3,417
+264
+8% +$84.1K 0.58% 47
2025
Q4 		$964K Buy
3,153
+39
+1% +$11.9K 0.44% 66
2025
Q3 		$946K Sell
3,114
-755
-20% -$230K 0.44% 68
2025
Q2 		$1.13M Sell
3,869
-405
-9% -$125K 0.55% 70
2025
Q1 		$1.34M Buy
4,274
+98
+2% +$29.3K 0.69% 46
2024
Q4 		$1.21M Sell
4,176
-151
-3% -$45K 0.85% 46
2024
Q3 		$1.32M Buy
4,327
+701
+19% +$193K 0.9% 22
2024
Q2 		$924K Sell
3,626
-11
-0.3% -$2.92K 0.71% 50
2024
Q1 		$1.03M Sell
3,637
-563
-13% -$164K 0.74% 44
2023
Q4 		$1.25M Buy
+4,200
New +$1.14M 0.88% 26

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

CastleKeep Investment Advisors's MCD Position: Q2 2026 in Review

CastleKeep Investment Advisors reduced its McDonald's (MCD) stake by 6.7% in Q2 2026, selling an estimated $66K and leaving 3,187 shares worth $861K. The position accounts for 0.43% of the portfolio, ranked #52.

CastleKeep Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CastleKeep Investment Advisors held 3,187 shares of McDonald's worth $861K as of Q2 2026.
  • CastleKeep Investment Advisors sold 230 McDonald's shares in Q2 2026, an estimated $66K.
  • McDonald's made up 0.43% of CastleKeep Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • CastleKeep Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • CastleKeep Investment Advisors's McDonald's position peaked at $1.34M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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