CAIM
MCD icon

Catherine Avery Investment Management’s McDonald's MCD Stock Holding History

Catherine Avery Investment 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 		$5.68M Buy
21,006
+1,810
+9% +$519K 2.48% 23
2026
Q1 		$5.97M Buy
19,196
+4,882
+34% +$1.56M 2.67% 20
2025
Q4 		$4.37M Buy
14,314
+150
+1% +$45.9K 2.62% 18
2025
Q3 		$4.3M Buy
14,164
+3,073
+28% +$935K 2.77% 16
2025
Q2 		$3.24M Sell
11,091
-470
-4% -$145K 2.46% 24
2025
Q1 		$3.61M Buy
11,561
+694
+6% +$208K 3.24% 11
2024
Q4 		$3.15M Buy
+10,867
New +$3.24M 2.78% 17

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

Catherine Avery Investment Management's MCD Position: Q2 2026 in Review

Catherine Avery Investment Management increased its McDonald's (MCD) stake by 9.4% in Q2 2026, buying an estimated $519K and bringing the position to 21,006 shares worth $5.68M. The position accounts for 2.48% of the portfolio, ranked #23.

Catherine Avery Investment Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Catherine Avery Investment Management held 21,006 shares of McDonald's worth $5.68M as of Q2 2026.
  • Catherine Avery Investment Management bought 1,810 McDonald's shares in Q2 2026, an estimated $519K.
  • McDonald's made up 2.48% of Catherine Avery Investment Management's portfolio in Q2 2026, its #23 holding.
  • Catherine Avery Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's McDonald's position peaked at $5.97M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.