CCM Investment Advisers’s McDonald's MCD Stock Holding History

CCM Investment Advisers’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	–	Sell	-772	Closed	-$240K	–	94
2026 Q1	$240K	Hold	772	–	–	0.02%	83
2025 Q4	$236K	Hold	772	–	–	0.02%	77
2025 Q3	$235K	Buy	+772	New	+$235K	0.02%	79
2014 Q2	–	Sell	-3,871	Closed	-$379K	–	123
2014 Q1	$379K	Sell	3,871 -18,000	-82%	-$1.72M	0.04%	98
2013 Q4	$2.12M	Sell	21,871 -46,927	-68%	-$4.51M	0.2%	75
2013 Q3	$6.62M	Sell	68,798 -65,288	-49%	-$6.37M	0.66%	56
2013 Q2	$13.3M	Buy	+134,086	New	+$13.4M	1.37%	32

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CCM Investment Advisers's MCD Position: Q2 2026 in Review

CCM Investment Advisers sold out of McDonald's (MCD) in Q2 2026, closing a stake of 772 shares — an estimated $240K sold.

CCM Investment Advisers first reported a position in MCD in Q2 2013 and held it in 7 quarters. The position peaked at $13.3M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CCM Investment Advisers reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
CCM Investment Advisers sold 772 McDonald's shares in Q2 2026, an estimated $240K.
CCM Investment Advisers first reported a position in McDonald's in Q2 2013 and held it in 7 quarters.
CCM Investment Advisers's McDonald's position peaked at $13.3M in Q2 2013.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.