Ceera Investments’s McDonald's MCD Stock Holding History

Ceera Investments’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	-747	Closed	-$232K	–	105
2026 Q1	$232K	Hold	747	–	–	0.1%	87
2025 Q4	$228K	Hold	747	–	–	0.09%	86
2025 Q3	$227K	Sell	747 -10	-1%	-$3.04K	0.07%	107
2025 Q2	$221K	Sell	757 -4	-0.5%	-$1.23K	0.07%	110
2025 Q1	$238K	Buy	761 +4	+0.5%	+$1.2K	0.08%	93
2024 Q4	$219K	Hold	757	–	–	0.08%	95
2024 Q3	$231K	Buy	+757	New	+$209K	0.09%	94

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 $3.38T AUM 44.17% 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

Ceera Investments's MCD Position: Q2 2026 in Review

Ceera Investments sold out of McDonald's (MCD) in Q2 2026, closing a stake of 747 shares — an estimated $232K sold.

Ceera Investments first reported a position in MCD in Q3 2024 and held it in 7 quarters. The position peaked at $238K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ceera Investments reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Ceera Investments sold 747 McDonald's shares in Q2 2026, an estimated $232K.
Ceera Investments first reported a position in McDonald's in Q3 2024 and held it in 7 quarters.
Ceera Investments's McDonald's position peaked at $238K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.