Cercano Management’s McDonald's MCD Stock Holding History

Cercano 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	$251K	Sell	927 -13,731	-94%	-$3.94M	0.03%	116
2026 Q1	$4.56M	Buy	14,658 +13,731	+1,481%	+$4.37M	0.2%	65
2025 Q4	$283K	Hold	927	–	–	0.01%	124
2025 Q3	$282K	Hold	927	–	–	0.01%	129
2025 Q2	$271K	Hold	927	–	–	0.01%	130
2025 Q1	$290K	Hold	927	–	–	0.01%	123
2024 Q4	$269K	Hold	927	–	–	0.01%	151
2024 Q3	$282K	Buy	+927	New	+$256K	0.01%	137
2023 Q2	–	Sell	-32,201	Closed	-$9M	–	125
2023 Q1	$9M	Buy	+32,201	New	+$8.63M	0.36%	56

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

Cercano Management's MCD Position: Q2 2026 in Review

Cercano Management reduced its McDonald's (MCD) stake by 94% in Q2 2026, selling an estimated $3.94M and leaving 927 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #116.

Cercano Management first reported a position in MCD in Q1 2023 and has held it in 9 quarters since. The position peaked at $9M in Q1 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cercano Management held 927 shares of McDonald's worth $251K as of Q2 2026.
Cercano Management sold 13,731 McDonald's shares in Q2 2026, an estimated $3.94M.
McDonald's made up 0.03% of Cercano Management's portfolio in Q2 2026, its #116 holding.
Cercano Management first reported a position in McDonald's in Q1 2023 and has held it in 9 quarters since.
Cercano Management's McDonald's position peaked at $9M in Q1 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.