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Ceredex Value Advisors’s McDonald's MCD Stock Holding History

Ceredex Value 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 		$13M Buy
+48,228
New +$13.8M 0.37% 109
2025
Q4 		– Sell
-122,706
Closed -$37.3M – 182
2025
Q3 		$37.3M Buy
+122,706
New +$37.3M 0.86% 44

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

Ceredex Value Advisors's MCD Position: Q2 2026 in Review

Ceredex Value Advisors opened a new position in McDonald's (MCD) in Q2 2026: 48,228 shares worth $13M. The stake represents 0.37% of the portfolio and ranks #109 among its holdings. This is a return to the name: Ceredex Value Advisors previously reported a position in MCD as recently as Q3 2025.

Ceredex Value Advisors first reported a position in MCD in Q3 2025 and has held it in 2 quarters since. The position peaked at $37.3M in Q3 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ceredex Value Advisors held 48,228 shares of McDonald's worth $13M as of Q2 2026.
  • McDonald's was a new Ceredex Value Advisors position in Q2 2026.
  • McDonald's made up 0.37% of Ceredex Value Advisors's portfolio in Q2 2026, its #109 holding.
  • Ceredex Value Advisors first reported a position in McDonald's in Q3 2025 and has held it in 2 quarters since.
  • Ceredex Value Advisors's McDonald's position peaked at $37.3M in Q3 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ceredex Value Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.