Cerity Partners’s McDonald's MCD Stock Holding History

Cerity Partners’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	$132M	Sell	489,118 -25,977	-5%	-$7.45M	0.16%	128
2026 Q1	$160M	Buy	515,095 +10,154	+2%	+$3.23M	0.23%	91
2025 Q4	$154M	Buy	504,941 +22,249	+5%	+$6.81M	0.22%	88
2025 Q3	$147M	Sell	482,692 -1,057	-0.2%	-$322K	0.24%	85
2025 Q2	$141M	Sell	483,749 -8,180	-2%	-$2.52M	0.25%	87
2025 Q1	$154M	Buy	491,929 +38,125	+8%	+$11.4M	0.31%	64
2024 Q4	$132M	Buy	453,804 +5,128	+1%	+$1.53M	0.29%	75
2024 Q3	$137M	Buy	448,676 +28,001	+7%	+$7.72M	0.3%	69
2024 Q2	$107M	Sell	420,675 -16,635	-4%	-$4.41M	0.28%	73
2024 Q1	$123M	Buy	437,310 +45,483	+12%	+$13.2M	0.32%	61
2023 Q4	$116M	Buy	391,827 +67,310	+21%	+$18.3M	0.38%	55
2023 Q3	$85.5M	Sell	324,517 -49,186	-13%	-$14M	0.42%	58
2023 Q2	$112M	Buy	373,703 +18,305	+5%	+$5.32M	0.43%	52
2023 Q1	$105M	Buy	355,398 +62,112	+21%	+$16.6M	0.25%	57
2022 Q4	$77.8M	Buy	293,286 +145,581	+99%	+$38.4M	0.5%	44
2022 Q3	$34.1M	Buy	147,705 +4,520	+3%	+$1.16M	0.41%	52
2022 Q2	$35.4M	Buy	143,185 +80,582	+129%	+$19.8M	0.39%	53
2022 Q1	$15.2M	Buy	62,603 +1,766	+3%	+$440K	0.24%	86
2021 Q4	$15.6M	Buy	60,837 +9,950	+20%	+$2.51M	0.24%	83
2021 Q3	$12.3M	Buy	50,887 +954	+2%	+$228K	0.27%	81
2021 Q2	$11.5M	Sell	49,933 -146	-0.3%	-$34K	0.25%	80
2021 Q1	$11.2M	Buy	50,079 +29,437	+143%	+$6.3M	0.27%	80
2020 Q4	$4.43M	Buy	20,642 +1,027	+5%	+$223K	0.14%	129
2020 Q3	$4.3M	Buy	19,615 +1,988	+11%	+$408K	0.18%	108
2020 Q2	$3.25M	Buy	17,627 +500	+3%	+$91.7K	0.18%	103
2020 Q1	$2.83M	Buy	17,127 +1,715	+11%	+$338K	0.18%	103
2019 Q4	$3.05M	Sell	15,412 -1,104	-7%	-$219K	0.16%	115
2019 Q3	$3.55M	Sell	16,516 -804	-5%	-$172K	0.21%	109
2019 Q2	$3.6M	Buy	17,320 +1,834	+12%	+$363K	0.23%	103
2019 Q1	$2.94M	Sell	15,486 -720	-4%	-$131K	0.2%	112
2018 Q4	$2.88M	Buy	16,206 +2,829	+21%	+$502K	0.19%	121
2018 Q3	$2.24M	Buy	13,377 +1,022	+8%	+$164K	0.16%	147
2018 Q2	$1.94M	Sell	12,355 -4,078	-25%	-$661K	0.14%	153
2018 Q1	$2.57M	Sell	16,433 -191	-1%	-$31.4K	0.2%	128
2017 Q4	$2.86M	Buy	16,624 +930	+6%	+$156K	0.19%	120
2017 Q3	$2.46M	Sell	15,694 -21,986	-58%	-$3.45M	0.17%	133
2017 Q2	$2.52M	Buy	37,680 +22,850	+154%	+$3.3M	0.21%	94
2017 Q1	$1.92M	Buy	+14,830	New	+$1.86M	0.16%	125

Other funds holding MCD

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

VCM

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

VPM

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cerity Partners's MCD Position: Q2 2026 in Review

Cerity Partners reduced its McDonald's (MCD) stake by 5% in Q2 2026, selling an estimated $7.45M and leaving 489,118 shares worth $132M. The position accounts for 0.16% of the portfolio, ranked #128.

Cerity Partners first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $160M in Q1 2026. 3,170 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cerity Partners held 489,118 shares of McDonald's worth $132M as of Q2 2026.
Cerity Partners sold 25,977 McDonald's shares in Q2 2026, an estimated $7.45M.
McDonald's made up 0.16% of Cerity Partners's portfolio in Q2 2026, its #128 holding.
Cerity Partners first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
Cerity Partners's McDonald's position peaked at $160M in Q1 2026.
3,170 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.