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	–	Sell	-500	Closed	-$155K	–	3507
2026 Q1	$155K	Buy	+500	New	+$159K	﹤0.01%	2944

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

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. 3,480 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.
3,480 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.