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CGN Advisors’s McDonald's MCD Stock Holding History

CGN 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 		$2.95M Sell
10,897
-162
-1% -$46.5K 0.22% 97
2026
Q1 		$3.44M Sell
11,059
-10
-0.1% -$3.19K 0.27% 73
2025
Q4 		$3.38M Buy
11,069
+316
+3% +$96.8K 0.27% 69
2025
Q3 		$3.27M Buy
10,753
+76
+0.7% +$23.1K 0.27% 73
2025
Q2 		$3.12M Sell
10,677
-35
-0.3% -$10.8K 0.28% 74
2025
Q1 		$3.35M Buy
10,712
+27
+0.3% +$8.08K 0.33% 70
2024
Q4 		$3.1M Sell
10,685
-731
-6% -$218K 0.3% 77
2024
Q3 		$3.48M Buy
11,416
+870
+8% +$240K 0.35% 71
2024
Q2 		$2.69M Buy
10,546
+629
+6% +$167K 0.31% 82
2024
Q1 		$2.8M Buy
9,917
+359
+4% +$104K 0.35% 72
2023
Q4 		$2.83M Sell
9,558
-54
-0.6% -$14.7K 0.39% 66
2023
Q3 		$2.53M Buy
9,612
+971
+11% +$277K 0.34% 81
2023
Q2 		$2.58M Buy
8,641
+457
+6% +$133K 0.37% 76
2023
Q1 		$2.29M Buy
8,184
+792
+11% +$212K 0.36% 74
2022
Q4 		$1.95M Buy
7,392
+2,587
+54% +$682K 0.34% 79
2022
Q3 		$1.11M Buy
4,805
+1,145
+31% +$293K 0.28% 97
2022
Q2 		$904K Buy
3,660
+276
+8% +$68K 0.25% 98
2022
Q1 		$837K Sell
3,384
-615
-15% -$153K 0.21% 104
2021
Q4 		$1.07M Buy
3,999
+1,191
+42% +$301K 0.28% 81
2021
Q3 		$677K Buy
2,808
+201
+8% +$48K 0.22% 108
2021
Q2 		$602K Buy
2,607
+299
+13% +$69.6K 0.19% 119
2021
Q1 		$517K Buy
2,308
+135
+6% +$28.9K 0.19% 115
2020
Q4 		$466K Buy
+2,173
New +$473K 0.19% 114

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

CGN Advisors's MCD Position: Q2 2026 in Review

CGN Advisors reduced its McDonald's (MCD) stake by 1.5% in Q2 2026, selling an estimated $46.5K and leaving 10,897 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #97.

CGN Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.48M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CGN Advisors held 10,897 shares of McDonald's worth $2.95M as of Q2 2026.
  • CGN Advisors sold 162 McDonald's shares in Q2 2026, an estimated $46.5K.
  • McDonald's made up 0.22% of CGN Advisors's portfolio in Q2 2026, its #97 holding.
  • CGN Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's McDonald's position peaked at $3.48M in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.