Chase Investment Counsel’s McDonald's MCD Stock Holding History

Chase Investment Counsel’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	$331K	Hold	1,226	–	–	0.07%	115
2026 Q1	$381K	Hold	1,226	–	–	0.1%	117
2025 Q4	$374K	Sell	1,226 -68	-5%	-$20.8K	0.1%	105
2025 Q3	$393K	Sell	1,294 -53	-4%	-$16.1K	0.12%	106
2025 Q2	$393K	Hold	1,347	–	–	0.13%	110
2025 Q1	$420K	Sell	1,347 -7	-0.5%	-$2.09K	0.15%	99
2024 Q4	$392K	Hold	1,354	–	–	0.13%	108
2024 Q3	$412K	Sell	1,354 -60	-4%	-$16.5K	0.14%	103
2024 Q2	$360K	Hold	1,414	–	–	0.13%	110
2024 Q1	$398K	Buy	1,414 +70	+5%	+$20.4K	0.15%	109
2023 Q4	$398K	Hold	1,344	–	–	0.18%	99
2023 Q3	$354K	Hold	1,344	–	–	0.18%	95
2023 Q2	$401K	Hold	1,344	–	–	0.2%	73
2023 Q1	$375K	Buy	1,344 +116	+9%	+$31.1K	0.21%	73
2022 Q4	$323K	Hold	1,228	–	–	0.2%	70
2022 Q3	$283K	Hold	1,228	–	–	0.18%	72
2022 Q2	$303K	Hold	1,228	–	–	0.16%	86
2022 Q1	$303K	Buy	1,228 +45	+4%	+$11.2K	0.13%	93
2021 Q4	$317K	Buy	1,183 +111	+10%	+$28K	0.13%	91
2021 Q3	$258K	Sell	1,072 -495	-32%	-$118K	0.11%	91
2021 Q2	$361K	Hold	1,567	–	–	0.15%	81
2021 Q1	$351K	Hold	1,567	–	–	0.16%	82
2020 Q4	$336K	Buy	+1,567	New	+$341K	0.15%	82
2020 Q3	–	Sell	-2,727	Closed	-$503K	–	105
2020 Q2	$503K	Buy	2,727 +200	+8%	+$36.7K	0.25%	65
2020 Q1	$417K	Hold	2,527	–	–	0.28%	45
2019 Q4	$499K	Hold	2,527	–	–	0.25%	71
2019 Q3	$542K	Sell	2,527 -216	-8%	-$46.3K	0.28%	67
2019 Q2	$569K	Sell	2,743 -140	-5%	-$27.7K	0.29%	68
2019 Q1	$547K	Buy	2,883 +1,392	+93%	+$253K	0.28%	70
2018 Q4	$264K	Sell	1,491 -270	-15%	-$47.9K	0.16%	75
2018 Q3	$294K	Buy	+1,761	New	+$282K	0.15%	76
2016 Q4	–	Sell	-2,878	Closed	-$332K	–	107
2016 Q3	$332K	Sell	2,878 -200	-6%	-$23.7K	0.15%	93
2016 Q2	$370K	Hold	3,078	–	–	0.16%	79
2016 Q1	$386K	Hold	3,078	–	–	0.17%	74
2015 Q4	$363K	Sell	3,078 -400	-12%	-$44.7K	0.14%	69
2015 Q3	$342K	Buy	3,478 +65	+2%	+$6.33K	0.14%	75
2015 Q2	$324K	Hold	3,413	–	–	0.12%	77
2015 Q1	$332K	Buy	3,413 +600	+21%	+$56.9K	0.12%	83
2014 Q4	$263K	Buy	2,813 +133	+5%	+$12.4K	0.09%	92
2014 Q3	$254K	Hold	2,680	–	–	0.09%	94
2014 Q2	$269K	Hold	2,680	–	–	0.09%	89
2014 Q1	$262K	Hold	2,680	–	–	0.09%	89
2013 Q4	$260K	Buy	2,680 +120	+5%	+$11.5K	0.08%	95
2013 Q3	$246K	Hold	2,560	–	–	0.06%	88
2013 Q2	$253K	Buy	+2,560	New	+$256K	0.07%	90

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

Chase Investment Counsel's MCD Position: Q2 2026 in Review

Chase Investment Counsel held its McDonald's (MCD) position steady in Q2 2026 at 1,226 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #115.

Chase Investment Counsel first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. The position peaked at $569K in Q2 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Chase Investment Counsel held 1,226 shares of McDonald's worth $331K as of Q2 2026.
Chase Investment Counsel left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.07% of Chase Investment Counsel's portfolio in Q2 2026, its #115 holding.
Chase Investment Counsel first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
Chase Investment Counsel's McDonald's position peaked at $569K in Q2 2019.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.