Cherry Creek Investment Advisors’s McDonald's MCD Stock Holding History

Cherry Creek Investment 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	$259K	Buy	959 +277	+41%	+$79.4K	0.1%	106
2026 Q1	$212K	Buy	682 +4	+0.6%	+$1.27K	0.09%	114
2025 Q4	$207K	Buy	678 +4	+0.6%	+$1.23K	0.09%	110
2025 Q3	$205K	Sell	674 -39	-5%	-$11.9K	0.09%	109
2025 Q2	$208K	Buy	713 +4	+0.6%	+$1.23K	0.1%	107
2025 Q1	$221K	Buy	709 +4	+0.6%	+$1.2K	0.12%	97
2024 Q4	$204K	Buy	705 +4	+0.6%	+$1.19K	0.1%	103
2024 Q3	$213K	Buy	+701	New	+$193K	0.11%	100
2024 Q1	–	Sell	-689	Closed	-$204K	–	106
2023 Q4	$204K	Buy	+689	New	+$188K	0.12%	95
2023 Q3	–	Sell	-682	Closed	-$204K	–	94
2023 Q2	$204K	Sell	682 -52	-7%	-$15.1K	0.14%	87
2023 Q1	$205K	Buy	+734	New	+$197K	0.15%	87

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

Cherry Creek Investment Advisors's MCD Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its McDonald's (MCD) stake by 41% in Q2 2026, buying an estimated $79.4K and bringing the position to 959 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #106.

Cherry Creek Investment Advisors first reported a position in MCD in Q1 2023 and has held it in 11 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cherry Creek Investment Advisors held 959 shares of McDonald's worth $259K as of Q2 2026.
Cherry Creek Investment Advisors bought 277 McDonald's shares in Q2 2026, an estimated $79.4K.
McDonald's made up 0.1% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #106 holding.
Cherry Creek Investment Advisors first reported a position in McDonald's in Q1 2023 and has held it in 11 quarters since.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.