Cidel Asset Management’s McDonald's MCD Stock Holding History

Cidel Asset Management’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	$1.19M	Buy	4,410 +817	+23%	+$234K	0.06%	155
2026 Q1	$1.12M	Buy	3,593 +528	+17%	+$168K	0.06%	148
2025 Q4	$937K	Sell	3,065 -47	-2%	-$14.4K	0.07%	137
2025 Q3	$946K	Sell	3,112 -40	-1%	-$12.2K	0.05%	129
2025 Q2	$921K	Sell	3,152 -120	-4%	-$37K	0.06%	132
2025 Q1	$1.02M	Buy	3,272 +13	+0.4%	+$3.89K	0.07%	115
2024 Q4	$945K	Buy	3,259 +77	+2%	+$23K	0.06%	119
2024 Q3	$969K	Buy	3,182 +48	+2%	+$13.2K	0.07%	122
2024 Q2	$799K	Buy	3,134 +125	+4%	+$33.2K	0.06%	127
2024 Q1	$848K	Buy	3,009 +4	+0.1%	+$1.16K	0.06%	126
2023 Q4	$891K	Buy	+3,005	New	+$818K	0.04%	126
2019 Q2	–	Sell	-1,053	Closed	-$200K	–	125
2019 Q1	$200K	Buy	+1,053	New	+$191K	0.01%	132

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

Cidel Asset Management's MCD Position: Q2 2026 in Review

Cidel Asset Management increased its McDonald's (MCD) stake by 23% in Q2 2026, buying an estimated $234K and bringing the position to 4,410 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #155.

Cidel Asset Management first reported a position in MCD in Q1 2019 and has held it in 12 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cidel Asset Management held 4,410 shares of McDonald's worth $1.19M as of Q2 2026.
Cidel Asset Management bought 817 McDonald's shares in Q2 2026, an estimated $234K.
McDonald's made up 0.06% of Cidel Asset Management's portfolio in Q2 2026, its #155 holding.
Cidel Asset Management first reported a position in McDonald's in Q1 2019 and has held it in 12 quarters since.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.