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Citadel Investment Advisory’s McDonald's MCD Stock Holding History

Citadel Investment Advisory’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 		$2.78M Buy
10,274
+1
+0% +$287 1.26% 17
2026
Q1 		$3.19M Sell
10,273
-241
-2% -$76.8K 1.52% 15
2025
Q4 		$3.21M Sell
10,514
-12
-0.1% -$3.67K 1.39% 15
2025
Q3 		$3.2M Hold
10,526
– – 1.47% 15
2025
Q2 		$3.08M Sell
10,526
-674
-6% -$208K 1.49% 15
2025
Q1 		$3.5M Buy
11,200
+1
+0% +$299 1.72% 13
2024
Q4 		$3.25M Buy
11,199
+206
+2% +$61.4K 1.68% 13
2024
Q3 		$3.35M Buy
10,993
+425
+4% +$117K 1.76% 12
2024
Q2 		$2.69M Hold
10,568
– – 1.53% 15
2024
Q1 		$2.98M Hold
10,568
– – 1.68% 11
2023
Q4 		$3.13M Hold
10,568
– – 1.92% 8
2023
Q3 		$2.78M Hold
10,568
– – 1.82% 8
2023
Q2 		$3.15M Hold
10,568
– – 2.04% 8
2023
Q1 		$2.96M Hold
10,568
– – 2.01% 8
2022
Q4 		$2.79M Sell
10,568
-50
-0.5% -$13.2K 1.9% 10
2022
Q3 		$2.45M Buy
10,618
+100
+1% +$25.6K 1.87% 12
2022
Q2 		$2.6M Sell
10,518
-575
-5% -$142K 1.76% 13
2022
Q1 		$2.74M Sell
11,093
-365
-3% -$90.9K 1.59% 15
2021
Q4 		$3.07M Hold
11,458
– – 1.8% 12
2021
Q3 		$2.76M Sell
11,458
-5
-0% -$1.19K 1.71% 13
2021
Q2 		$2.65M Hold
11,463
– – 1.64% 13
2021
Q1 		$2.57M Hold
11,463
– – 1.68% 13
2020
Q4 		$2.46M Buy
+11,463
New +$2.49M 1.76% 14

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Investment Advisory's MCD Position: Q2 2026 in Review

Citadel Investment Advisory increased its McDonald's (MCD) stake by 0.01% in Q2 2026, buying an estimated $287 and bringing the position to 10,274 shares worth $2.78M. The position accounts for 1.26% of the portfolio, ranked #17.

Citadel Investment Advisory first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.5M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Citadel Investment Advisory held 10,274 shares of McDonald's worth $2.78M as of Q2 2026.
  • Citadel Investment Advisory bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 1.26% of Citadel Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • Citadel Investment Advisory first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's McDonald's position peaked at $3.5M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.