Coastal Bridge Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.08M | Sell |
11,407
-1,465
| -11% | -$420K | 0.19% | 118 |
|
|
2026
Q1 | $4M | Buy |
12,872
+342
| +3% | +$109K | 0.28% | 81 |
|
|
2025
Q4 | $3.83M | Sell |
12,530
-120
| -0.9% | -$36.8K | 0.29% | 86 |
|
|
2025
Q3 | $3.84M | Sell |
12,650
-209
| -2% | -$63.6K | 0.29% | 90 |
|
|
2025
Q2 | $3.76M | Buy |
12,859
+286
| +2% | +$88.2K | 0.31% | 89 |
|
|
2025
Q1 | $3.93M | Buy |
12,573
+8,935
| +246% | +$2.67M | 0.36% | 73 |
|
|
2024
Q4 | $1.05M | Sell |
3,638
-30
| -0.8% | -$8.95K | 0.27% | 63 |
|
|
2024
Q3 | $1.12M | Buy |
3,668
+3
| +0.1% | +$827 | 0.28% | 61 |
|
|
2024
Q2 | $934K | Buy |
3,665
+7
| +0.2% | +$1.86K | 0.23% | 65 |
|
|
2024
Q1 | $1.03M | Buy |
3,658
+2
| +0.1% | +$582 | 0.24% | 66 |
|
|
2023
Q4 | $1.08M | Buy |
3,656
+12
| +0.3% | +$3.27K | 0.28% | 61 |
|
|
2023
Q3 | $960K | Buy |
3,644
+112
| +3% | +$31.9K | 0.26% | 63 |
|
|
2023
Q2 | $1.05M | Buy |
3,532
+2
| +0.1% | +$581 | 0.26% | 60 |
|
|
2023
Q1 | $987K | Sell |
3,530
-33
| -0.9% | -$8.84K | 0.25% | 60 |
|
|
2022
Q4 | $939K | Buy |
3,563
+37
| +1% | +$9.76K | 0.27% | 62 |
|
|
2022
Q3 | $814K | Buy |
3,526
+702
| +25% | +$179K | 0.22% | 63 |
|
|
2022
Q2 | $697K | Buy |
2,824
+1
| +0% | +$246 | 0.21% | 69 |
|
|
2022
Q1 | $698K | Buy |
2,823
+1
| +0% | +$249 | 0.16% | 73 |
|
|
2021
Q4 | $757K | Buy |
2,822
+125
| +5% | +$31.6K | 0.16% | 77 |
|
|
2021
Q3 | $650K | Hold |
2,697
| – | – | 0.15% | 70 |
|
|
2021
Q2 | $623K | Buy |
2,697
+32
| +1% | +$7.45K | 0.13% | 76 |
|
|
2021
Q1 | $597K | Buy |
2,665
+1,248
| +88% | +$267K | 0.11% | 75 |
|
|
2020
Q4 | $304K | Sell |
1,417
-551
| -28% | -$120K | 0.06% | 99 |
|
|
2020
Q3 | $432K | Sell |
1,968
-54
| -3% | -$11.1K | 0.13% | 75 |
|
|
2020
Q2 | $373K | Hold |
2,022
| – | – | 0.12% | 83 |
|
|
2020
Q1 | $334K | Buy |
2,022
+58
| +3% | +$11.4K | 0.12% | 86 |
|
|
2019
Q4 | $388K | Sell |
1,964
-40
| -2% | -$7.93K | 0.1% | 83 |
|
|
2019
Q3 | $430K | Buy |
2,004
+57
| +3% | +$12.2K | 0.15% | 87 |
|
|
2019
Q2 | $404K | Sell |
1,947
-51
| -3% | -$10.1K | 0.12% | 84 |
|
|
2019
Q1 | $379K | Buy |
1,998
+58
| +3% | +$10.5K | 0.13% | 82 |
|
|
2018
Q4 | $345K | Buy |
1,940
+3
| +0.2% | +$532 | 0.14% | 84 |
|
|
2018
Q3 | $324K | Buy |
1,937
+3
| +0.2% | +$481 | 0.12% | 91 |
|
|
2018
Q2 | $303K | Buy |
1,934
+4
| +0.2% | +$649 | 0.12% | 92 |
|
|
2018
Q1 | $302K | Sell |
1,930
-997
| -34% | -$164K | 0.11% | 89 |
|
|
2017
Q4 | $507K | Sell |
2,927
-937
| -24% | -$157K | 0.16% | 65 |
|
|
2017
Q3 | $605K | Buy |
3,864
+3
| +0.1% | +$470 | 0.2% | 58 |
|
|
2017
Q2 | $591K | Buy |
3,861
+152
| +4% | +$22K | 0.2% | 57 |
|
|
2017
Q1 | $481K | Buy |
3,709
+4
| +0.1% | +$502 | 0.16% | 54 |
|
|
2016
Q4 | $451K | Buy |
3,705
+454
| +14% | +$53.2K | 0.18% | 53 |
|
|
2016
Q3 | $375K | Buy |
3,251
+4
| +0.1% | +$474 | 0.18% | 44 |
|
|
2016
Q2 | $391K | Hold |
3,247
| – | – | 0.2% | 42 |
|
|
2016
Q1 | $408K | Sell |
3,247
-9
| -0.3% | -$1.07K | 0.29% | 37 |
|
|
2015
Q4 | $385K | Buy |
+3,256
| New | +$364K | 0.21% | 39 |
|
Other funds holding MCD
Coastal Bridge Advisors's MCD Position: Q2 2026 in Review
Coastal Bridge Advisors reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $420K and leaving 11,407 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #118.
Coastal Bridge Advisors first reported a position in MCD in Q4 2015 and has held it in 43 quarters since. The position peaked at $4M in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Coastal Bridge Advisors held 11,407 shares of McDonald's worth $3.08M as of Q2 2026.
- Coastal Bridge Advisors sold 1,465 McDonald's shares in Q2 2026, an estimated $420K.
- McDonald's made up 0.19% of Coastal Bridge Advisors's portfolio in Q2 2026, its #118 holding.
- Coastal Bridge Advisors first reported a position in McDonald's in Q4 2015 and has held it in 43 quarters since.
- Coastal Bridge Advisors's McDonald's position peaked at $4M in Q1 2026.
- 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.