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Cohen Investment Advisors’s McDonald's MCD Stock Holding History

Cohen 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 		$3.54M Buy
13,094
+252
+2% +$72.3K 1.59% 28
2026
Q1 		$3.99M Buy
12,842
+163
+1% +$51.9K 1.9% 22
2025
Q4 		$3.88M Buy
12,679
+238
+2% +$72.9K 1.78% 25
2025
Q3 		$3.78M Buy
12,441
+614
+5% +$187K 1.84% 23
2025
Q2 		$3.46M Buy
11,827
+295
+3% +$90.9K 1.8% 25
2025
Q1 		$3.6M Buy
11,532
+1,292
+13% +$386K 2.09% 20
2024
Q4 		$2.97M Buy
10,240
+191
+2% +$57K 1.79% 23
2024
Q3 		$3.06M Buy
10,049
+37
+0.4% +$10.2K 1.87% 23
2024
Q2 		$2.64M Sell
10,012
-318
-3% -$84.4K 2.12% 16
2024
Q1 		$2.91M Buy
10,330
+1,095
+12% +$318K 1.89% 23
2023
Q4 		$2.74M Sell
9,235
-777
-8% -$211K 2.02% 18
2023
Q3 		$2.64M Buy
10,012
+759
+8% +$216K 2.12% 16
2023
Q2 		$2.76M Sell
9,253
-806
-8% -$234K 2.22% 11
2023
Q1 		$2.81M Sell
10,059
-154
-2% -$41.3K 2.22% 12
2022
Q4 		$2.69M Buy
10,213
+62
+0.6% +$16.4K 2.24% 16
2022
Q3 		$2.34M Sell
10,151
-153
-1% -$39.1K 2.15% 15
2022
Q2 		$2.54M Sell
10,304
-98
-0.9% -$24.1K 2.18% 14
2022
Q1 		$2.57M Buy
10,402
+47
+0.5% +$11.7K 1.91% 21
2021
Q4 		$2.78M Sell
10,355
-28
-0.3% -$7.07K 1.98% 19
2021
Q3 		$2.5M Sell
10,383
-306
-3% -$73K 1.92% 20
2021
Q2 		$2.47M Sell
10,689
-439
-4% -$102K 1.92% 20
2021
Q1 		$2.47M Buy
11,128
+812
+8% +$174K 2% 20
2020
Q4 		$2.21M Buy
+10,316
New +$2.24M 2% 20

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen Investment Advisors's MCD Position: Q2 2026 in Review

Cohen Investment Advisors increased its McDonald's (MCD) stake by 2% in Q2 2026, buying an estimated $72.3K and bringing the position to 13,094 shares worth $3.54M. The position accounts for 1.59% of the portfolio, ranked #28.

Cohen Investment Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.99M in Q1 2026. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cohen Investment Advisors held 13,094 shares of McDonald's worth $3.54M as of Q2 2026.
  • Cohen Investment Advisors bought 252 McDonald's shares in Q2 2026, an estimated $72.3K.
  • McDonald's made up 1.59% of Cohen Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Cohen Investment Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's McDonald's position peaked at $3.99M in Q1 2026.
  • 3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.