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Coldstream Capital Management’s McDonald's MCD Stock Holding History

Coldstream Capital 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
2014
Q3 		– Sell
-400
Closed -$40K – 210
2014
Q2 		$40K Buy
+400
New +$40.4K 0.01% 208

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

Coldstream Capital Management's MCD Position: Q2 2026 in Review

Coldstream Capital Management reduced its McDonald's (MCD) stake by 9.5% in Q2 2026, selling an estimated $890K and leaving 29,698 shares worth $8.03M. The position accounts for 0.1% of the portfolio, ranked #116.

Coldstream Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q1 2026. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Coldstream Capital Management held 29,698 shares of McDonald's worth $8.03M as of Q2 2026.
  • Coldstream Capital Management sold 3,104 McDonald's shares in Q2 2026, an estimated $890K.
  • McDonald's made up 0.1% of Coldstream Capital Management's portfolio in Q2 2026, its #116 holding.
  • Coldstream Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Coldstream Capital Management's McDonald's position peaked at $10.2M in Q1 2026.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.