Concentric Capital Strategies’s McDonald's MCD Stock Holding History

Concentric Capital Strategies’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	–	Sell	-1,508	Closed	-$469K	–	378
2026 Q1	$469K	Buy	+1,508	New	+$480K	0.04%	221
2025 Q4	–	Sell	-30,484	Closed	-$9.26M	–	342
2025 Q3	$9.26M	Buy	+30,484	New	+$9.28M	0.41%	80
2025 Q1	–	Sell	-1,031	Closed	-$299K	–	246
2024 Q4	$299K	Sell	1,031 -4,076	-80%	-$1.22M	0.01%	239
2024 Q3	$1.56M	Sell	5,107 -10,602	-67%	-$2.92M	0.06%	222
2024 Q2	$4M	Buy	+15,709	New	+$4.17M	0.2%	123
2024 Q1	–	Sell	-31,582	Closed	-$9.36M	–	334
2023 Q4	$9.36M	Buy	+31,582	New	+$8.6M	1.07%	26
2023 Q3	–	Sell	-37,798	Closed	-$11.3M	–	239
2023 Q2	$11.3M	Buy	37,798 +20,656	+120%	+$6M	2.27%	5
2023 Q1	$4.79M	Buy	+17,142	New	+$4.59M	1.57%	17

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

Concentric Capital Strategies's MCD Position: Q2 2026 in Review

Concentric Capital Strategies sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,508 shares — an estimated $469K sold.

Concentric Capital Strategies first reported a position in MCD in Q1 2023 and held it in 8 quarters. The position peaked at $11.3M in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Concentric Capital Strategies reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Concentric Capital Strategies sold 1,508 McDonald's shares in Q2 2026, an estimated $469K.
Concentric Capital Strategies first reported a position in McDonald's in Q1 2023 and held it in 8 quarters.
Concentric Capital Strategies's McDonald's position peaked at $11.3M in Q2 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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