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Concord Asset Management (Virginia)’s McDonald's MCD Stock Holding History

Concord Asset Management (Virginia)’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 		$2.73M Buy
10,088
+1,465
+17% +$420K 0.42% 63
2026
Q1 		$2.68M Buy
8,623
+2,172
+34% +$692K 0.45% 59
2025
Q4 		$1.97M Buy
6,451
+120
+2% +$36.8K 0.34% 69
2025
Q3 		$1.92M Sell
6,331
-979
-13% -$298K 0.35% 69
2025
Q2 		$2.14M Buy
7,310
+1,111
+18% +$343K 0.32% 80
2025
Q1 		$1.97M Sell
6,199
-1,677
-21% -$502K 0.44% 63
2024
Q4 		$2.28M Sell
7,876
-613
-7% -$183K 0.5% 52
2024
Q3 		$2.58M Buy
8,489
+913
+12% +$252K 0.58% 47
2024
Q2 		$1.93M Buy
7,576
+947
+14% +$251K 0.48% 51
2024
Q1 		$1.87M Buy
6,629
+1,249
+23% +$363K 0.49% 49
2023
Q4 		$1.6M Buy
5,380
+1,947
+57% +$530K 0.47% 48
2023
Q3 		$904K Buy
3,433
+709
+26% +$202K 0.3% 55
2023
Q2 		$813K Buy
2,724
+462
+20% +$134K 0.29% 48
2023
Q1 		$633K Buy
2,262
+1,272
+128% +$341K 0.26% 48
2022
Q4 		$261K Buy
+990
New +$261K 0.18% 45

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

Concord Asset Management (Virginia)'s MCD Position: Q2 2026 in Review

Concord Asset Management (Virginia) increased its McDonald's (MCD) stake by 17% in Q2 2026, buying an estimated $420K and bringing the position to 10,088 shares worth $2.73M. The position accounts for 0.42% of the portfolio, ranked #63.

Concord Asset Management (Virginia) first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Concord Asset Management (Virginia) held 10,088 shares of McDonald's worth $2.73M as of Q2 2026.
  • Concord Asset Management (Virginia) bought 1,465 McDonald's shares in Q2 2026, an estimated $420K.
  • McDonald's made up 0.42% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #63 holding.
  • Concord Asset Management (Virginia) first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.