Costello Asset Management’s McDonald's MCD Stock Holding History

Costello Asset 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
2026 Q2	$98.1K	Sell	363 -10	-3%	-$2.87K	0.03%	172
2026 Q1	$116K	Hold	373	–	–	0.04%	153
2025 Q4	$114K	Sell	373 -21	-5%	-$6.43K	0.04%	141
2025 Q3	$120K	Sell	394 -17	-4%	-$5.17K	0.04%	141
2025 Q2	$120K	Sell	411 -15	-4%	-$4.62K	0.05%	142
2025 Q1	$133K	Sell	426 -32	-7%	-$9.57K	0.05%	128
2024 Q4	$133K	Sell	458 -13	-3%	-$3.88K	0.09%	68
2024 Q3	$144K	Hold	471	–	–	0.1%	69
2024 Q2	$120K	Buy	471 +1	+0.2%	+$265	0.09%	63
2024 Q1	$133K	Buy	470 +25	+6%	+$7.27K	0.09%	62
2023 Q4	$132K	Buy	445 +11	+3%	+$2.99K	0.11%	62
2023 Q3	$114K	Sell	434 -26	-6%	-$7.42K	0.11%	62
2023 Q2	$137K	Buy	460 +35	+8%	+$10.2K	0.12%	60
2023 Q1	$119K	Sell	425 -49	-10%	-$13.1K	0.12%	63
2022 Q4	$125K	Sell	474 -17	-3%	-$4.49K	0.11%	62
2022 Q3	$113K	Buy	491 +1	+0.2%	+$256	0.11%	63
2022 Q2	$121K	Buy	490 +1	+0.2%	+$246	0.1%	64
2022 Q1	$121K	Sell	489 -184	-27%	-$45.8K	0.08%	73
2021 Q4	$180K	Buy	673 +123	+22%	+$31.1K	0.11%	68
2021 Q3	$133K	Hold	550	–	–	0.09%	72
2021 Q2	$127K	Hold	550	–	–	0.08%	70
2021 Q1	$123K	Buy	550 +1	+0.2%	+$214	0.09%	74
2020 Q4	$118K	Hold	549	–	–	0.09%	70
2020 Q3	$120K	Buy	549 +1	+0.2%	+$205	0.11%	63
2020 Q2	$101K	Buy	+548	New	+$100K	0.1%	60

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

Costello Asset Management's MCD Position: Q2 2026 in Review

Costello Asset Management reduced its McDonald's (MCD) stake by 2.7% in Q2 2026, selling an estimated $2.87K and leaving 363 shares worth $98.1K. The position accounts for 0.03% of the portfolio, ranked #172.

Costello Asset Management first reported a position in MCD in Q2 2020 and has held it in 25 quarters since. The position peaked at $180K in Q4 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Costello Asset Management held 363 shares of McDonald's worth $98.1K as of Q2 2026.
Costello Asset Management sold 10 McDonald's shares in Q2 2026, an estimated $2.87K.
McDonald's made up 0.03% of Costello Asset Management's portfolio in Q2 2026, its #172 holding.
Costello Asset Management first reported a position in McDonald's in Q2 2020 and has held it in 25 quarters since.
Costello Asset Management's McDonald's position peaked at $180K in Q4 2021.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.