Courage Miller Partners’s McDonald's MCD Stock Holding History

Courage Miller Partners’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	$237K	Sell	877 -6	-0.7%	-$1.72K	0.06%	86
2026 Q1	$274K	Hold	883	–	–	0.08%	85
2025 Q4	$270K	Hold	883	–	–	0.08%	77
2025 Q3	$268K	Hold	883	–	–	0.08%	76
2025 Q2	$258K	Hold	883	–	–	0.08%	78
2025 Q1	$276K	Hold	883	–	–	0.09%	72
2024 Q4	$256K	Sell	883 -22	-2%	-$6.56K	0.09%	74
2024 Q3	$276K	Sell	905 -85	-9%	-$23.4K	0.09%	74
2024 Q2	$252K	Sell	990 -83	-8%	-$22K	0.09%	74
2024 Q1	$303K	Buy	1,073 +1	+0.1%	+$291	0.1%	74
2023 Q4	$318K	Buy	1,072 +1	+0.1%	+$272	0.12%	67
2023 Q3	$282K	Sell	1,071 -200	-16%	-$57K	0.12%	67
2023 Q2	$379K	Hold	1,271	–	–	0.16%	63
2023 Q1	$355K	Buy	1,271 +388	+44%	+$104K	0.15%	63
2022 Q4	$233K	Hold	883	–	–	0.11%	67
2022 Q3	$204K	Hold	883	–	–	0.1%	66
2022 Q2	$218K	Hold	883	–	–	0.1%	66
2022 Q1	$218K	Hold	883	–	–	0.09%	73
2021 Q4	$237K	Hold	883	–	–	0.09%	78
2021 Q3	$213K	Sell	883 -35	-4%	-$8.35K	0.09%	82
2021 Q2	$212K	Hold	918	–	–	0.09%	82
2021 Q1	$206K	Buy	+918	New	+$196K	0.09%	81

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

Courage Miller Partners's MCD Position: Q2 2026 in Review

Courage Miller Partners reduced its McDonald's (MCD) stake by 0.68% in Q2 2026, selling an estimated $1.72K and leaving 877 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #86.

Courage Miller Partners first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $379K in Q2 2023. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Courage Miller Partners held 877 shares of McDonald's worth $237K as of Q2 2026.
Courage Miller Partners sold 6 McDonald's shares in Q2 2026, an estimated $1.72K.
McDonald's made up 0.06% of Courage Miller Partners's portfolio in Q2 2026, its #86 holding.
Courage Miller Partners first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
Courage Miller Partners's McDonald's position peaked at $379K in Q2 2023.
3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.