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MCD icon

Covestor’s McDonald's MCD Stock Holding History

Covestor’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 		$112K Sell
415
-43
-9% -$12.3K 0.06% 295
2026
Q1 		$142K Sell
458
-256
-36% -$81.6K 0.1% 161
2025
Q4 		$219K Buy
714
+8
+1% +$2.45K 0.11% 184
2025
Q3 		$215K Sell
706
-129
-15% -$39.3K 0.12% 186
2025
Q2 		$244K Buy
835
+18
+2% +$5.55K 0.14% 113
2025
Q1 		$255K Sell
817
-82
-9% -$24.5K 0.17% 82
2024
Q4 		$261K Buy
899
+35
+4% +$10.4K 0.16% 88
2024
Q3 		$264K Sell
864
-63
-7% -$17.4K 0.17% 86
2024
Q2 		$236K Buy
927
+231
+33% +$61.3K 0.15% 114
2024
Q1 		$196K Sell
696
-150
-18% -$43.6K 0.12% 170
2023
Q4 		$251K Buy
846
+129
+18% +$35.1K 0.17% 74
2023
Q3 		$189K Buy
717
+44
+7% +$12.5K 0.14% 128
2023
Q2 		$201K Sell
673
-97
-13% -$28.2K 0.15% 115
2023
Q1 		$215K Buy
770
+51
+7% +$13.7K 0.19% 87
2022
Q4 		$190K Buy
719
+83
+13% +$21.9K 0.15% 128
2022
Q3 		$147K Buy
636
+250
+65% +$63.9K 0.13% 167
2022
Q2 		$95K Sell
386
-27
-7% -$6.65K 0.08% 450
2022
Q1 		$102K Buy
413
+210
+103% +$52.3K 0.07% 494
2021
Q4 		$54K Buy
+203
New +$51.3K 0.08% 494

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

Covestor's MCD Position: Q2 2026 in Review

Covestor reduced its McDonald's (MCD) stake by 9.4% in Q2 2026, selling an estimated $12.3K and leaving 415 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #295.

Covestor first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $264K in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Covestor held 415 shares of McDonald's worth $112K as of Q2 2026.
  • Covestor sold 43 McDonald's shares in Q2 2026, an estimated $12.3K.
  • McDonald's made up 0.06% of Covestor's portfolio in Q2 2026, its #295 holding.
  • Covestor first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Covestor's McDonald's position peaked at $264K in Q3 2024.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.