Curbstone Financial Management Corp’s McDonald's MCD Stock Holding History

Curbstone Financial Management Corp’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	$1.82M	Buy	6,726 +1,382	+26%	+$396K	0.31%	73
2026 Q1	$1.66M	Buy	5,344 +90	+2%	+$28.7K	0.32%	72
2025 Q4	$1.61M	Sell	5,254 -80	-1%	-$24.5K	0.31%	75
2025 Q3	$1.62M	Sell	5,334 -10	-0.2%	-$3.04K	0.31%	75
2025 Q2	$1.56M	Buy	5,344 +218	+4%	+$67.2K	0.32%	73
2025 Q1	$1.6M	Buy	5,126 +154	+3%	+$46.1K	0.34%	71
2024 Q4	$1.44M	Buy	4,972 +88	+2%	+$26.2K	0.31%	79
2024 Q3	$1.49M	Hold	4,884	–	–	0.32%	83
2024 Q2	$1.24M	Sell	4,884 -166	-3%	-$44K	0.27%	91
2024 Q1	$1.42M	Hold	5,050	–	–	0.31%	85
2023 Q4	$1.5M	Hold	5,050	–	–	0.34%	77
2023 Q3	$1.33M	Sell	5,050 -100	-2%	-$28.5K	0.33%	77
2023 Q2	$1.54M	Sell	5,150 -200	-4%	-$58.1K	0.37%	74
2023 Q1	$1.5M	Sell	5,350 -100	-2%	-$26.8K	0.36%	73
2022 Q4	$1.44M	Buy	5,450 +58	+1%	+$15.3K	0.36%	74
2022 Q3	$1.24M	Sell	5,392 -60	-1%	-$15.3K	0.31%	83
2022 Q2	$1.35M	Hold	5,452	–	–	0.31%	83
2022 Q1	$1.35M	Sell	5,452 -100	-2%	-$24.9K	0.25%	98
2021 Q4	$1.49M	Sell	5,552 -40	-0.7%	-$10.1K	0.26%	93
2021 Q3	$1.35M	Hold	5,592	–	–	0.25%	95
2021 Q2	$1.29M	Sell	5,592 -50	-0.9%	-$11.6K	0.24%	102
2021 Q1	$1.26M	Hold	5,642	–	–	0.25%	94
2020 Q4	$1.21M	Buy	5,642 +60	+1%	+$13K	0.25%	93
2020 Q3	$1.23M	Sell	5,582 -50	-0.9%	-$10.3K	0.29%	89
2020 Q2	$1.04M	Buy	5,632 +300	+6%	+$55K	0.27%	88
2020 Q1	$882K	Sell	5,332 -510	-9%	-$100K	0.27%	91
2019 Q4	$1.15M	Hold	5,842	–	–	0.27%	97
2019 Q3	$1.25M	Hold	5,842	–	–	0.32%	83
2019 Q2	$1.21M	Sell	5,842 -314	-5%	-$62.2K	0.32%	84
2019 Q1	$1.17M	Sell	6,156 -126	-2%	-$22.9K	0.32%	86
2018 Q4	$1.11M	Sell	6,282 -150	-2%	-$26.6K	0.33%	81
2018 Q3	$1.08M	Hold	6,432	–	–	0.28%	99
2018 Q2	$1.01M	Hold	6,432	–	–	0.28%	101
2018 Q1	$1.01M	Buy	6,432 +3,116	+94%	+$513K	0.28%	98
2017 Q4	$571K	Sell	3,316 -4,026	-55%	-$676K	0.32%	87
2017 Q3	$1.15M	Buy	7,342 +3,471	+90%	+$544K	0.33%	88
2017 Q2	$593K	Sell	3,871 -114	-3%	-$16.5K	0.36%	79
2017 Q1	$516K	Sell	3,985 -50	-1%	-$6.27K	0.32%	87
2016 Q4	$491K	Sell	4,035 -4,035	-50%	-$473K	0.31%	90
2016 Q3	$931K	Hold	8,070	–	–	0.3%	95
2016 Q2	$971K	Sell	8,070 -200	-2%	-$25K	0.33%	87
2016 Q1	$1.04M	Sell	8,270 -300	-4%	-$35.9K	0.35%	84
2015 Q4	$1.01M	Buy	8,570 +3,885	+83%	+$434K	0.35%	88
2015 Q3	$462K	Sell	4,685 -220	-4%	-$21.4K	0.33%	90
2015 Q2	$466K	Sell	4,905 -650	-12%	-$62.9K	0.31%	96
2015 Q1	$541K	Sell	5,555 -350	-6%	-$33.2K	0.36%	80
2014 Q4	$553K	Sell	5,905 -60	-1%	-$5.62K	0.43%	73
2014 Q3	$566K	Sell	5,965 -50	-0.8%	-$4.77K	0.45%	64
2014 Q2	$606K	Buy	6,015 +50	+0.8%	+$5.05K	0.46%	61
2014 Q1	$585K	Buy	+5,965	New	+$570K	0.48%	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

Curbstone Financial Management Corp's MCD Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its McDonald's (MCD) stake by 26% in Q2 2026, buying an estimated $396K and bringing the position to 6,726 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #73.

Curbstone Financial Management Corp first reported a position in MCD in Q1 2014 and has held it in 50 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Curbstone Financial Management Corp held 6,726 shares of McDonald's worth $1.82M as of Q2 2026.
Curbstone Financial Management Corp bought 1,382 McDonald's shares in Q2 2026, an estimated $396K.
McDonald's made up 0.31% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #73 holding.
Curbstone Financial Management Corp first reported a position in McDonald's in Q1 2014 and has held it in 50 quarters since.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.