Custom Index Systems’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$107K Buy
+395
New +$113K 0.04% 307
2024
Q4
Sell
-1,016
Closed -$309K 263
2024
Q3
$309K Buy
+1,016
New +$280K 0.17% 187
2024
Q2
Sell
-787
Closed -$222K 287
2024
Q1
$222K Buy
+787
New +$229K 0.13% 230

Other funds holding MCD

Custom Index Systems's MCD Position: Q2 2026 in Review

Custom Index Systems opened a new position in McDonald's (MCD) in Q2 2026: 395 shares worth $107K. The stake represents 0.04% of the portfolio and ranks #307 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in MCD as recently as Q3 2024.

Custom Index Systems first reported a position in MCD in Q1 2024 and has held it in 3 quarters since. The position peaked at $309K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Custom Index Systems held 395 shares of McDonald's worth $107K as of Q2 2026.
  • McDonald's was a new Custom Index Systems position in Q2 2026.
  • McDonald's made up 0.04% of Custom Index Systems's portfolio in Q2 2026, its #307 holding.
  • Custom Index Systems first reported a position in McDonald's in Q1 2024 and has held it in 3 quarters since.
  • Custom Index Systems's McDonald's position peaked at $309K in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.