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Custos Family Office’s McDonald's MCD Stock Holding History

Custos Family Office’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 		$200K Buy
741
+11
+2% +$3.15K 0.12% 66
2026
Q1 		$227K Buy
730
+43
+6% +$13.7K 0.16% 61
2025
Q4 		$210K Sell
687
-16
-2% -$4.9K 0.14% 58
2025
Q3 		$214K Buy
+703
New +$214K 0.12% 62

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

Custos Family Office's MCD Position: Q2 2026 in Review

Custos Family Office increased its McDonald's (MCD) stake by 1.5% in Q2 2026, buying an estimated $3.15K and bringing the position to 741 shares worth $200K. The position accounts for 0.12% of the portfolio, ranked #66.

Custos Family Office first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $227K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Custos Family Office held 741 shares of McDonald's worth $200K as of Q2 2026.
  • Custos Family Office bought 11 McDonald's shares in Q2 2026, an estimated $3.15K.
  • McDonald's made up 0.12% of Custos Family Office's portfolio in Q2 2026, its #66 holding.
  • Custos Family Office first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Custos Family Office's McDonald's position peaked at $227K in Q1 2026.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.