DIM
MCD icon

Delta Investment Management’s McDonald's MCD Stock Holding History

Delta Investment Management’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 		$610K Buy
2,257
+3
+0.1% +$860 0.1% 141
2026
Q1 		$701K Sell
2,254
-147
-6% -$46.8K 0.13% 118
2025
Q4 		$734K Sell
2,401
-14
-0.6% -$4.29K 0.13% 121
2025
Q3 		$734K Hold
2,415
– – 0.13% 107
2025
Q2 		$705K Buy
2,415
+1
+0% +$308 0.14% 104
2025
Q1 		$754K Sell
2,414
-378
-14% -$113K 0.15% 84
2024
Q4 		$809K Buy
2,792
+342
+14% +$102K 0.16% 86
2024
Q3 		$746K Buy
2,450
+2
+0.1% +$551 0.15% 87
2024
Q2 		$624K Sell
2,448
-139
-5% -$36.9K 0.14% 93
2024
Q1 		$729K Buy
2,587
+174
+7% +$50.6K 0.17% 96
2023
Q4 		$716K Sell
2,413
-19
-0.8% -$5.17K 0.18% 81
2023
Q3 		$641K Buy
2,432
+21
+0.9% +$5.99K 0.18% 74
2023
Q2 		$719K Hold
2,411
– – 0.2% 70
2023
Q1 		$674K Buy
2,411
+99
+4% +$26.5K 0.19% 72
2022
Q4 		$609K Sell
2,312
-21
-0.9% -$5.54K 0.2% 79
2022
Q3 		$538K Hold
2,333
– – 0.23% 77
2022
Q2 		$576K Buy
2,333
+1
+0% +$246 0.26% 68
2022
Q1 		$577K Hold
2,332
– – 0.17% 70
2021
Q4 		$625K Sell
2,332
-25
-1% -$6.31K 0.18% 88
2021
Q3 		$568K Hold
2,357
– – 0.18% 93
2021
Q2 		$544K Hold
2,357
– – 0.16% 97
2021
Q1 		$528K Hold
2,357
– – 0.17% 93
2020
Q4 		$505K Sell
2,357
-565
-19% -$123K 0.16% 103
2020
Q3 		$641K Sell
2,922
-74
-2% -$15.2K 0.35% 50
2020
Q2 		$552K Buy
+2,996
New +$549K 0.23% 75

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 $3.38T AUM 44.17% 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

Delta Investment Management's MCD Position: Q2 2026 in Review

Delta Investment Management increased its McDonald's (MCD) stake by 0.13% in Q2 2026, buying an estimated $860 and bringing the position to 2,257 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #141.

Delta Investment Management first reported a position in MCD in Q2 2020 and has held it in 25 quarters since. The position peaked at $809K in Q4 2024. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Delta Investment Management held 2,257 shares of McDonald's worth $610K as of Q2 2026.
  • Delta Investment Management bought 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 0.1% of Delta Investment Management's portfolio in Q2 2026, its #141 holding.
  • Delta Investment Management first reported a position in McDonald's in Q2 2020 and has held it in 25 quarters since.
  • Delta Investment Management's McDonald's position peaked at $809K in Q4 2024.
  • 3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.