Disciplined Investors’s McDonald's MCD Stock Holding History

Disciplined Investors’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	–	Sell	-757	Closed	-$235K	–	152
2026 Q1	$235K	Buy	+757	New	+$241K	0.14%	124
2025 Q4	–	Sell	-753	Closed	-$229K	–	127
2025 Q3	$229K	Buy	+753	New	+$229K	0.16%	109

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

Disciplined Investors's MCD Position: Q2 2026 in Review

Disciplined Investors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 757 shares — an estimated $235K sold.

Disciplined Investors first reported a position in MCD in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Disciplined Investors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Disciplined Investors sold 757 McDonald's shares in Q2 2026, an estimated $235K.
Disciplined Investors first reported a position in McDonald's in Q3 2025 and held it in 2 quarters.
Disciplined Investors's McDonald's position peaked at $235K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.