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Dumont & Blake Investment Advisors’s McDonald's MCD Stock Holding History

Dumont & Blake Investment Advisors’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 		$814K Sell
3,011
-220
-7% -$63.1K 0.18% 117
2026
Q1 		$1M Sell
3,231
-35
-1% -$11.2K 0.25% 99
2025
Q4 		$998K Sell
3,266
-11
-0.3% -$3.37K 0.24% 96
2025
Q3 		$996K Sell
3,277
-273
-8% -$83.1K 0.24% 96
2025
Q2 		$1.04M Buy
3,550
+23
+0.7% +$7.09K 0.27% 86
2025
Q1 		$1.1M Buy
3,527
+20
+0.6% +$5.98K 0.31% 81
2024
Q4 		$1.02M Buy
3,507
+2,080
+146% +$620K 0.27% 89
2024
Q3 		$435K Sell
1,427
-1,427
-50% -$393K 0.12% 148
2024
Q2 		$727K Buy
2,854
+1,427
+100% +$379K 0.1% 154
2024
Q1 		$402K Hold
1,427
– – 0.12% 150
2023
Q4 		$423K Sell
1,427
-410
-22% -$112K 0.13% 136
2023
Q3 		$484K Hold
1,837
– – 0.16% 129
2023
Q2 		$548K Sell
1,837
-403
-18% -$117K 0.18% 123
2023
Q1 		$626K Hold
2,240
– – 0.21% 115
2022
Q4 		$590K Hold
2,240
– – 0.21% 112
2022
Q3 		$517K Sell
2,240
-1,518
-40% -$388K 0.19% 123
2022
Q2 		$928K Buy
3,758
+71
+2% +$17.5K 0.3% 88
2022
Q1 		$912K Sell
3,687
-143
-4% -$35.6K 0.25% 106
2021
Q4 		$1.03M Buy
3,830
+19
+0.5% +$4.8K 0.27% 103
2021
Q3 		$919K Buy
3,811
+13
+0.3% +$3.1K 0.26% 101
2021
Q2 		$877K Buy
3,798
+50
+1% +$11.6K 0.25% 106
2021
Q1 		$840K Hold
3,748
– – 0.26% 107
2020
Q4 		$804K Buy
3,748
+37
+1% +$8.05K 0.27% 100
2020
Q3 		$815K Buy
3,711
+40
+1% +$8.21K 0.31% 97
2020
Q2 		$677K Buy
3,671
+105
+3% +$19.3K 0.28% 99
2020
Q1 		$590K Buy
3,566
+36
+1% +$7.09K 0.3% 95
2019
Q4 		$698K Hold
3,530
– – 0.27% 103
2019
Q3 		$758K Buy
3,530
+50
+1% +$10.7K 0.32% 97
2019
Q2 		$723K Sell
3,480
-21
-0.6% -$4.16K 0.3% 100
2019
Q1 		$665K Sell
3,501
-85
-2% -$15.4K 0.28% 106
2018
Q4 		$637K Sell
3,586
-54
-1% -$9.58K 0.3% 103
2018
Q3 		$609K Sell
3,640
-75
-2% -$12K 0.24% 122
2018
Q2 		$582K Buy
3,715
+110
+3% +$17.8K 0.24% 119
2018
Q1 		$564K Sell
3,605
-180
-5% -$29.6K 0.24% 118
2017
Q4 		$651K Hold
3,785
– – 0.26% 116
2017
Q3 		$593K Sell
3,785
-50
-1% -$7.84K 0.25% 120
2017
Q2 		$587K Buy
3,835
+80
+2% +$11.6K 0.26% 118
2017
Q1 		$487K Sell
3,755
-100
-3% -$12.5K 0.22% 124
2016
Q4 		$469K Buy
3,855
+35
+0.9% +$4.1K 0.22% 124
2016
Q3 		$441K Buy
3,820
+340
+10% +$40.3K 0.22% 125
2016
Q2 		$419K Buy
3,480
+300
+9% +$37.6K 0.21% 124
2016
Q1 		$400K Buy
3,180
+135
+4% +$16.1K 0.21% 124
2015
Q4 		$360K Buy
3,045
+855
+39% +$95.6K 0.18% 131
2015
Q3 		$216K Hold
2,190
– – 0.12% 137
2015
Q2 		$208K Hold
2,190
– – 0.1% 139
2015
Q1 		$213K Buy
+2,190
New +$208K 0.1% 138
2014
Q3 		– Sell
-2,090
Closed -$211K – 162
2014
Q2 		$211K Hold
2,090
– – 0.11% 142
2014
Q1 		$205K Hold
2,090
– – 0.11% 139
2013
Q4 		$203K Hold
2,090
– – 0.1% 136
2013
Q3 		$201K Hold
2,090
– – 0.1% 135
2013
Q2 		$207K Buy
+2,090
New +$209K 0.12% 112

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

Dumont & Blake Investment Advisors's MCD Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its McDonald's (MCD) stake by 6.8% in Q2 2026, selling an estimated $63.1K and leaving 3,011 shares worth $814K. The position accounts for 0.18% of the portfolio, ranked #117.

Dumont & Blake Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.1M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Dumont & Blake Investment Advisors held 3,011 shares of McDonald's worth $814K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 220 McDonald's shares in Q2 2026, an estimated $63.1K.
  • McDonald's made up 0.18% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Dumont & Blake Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
  • Dumont & Blake Investment Advisors's McDonald's position peaked at $1.1M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.