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Edgemoor Investment Advisors’s McDonald's MCD Stock Holding History

Edgemoor 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 		$382K Sell
1,413
-48
-3% -$13.8K 0.03% 140
2026
Q1 		$454K Hold
1,461
– – 0.04% 124
2025
Q4 		$447K Sell
1,461
-29
-2% -$8.88K 0.03% 126
2025
Q3 		$453K Buy
1,490
+36
+2% +$11K 0.04% 129
2025
Q2 		$425K Buy
1,454
+305
+27% +$94K 0.04% 128
2025
Q1 		$359K Hold
1,149
– – 0.03% 126
2024
Q4 		$333K Sell
1,149
-17
-1% -$5.07K 0.03% 130
2024
Q3 		$355K Sell
1,166
-20
-2% -$5.51K 0.03% 128
2024
Q2 		$302K Sell
1,186
-24
-2% -$6.37K 0.03% 131
2024
Q1 		$341K Sell
1,210
-18
-1% -$5.24K 0.03% 125
2023
Q4 		$364K Sell
1,228
-20
-2% -$5.44K 0.04% 119
2023
Q3 		$329K Sell
1,248
-30
-2% -$8.56K 0.04% 122
2023
Q2 		$381K Buy
1,278
+1
+0.1% +$291 0.04% 117
2023
Q1 		$357K Buy
1,277
+491
+62% +$132K 0.04% 120
2022
Q4 		$207K Buy
+786
New +$207K 0.03% 162

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

Edgemoor Investment Advisors's MCD Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $13.8K and leaving 1,413 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #140.

Edgemoor Investment Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $454K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Edgemoor Investment Advisors held 1,413 shares of McDonald's worth $382K as of Q2 2026.
  • Edgemoor Investment Advisors sold 48 McDonald's shares in Q2 2026, an estimated $13.8K.
  • McDonald's made up 0.03% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • Edgemoor Investment Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Edgemoor Investment Advisors's McDonald's position peaked at $454K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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