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EdgeRock Capital’s McDonald's MCD Stock Holding History

EdgeRock Capital’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 		$299K Sell
1,107
-57
-5% -$16.3K 0.07% 108
2026
Q1 		$363K Buy
1,164
+54
+5% +$17.2K 0.1% 84
2025
Q4 		$339K Buy
1,110
+141
+15% +$43.2K 0.09% 94
2025
Q3 		$294K Buy
969
+52
+6% +$15.8K 0.08% 91
2025
Q2 		$265K Buy
+917
New +$283K 0.08% 90
2023
Q4 		– Sell
-1,111
Closed -$293K – 344
2023
Q3 		$293K Buy
1,111
+72
+7% +$20.5K 0.18% 41
2023
Q2 		$310K Buy
1,039
+164
+19% +$47.6K 0.15% 47
2023
Q1 		$245K Buy
875
+110
+14% +$29.5K 0.13% 55
2022
Q4 		$202K Sell
765
-7
-0.9% -$1.85K 0.11% 59
2022
Q3 		$178K Buy
+772
New +$197K 0.1% 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

EdgeRock Capital's MCD Position: Q2 2026 in Review

EdgeRock Capital reduced its McDonald's (MCD) stake by 4.9% in Q2 2026, selling an estimated $16.3K and leaving 1,107 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #108.

EdgeRock Capital first reported a position in MCD in Q3 2022 and has held it in 10 quarters since. The position peaked at $363K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • EdgeRock Capital held 1,107 shares of McDonald's worth $299K as of Q2 2026.
  • EdgeRock Capital sold 57 McDonald's shares in Q2 2026, an estimated $16.3K.
  • McDonald's made up 0.07% of EdgeRock Capital's portfolio in Q2 2026, its #108 holding.
  • EdgeRock Capital first reported a position in McDonald's in Q3 2022 and has held it in 10 quarters since.
  • EdgeRock Capital's McDonald's position peaked at $363K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.