Edgestream Partners’s McDonald's MCD Stock Holding History

Edgestream Partners’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	$3.73M	Buy	13,814 +1,638	+13%	+$470K	0.11%	347
2026 Q1	$3.78M	Buy	12,176 +667	+6%	+$212K	0.12%	315
2025 Q4	$3.52M	Sell	11,509 -7,217	-39%	-$2.21M	0.1%	374
2025 Q3	$5.69M	Buy	+18,726	New	+$5.7M	0.17%	214
2025 Q2	–	Sell	-45,516	Closed	-$14.2M	–	985
2025 Q1	$14.2M	Buy	45,516 +43,276	+1,932%	+$12.9M	0.48%	7
2024 Q4	$649K	Buy	+2,240	New	+$668K	0.03%	643
2024 Q1	–	Sell	-1,095	Closed	-$325K	–	938
2023 Q4	$325K	Sell	1,095 -1,798	-62%	-$489K	0.02%	701
2023 Q3	$762K	Buy	+2,893	New	+$825K	0.06%	481
2023 Q2	–	Sell	-958	Closed	-$268K	–	827
2023 Q1	$268K	Sell	958 -2,606	-73%	-$698K	0.03%	487
2022 Q4	$939K	Sell	3,564 -2,222	-38%	-$586K	0.11%	271
2022 Q3	$1.33M	Buy	5,786 +1,832	+46%	+$468K	0.1%	240
2022 Q2	$976K	Sell	3,954 -3,504	-47%	-$863K	0.08%	325
2022 Q1	$1.84M	Buy	+7,458	New	+$1.86M	0.15%	233
2021 Q4	–	Sell	-4,211	Closed	-$1.01M	–	547
2021 Q3	$1.01M	Buy	+4,211	New	+$1.01M	0.06%	319
2021 Q1	–	Sell	-2,432	Closed	-$522K	–	416
2020 Q4	$522K	Buy	+2,432	New	+$529K	0.03%	325
2019 Q4	–	Sell	-4,876	Closed	-$1.05M	–	343
2019 Q3	$1.05M	Buy	4,876 +2,398	+97%	+$514K	0.1%	180
2019 Q2	$515K	Buy	+2,478	New	+$491K	0.06%	186
2018 Q4	–	Sell	-19,469	Closed	-$3.26M	–	270
2018 Q3	$3.26M	Buy	19,469 +1,815	+10%	+$291K	0.55%	67
2018 Q2	$2.77M	Sell	17,654 -8,341	-32%	-$1.35M	0.56%	56
2018 Q1	$4.07M	Buy	25,995 +15,041	+137%	+$2.47M	0.8%	40
2017 Q4	$1.89M	Buy	10,954 +2,711	+33%	+$455K	2.25%	9
2017 Q3	$1.29M	Sell	8,243 -2,723	-25%	-$427K	0.69%	32
2017 Q2	$1.68M	Buy	10,966 +2,308	+27%	+$334K	0.63%	34
2017 Q1	$1.12M	Buy	8,658 +255	+3%	+$32K	0.49%	43
2016 Q4	$1.02M	Sell	8,403 -930	-10%	-$109K	2.12%	9
2016 Q3	$1.08M	Buy	+9,333	New	+$1.11M	0.59%	42
2016 Q2	–	Sell	-3,643	Closed	-$458K	–	64
2016 Q1	$458K	Sell	3,643 -2,518	-41%	-$301K	0.52%	46
2015 Q4	$728K	Buy	+6,161	New	+$689K	2.08%	10
2015 Q3	–	Sell	-21,656	Closed	-$2.06M	–	85
2015 Q2	$2.06M	Buy	21,656 +17,267	+393%	+$1.67M	1.42%	21
2015 Q1	$428K	Buy	4,389 +1,234	+39%	+$117K	0.56%	42
2014 Q4	$296K	Sell	3,155 -1,580	-33%	-$148K	0.68%	48
2014 Q3	$449K	Sell	4,735 -13,209	-74%	-$1.26M	0.39%	52
2014 Q2	$1.81M	Buy	+17,944	New	+$1.81M	1.15%	25

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

Edgestream Partners's MCD Position: Q2 2026 in Review

Edgestream Partners increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $470K and bringing the position to 13,814 shares worth $3.73M. The position accounts for 0.11% of the portfolio, ranked #347.

Edgestream Partners first reported a position in MCD in Q2 2014 and has held it in 33 quarters since. The position peaked at $14.2M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Edgestream Partners held 13,814 shares of McDonald's worth $3.73M as of Q2 2026.
Edgestream Partners bought 1,638 McDonald's shares in Q2 2026, an estimated $470K.
McDonald's made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #347 holding.
Edgestream Partners first reported a position in McDonald's in Q2 2014 and has held it in 33 quarters since.
Edgestream Partners's McDonald's position peaked at $14.2M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.