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Enclave Advisors’s McDonald's MCD Stock Holding History

Enclave 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 		$373K Sell
1,379
-160
-10% -$45.9K 0.05% 104
2026
Q1 		$478K Hold
1,539
– – 0.07% 95
2025
Q4 		$470K Sell
1,539
-115
-7% -$35.2K 0.07% 89
2025
Q3 		$503K Sell
1,654
-5
-0.3% -$1.52K 0.08% 78
2025
Q2 		$485K Sell
1,659
-21
-1% -$6.47K 0.08% 79
2025
Q1 		$525K Buy
1,680
+14
+0.8% +$4.19K 0.09% 73
2024
Q4 		$483K Sell
1,666
-62
-4% -$18.5K 0.08% 81
2024
Q3 		$526K Buy
+1,728
New +$476K 0.09% 75

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

Enclave Advisors's MCD Position: Q2 2026 in Review

Enclave Advisors reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $45.9K and leaving 1,379 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #104.

Enclave Advisors first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $526K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Enclave Advisors held 1,379 shares of McDonald's worth $373K as of Q2 2026.
  • Enclave Advisors sold 160 McDonald's shares in Q2 2026, an estimated $45.9K.
  • McDonald's made up 0.05% of Enclave Advisors's portfolio in Q2 2026, its #104 holding.
  • Enclave Advisors first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's McDonald's position peaked at $526K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.