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Ethic Inc’s McDonald's MCD Stock Holding History

Ethic Inc’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 		$6.63M Sell
24,512
-840
-3% -$241K 0.08% 239
2026
Q1 		$7.88M Buy
25,352
+1,810
+8% +$577K 0.12% 176
2025
Q4 		$7.2M Buy
23,542
+901
+4% +$276K 0.11% 186
2025
Q3 		$6.88M Sell
22,641
-45
-0.2% -$13.7K 0.11% 177
2025
Q2 		$6.61M Buy
22,686
+1,315
+6% +$405K 0.12% 179
2025
Q1 		$6.7M Buy
21,371
+2,058
+11% +$616K 0.14% 167
2024
Q4 		$5.6M Sell
19,313
-3,915
-17% -$1.17M 0.11% 191
2024
Q3 		$6.55M Buy
23,228
+1,860
+9% +$513K 0.17% 141
2024
Q2 		$5.45M Sell
21,368
-1,860
-8% -$493K 0.13% 172
2024
Q1 		$6.55M Sell
23,228
-177
-0.8% -$51.5K 0.17% 141
2023
Q4 		$6.94M Buy
23,405
+4,811
+26% +$1.31M 0.21% 104
2023
Q3 		$4.9M Sell
18,594
-47
-0.3% -$13.4K 0.17% 136
2023
Q2 		$5.56M Buy
18,641
+1,215
+7% +$353K 0.21% 111
2023
Q1 		$4.87M Sell
17,426
-1,834
-10% -$491K 0.2% 127
2022
Q4 		$5.08M Buy
19,260
+1,966
+11% +$519K 0.27% 86
2022
Q3 		$3.99M Sell
17,294
-2,203
-11% -$563K 0.27% 89
2022
Q2 		$4.81M Buy
19,497
+5,202
+36% +$1.28M 0.34% 67
2022
Q1 		$3.54M Buy
14,295
+1,163
+9% +$290K 0.24% 98
2021
Q4 		$3.52M Buy
13,132
+2,981
+29% +$753K 0.27% 87
2021
Q3 		$2.45M Buy
10,151
+1,092
+12% +$261K 0.25% 96
2021
Q2 		$2.09M Sell
9,059
-4,865
-35% -$1.13M 0.25% 93
2021
Q1 		$3.12M Buy
13,924
+3,833
+38% +$820K 0.56% 31
2020
Q4 		$2.17M Buy
10,091
+1,458
+17% +$317K 0.57% 30
2020
Q3 		$1.9M Buy
8,633
+724
+9% +$149K 0.72% 23
2020
Q2 		$1.46M Buy
7,909
+1,993
+34% +$365K 0.83% 22
2020
Q1 		$978K Buy
5,916
+1,766
+43% +$348K 0.82% 21
2019
Q4 		$820K Buy
+4,150
New +$823K 0.6% 40

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

Ethic Inc's MCD Position: Q2 2026 in Review

Ethic Inc reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $241K and leaving 24,512 shares worth $6.63M. The position accounts for 0.08% of the portfolio, ranked #239.

Ethic Inc first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.88M in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ethic Inc held 24,512 shares of McDonald's worth $6.63M as of Q2 2026.
  • Ethic Inc sold 840 McDonald's shares in Q2 2026, an estimated $241K.
  • McDonald's made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #239 holding.
  • Ethic Inc first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's McDonald's position peaked at $7.88M in Q1 2026.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.