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F/M Investments’s McDonald's MCD Stock Holding History

F/M Investments’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 		$511K Hold
1,889
– – 0.03% 257
2026
Q1 		$587K Sell
1,889
-7,120
-79% -$2.27M 0.04% 220
2025
Q4 		$2.75M Buy
9,009
+121
+1% +$37.1K 0.1% 204
2025
Q3 		$2.7M Sell
8,888
-436
-5% -$133K 0.1% 201
2025
Q2 		$2.72M Sell
9,324
-4
-0% -$1.23K 0.1% 201
2025
Q1 		$2.91M Buy
9,328
+1,400
+18% +$419K 0.12% 178
2024
Q4 		$2.3M Buy
7,928
+2,244
+39% +$669K 0.08% 215
2024
Q3 		$1.73M Buy
5,684
+2,381
+72% +$656K 0.05% 223
2024
Q2 		$842K Sell
3,303
-1,769
-35% -$469K 0.03% 263
2024
Q1 		$1.43M Sell
5,072
-31
-0.6% -$9.02K 0.97% 28
2023
Q4 		$1.51M Sell
5,103
-101
-2% -$27.5K 0.86% 40
2023
Q3 		$1.37M Sell
5,204
-125
-2% -$35.7K 1.02% 34
2023
Q2 		$1.59M Buy
+5,329
New +$1.55M 1.17% 32
2021
Q2 		– Sell
-1,113
Closed -$249K – 87
2021
Q1 		$249K Sell
1,113
-6,495
-85% -$1.39M 0.2% 67
2020
Q4 		$1.63M Buy
+7,608
New +$1.65M 1.42% 29

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

F/M Investments's MCD Position: Q2 2026 in Review

F/M Investments held its McDonald's (MCD) position steady in Q2 2026 at 1,889 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #257.

F/M Investments first reported a position in MCD in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.91M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • F/M Investments held 1,889 shares of McDonald's worth $511K as of Q2 2026.
  • F/M Investments left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.03% of F/M Investments's portfolio in Q2 2026, its #257 holding.
  • F/M Investments first reported a position in McDonald's in Q4 2020 and has held it in 15 quarters since.
  • F/M Investments's McDonald's position peaked at $2.91M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.