Family Management’s McDonald's MCD Stock Holding History

Family Management’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	$2.24M	Sell	8,296 -263	-3%	-$75.4K	0.23%	86
2026 Q1	$2.66M	Buy	+8,559	New	+$2.73M	0.32%	78
2024 Q1	–	Sell	-9,702	Closed	-$2.88M	–	188
2023 Q4	$2.88M	Buy	+9,702	New	+$2.64M	0.6%	38
2023 Q2	–	Sell	-734	Closed	-$205K	–	170
2023 Q1	$205K	Sell	734 -273	-27%	-$73.1K	0.05%	117
2022 Q4	$265K	Buy	1,007 +95	+10%	+$25.1K	0.06%	118
2022 Q3	$210K	Hold	912	–	–	0.05%	127
2022 Q2	$225K	Sell	912 -63	-6%	-$15.5K	0.06%	134
2022 Q1	$241K	Sell	975 -123	-11%	-$30.6K	0.07%	142
2021 Q4	$294K	Hold	1,098	–	–	0.08%	136
2021 Q3	$265K	Sell	1,098 -1,800	-62%	-$430K	0.07%	138
2021 Q2	$669K	Buy	+2,898	New	+$674K	0.18%	86
2020 Q3	–	Sell	-2,101	Closed	-$388K	–	148
2020 Q2	$388K	Buy	2,101 +121	+6%	+$22.2K	0.16%	94
2020 Q1	$327K	Buy	1,980 +87	+5%	+$17.1K	0.16%	89
2019 Q4	$374K	Sell	1,893 -582	-24%	-$115K	0.13%	105
2019 Q3	$531K	Buy	2,475 +166	+7%	+$35.6K	0.2%	83
2019 Q2	$479K	Buy	2,309 +431	+23%	+$85.4K	0.19%	89
2019 Q1	$357K	Buy	1,878 +77	+4%	+$14K	0.15%	98
2018 Q4	$320K	Hold	1,801	–	–	0.13%	94
2018 Q3	$301K	Sell	1,801 -2	-0.1%	-$321	0.18%	51
2018 Q2	$283K	Hold	1,803	–	–	0.18%	58
2018 Q1	$282K	Sell	1,803 -1,300	-42%	-$214K	0.21%	51
2017 Q4	$534K	Buy	3,103 +1,300	+72%	+$218K	0.37%	37
2017 Q3	$282K	Buy	+1,803	New	+$283K	0.19%	52

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

Family Management's MCD Position: Q2 2026 in Review

Family Management reduced its McDonald's (MCD) stake by 3.1% in Q2 2026, selling an estimated $75.4K and leaving 8,296 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #86.

Family Management first reported a position in MCD in Q3 2017 and has held it in 23 quarters since. The position peaked at $2.88M in Q4 2023. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Family Management held 8,296 shares of McDonald's worth $2.24M as of Q2 2026.
Family Management sold 263 McDonald's shares in Q2 2026, an estimated $75.4K.
McDonald's made up 0.23% of Family Management's portfolio in Q2 2026, its #86 holding.
Family Management first reported a position in McDonald's in Q3 2017 and has held it in 23 quarters since.
Family Management's McDonald's position peaked at $2.88M in Q4 2023.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.