Frank Rimerman Advisors’s McDonald's MCD Stock Holding History

Frank Rimerman 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	$2.85M	Sell	10,534 -1,356	-11%	-$389K	0.16%	105
2026 Q1	$3.7M	Buy	11,890 +235	+2%	+$74.9K	0.24%	66
2025 Q4	$3.56M	Sell	11,655 -2,097	-15%	-$642K	0.23%	74
2025 Q3	$4.18M	Buy	13,752 +1,244	+10%	+$379K	0.27%	58
2025 Q2	$3.65M	Buy	12,508 +866	+7%	+$267K	0.25%	63
2025 Q1	$3.64M	Sell	11,642 -182	-2%	-$54.4K	0.29%	55
2024 Q4	$3.43M	Buy	11,824 +697	+6%	+$208K	0.25%	65
2024 Q3	$3.39M	Buy	11,127 +10	+0.1%	+$2.76K	0.24%	64
2024 Q2	$2.83M	Buy	11,117 +11,086	+35,761%	+$2.94M	0.2%	87
2024 Q1	$8.74K	Hold	31	–	–	﹤0.01%	177
2023 Q4	$9.19K	Buy	+31	New	+$8.44K	﹤0.01%	172

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

Frank Rimerman Advisors's MCD Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $389K and leaving 10,534 shares worth $2.85M. The position accounts for 0.16% of the portfolio, ranked #105.

Frank Rimerman Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Frank Rimerman Advisors held 10,534 shares of McDonald's worth $2.85M as of Q2 2026.
Frank Rimerman Advisors sold 1,356 McDonald's shares in Q2 2026, an estimated $389K.
McDonald's made up 0.16% of Frank Rimerman Advisors's portfolio in Q2 2026, its #105 holding.
Frank Rimerman Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's McDonald's position peaked at $4.18M in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.