GEM Asset Management’s McDonald's MCD Stock Holding History

GEM Asset 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	$395K	Sell	1,460 -38	-3%	-$10.9K	0.16%	78
2026 Q1	$466K	Hold	1,498	–	–	0.21%	67
2025 Q4	$456K	Sell	1,498 -18	-1%	-$5.51K	0.2%	70
2025 Q3	$449K	Sell	1,516 -61	-4%	-$18.6K	0.21%	67
2025 Q2	$463K	Buy	1,577 +18	+1%	+$5.55K	0.24%	60
2025 Q1	$489K	Hold	1,559	–	–	0.27%	56
2024 Q4	$452K	Buy	1,559 +1	+0.1%	+$298	0.25%	50
2024 Q3	$469K	Buy	1,558 +264	+20%	+$72.8K	0.27%	49
2024 Q2	$330K	Hold	1,294	–	–	0.21%	65
2024 Q1	$349K	Buy	1,294 +1	+0.1%	+$291	0.23%	63
2023 Q4	$383K	Hold	1,293	–	–	0.27%	54
2023 Q3	$341K	Hold	1,293	–	–	0.27%	57
2023 Q2	$386K	Buy	1,293 +1	+0.1%	+$291	0.3%	49
2023 Q1	$361K	Sell	1,292 -8	-0.6%	-$2.14K	0.29%	47
2022 Q4	$343K	Buy	+1,300	New	+$343K	0.29%	45

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

GEM Asset Management's MCD Position: Q2 2026 in Review

GEM Asset Management reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $10.9K and leaving 1,460 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #78.

GEM Asset Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $489K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

GEM Asset Management held 1,460 shares of McDonald's worth $395K as of Q2 2026.
GEM Asset Management sold 38 McDonald's shares in Q2 2026, an estimated $10.9K.
McDonald's made up 0.16% of GEM Asset Management's portfolio in Q2 2026, its #78 holding.
GEM Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
GEM Asset Management's McDonald's position peaked at $489K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.