Generation Capital Management’s McDonald's MCD Stock Holding History

Generation Capital 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	$1.3M	Hold	4,793	–	–	0.8%	38
2026 Q1	$1.49M	Hold	4,793	–	–	1.09%	28
2025 Q4	$1.46M	Hold	4,793	–	–	0.95%	30
2025 Q3	$1.46M	Sell	4,793 -1	-0%	-$304	1.05%	28
2025 Q2	$1.4M	Buy	4,794 +65	+1%	+$20K	1.11%	27
2025 Q1	$1.48M	Buy	4,729 +1	+0%	+$299	1.33%	25
2024 Q4	$1.37M	Buy	+4,728	New	+$1.41M	1.17%	26

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 $3.38T AUM 44.17% 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

Generation Capital Management's MCD Position: Q2 2026 in Review

Generation Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 4,793 shares worth $1.3M. The position accounts for 0.8% of the portfolio, ranked #38.

Generation Capital Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2026. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Generation Capital Management held 4,793 shares of McDonald's worth $1.3M as of Q2 2026.
Generation Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.8% of Generation Capital Management's portfolio in Q2 2026, its #38 holding.
Generation Capital Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Generation Capital Management's McDonald's position peaked at $1.49M in Q1 2026.
3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.