Glass Jacobson Investment Advisors’s McDonald's MCD Stock Holding History

Glass Jacobson Investment 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	$121K	Hold	449	–	–	0.04%	239
2026 Q1	$140K	Hold	449	–	–	0.05%	222
2025 Q4	$137K	Hold	449	–	–	0.05%	216
2025 Q3	$136K	Hold	449	–	–	0.05%	213
2025 Q2	$131K	Sell	449 -1,398	-76%	-$431K	0.05%	205
2025 Q1	$536K	Hold	1,847	–	–	0.18%	134
2024 Q4	$536K	Buy	1,847 +21	+1%	+$6.26K	0.18%	134
2024 Q3	$556K	Hold	1,826	–	–	0.18%	131
2024 Q2	$465K	Hold	1,826	–	–	0.17%	135
2024 Q1	$515K	Hold	1,826	–	–	0.19%	125
2023 Q4	$542K	Sell	1,826 -20	-1%	-$5.44K	0.22%	119
2023 Q3	$486K	Sell	1,846 -100	-5%	-$28.5K	0.22%	121
2023 Q2	$581K	Buy	+1,946	New	+$565K	0.27%	109
2022 Q4	$513K	Buy	+1,946	New	+$513K	0.25%	116

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

Glass Jacobson Investment Advisors's MCD Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its McDonald's (MCD) position steady in Q2 2026 at 449 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #239.

Glass Jacobson Investment Advisors first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $581K in Q2 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Glass Jacobson Investment Advisors held 449 shares of McDonald's worth $121K as of Q2 2026.
Glass Jacobson Investment Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #239 holding.
Glass Jacobson Investment Advisors first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's McDonald's position peaked at $581K in Q2 2023.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.