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GLOBALT Investments’s McDonald's MCD Stock Holding History

GLOBALT Investments’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 		$2.47M Sell
9,134
-179
-2% -$51.3K 0.08% 109
2026
Q1 		$2.89M Sell
9,313
-444
-5% -$141K 0.1% 102
2025
Q4 		$2.98M Sell
9,757
-330
-3% -$101K 0.11% 96
2025
Q3 		$3.07M Sell
10,087
-119
-1% -$36.2K 0.11% 103
2025
Q2 		$2.98M Sell
10,206
-506
-5% -$156K 0.11% 97
2025
Q1 		$3.35M Buy
10,712
+82
+0.8% +$24.5K 0.14% 94
2024
Q4 		$3.08M Sell
10,630
-194
-2% -$57.8K 0.12% 100
2024
Q3 		$3.3M Sell
10,824
-3,693
-25% -$1.02M 0.12% 93
2024
Q2 		$3.7M Sell
14,517
-4,161
-22% -$1.1M 0.15% 84
2024
Q1 		$5.27M Sell
18,678
-628
-3% -$183K 0.21% 67
2023
Q4 		$5.72M Buy
+19,306
New +$5.25M 0.24% 61

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GLOBALT Investments's MCD Position: Q2 2026 in Review

GLOBALT Investments reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $51.3K and leaving 9,134 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #109.

GLOBALT Investments first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.72M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • GLOBALT Investments held 9,134 shares of McDonald's worth $2.47M as of Q2 2026.
  • GLOBALT Investments sold 179 McDonald's shares in Q2 2026, an estimated $51.3K.
  • McDonald's made up 0.08% of GLOBALT Investments's portfolio in Q2 2026, its #109 holding.
  • GLOBALT Investments first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's McDonald's position peaked at $5.72M in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.