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

Graver 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	$242K	Hold	894	–	–	0.17%	25
2026 Q1	$278K	Hold	894	–	–	0.21%	22
2025 Q4	$273K	Hold	894	–	–	0.22%	23
2025 Q3	$272K	Hold	894	–	–	0.23%	23
2025 Q2	$261K	Hold	894	–	–	0.23%	23
2025 Q1	$279K	Hold	894	–	–	0.28%	22
2024 Q4	$259K	Buy	+894	New	+$267K	0.27%	23

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Graver Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 894 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #25.

Graver Capital Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q1 2025. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Graver Capital Management held 894 shares of McDonald's worth $242K as of Q2 2026.
Graver Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.17% of Graver Capital Management's portfolio in Q2 2026, its #25 holding.
Graver Capital Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Graver Capital Management's McDonald's position peaked at $279K in Q1 2025.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.