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

Harmony 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	$732K	Sell	2,707 -153	-5%	-$43.9K	0.2%	102
2026 Q1	$889K	Buy	2,860 +402	+16%	+$128K	0.27%	91
2025 Q4	$751K	Sell	2,458 -124	-5%	-$38K	0.25%	93
2025 Q3	$785K	Buy	2,582 +250	+11%	+$76.1K	0.27%	90
2025 Q2	$681K	Buy	2,332 +1	+0%	+$308	0.26%	92
2025 Q1	$728K	Hold	2,331	–	–	0.31%	83
2024 Q4	$676K	Sell	2,331 -360	-13%	-$107K	0.27%	84
2024 Q3	$819K	Buy	2,691 +302	+13%	+$83.2K	0.3%	72
2024 Q2	$609K	Sell	2,389 -2,104	-47%	-$558K	0.26%	82
2024 Q1	$1.27M	Sell	4,493 -1,247	-22%	-$363K	0.52%	55
2023 Q4	$1.7M	Buy	+5,740	New	+$1.56M	0.72%	44

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

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

Harmony Asset Management reduced its McDonald's (MCD) stake by 5.3% in Q2 2026, selling an estimated $43.9K and leaving 2,707 shares worth $732K. The position accounts for 0.2% of the portfolio, ranked #102.

Harmony Asset Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Harmony Asset Management held 2,707 shares of McDonald's worth $732K as of Q2 2026.
Harmony Asset Management sold 153 McDonald's shares in Q2 2026, an estimated $43.9K.
McDonald's made up 0.2% of Harmony Asset Management's portfolio in Q2 2026, its #102 holding.
Harmony Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's McDonald's position peaked at $1.7M in Q4 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.