Harvest Investment Services’s McDonald's MCD Stock Holding History

Harvest Investment Services’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	$266K	Sell	985 -35	-3%	-$10K	0.04%	332
2026 Q1	$317K	Sell	1,020 -113	-10%	-$36K	0.06%	260
2025 Q4	$346K	Buy	1,133 +180	+19%	+$55.1K	0.07%	246
2025 Q3	$290K	Sell	953 -8	-0.8%	-$2.44K	0.06%	258
2025 Q2	$281K	Buy	961 +172	+22%	+$53K	0.06%	258
2025 Q1	$247K	Sell	789 -786	-50%	-$235K	0.07%	227
2024 Q4	$457K	Buy	+1,575	New	+$470K	0.11%	178
2019 Q1	–	Sell	-2,183	Closed	-$397K	–	161
2018 Q4	$397K	Buy	+2,183	New	+$387K	0.37%	64

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

Harvest Investment Services's MCD Position: Q2 2026 in Review

Harvest Investment Services reduced its McDonald's (MCD) stake by 3.4% in Q2 2026, selling an estimated $10K and leaving 985 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #332.

Harvest Investment Services first reported a position in MCD in Q4 2018 and has held it in 8 quarters since. The position peaked at $457K in Q4 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Harvest Investment Services held 985 shares of McDonald's worth $266K as of Q2 2026.
Harvest Investment Services sold 35 McDonald's shares in Q2 2026, an estimated $10K.
McDonald's made up 0.04% of Harvest Investment Services's portfolio in Q2 2026, its #332 holding.
Harvest Investment Services first reported a position in McDonald's in Q4 2018 and has held it in 8 quarters since.
Harvest Investment Services's McDonald's position peaked at $457K in Q4 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.