HeadInvest LLC’s McDonald's MCD Stock Holding History

HeadInvest LLC’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	$1.42M	Buy	5,245 +107	+2%	+$30.7K	0.26%	85
2026 Q1	$1.6M	Buy	5,138 +162	+3%	+$51.6K	0.33%	73
2025 Q4	$1.52M	Sell	4,976 -58	-1%	-$17.8K	0.3%	76
2025 Q3	$1.53M	Buy	5,034 +12	+0.2%	+$3.65K	0.32%	69
2025 Q2	$1.47M	Sell	5,022 -171	-3%	-$52.7K	0.31%	67
2025 Q1	$1.62M	Sell	5,193 -100	-2%	-$29.9K	0.32%	71
2024 Q4	$1.53M	Hold	5,293	–	–	0.29%	75
2024 Q3	$1.61M	Hold	5,293	–	–	0.3%	73
2024 Q2	$1.35M	Sell	5,293 -23	-0.4%	-$6.1K	0.27%	78
2024 Q1	$1.5M	Buy	5,316 +186	+4%	+$54.1K	0.29%	71
2023 Q4	$1.52M	Sell	5,130 -190	-4%	-$51.7K	0.32%	70
2023 Q3	$1.37M	Buy	5,320 +166	+3%	+$47.3K	0.3%	71
2023 Q2	$1.49M	Sell	5,154 -58	-1%	-$16.9K	0.32%	69
2023 Q1	$1.46M	Buy	5,212 +9	+0.2%	+$2.41K	0.32%	68
2022 Q4	$1.37M	Sell	5,203 -230	-4%	-$60.7K	0.31%	70
2022 Q3	$1.25M	Buy	5,433 +45	+0.8%	+$11.5K	0.3%	72
2022 Q2	$1.33M	Hold	5,388	–	–	0.3%	72
2022 Q1	$1.33M	Sell	5,388 -47	-0.9%	-$11.7K	0.25%	79
2021 Q4	$1.46M	Buy	5,435 +15	+0.3%	+$3.79K	0.26%	78
2021 Q3	$1.31M	Sell	5,420 -136	-2%	-$32.5K	0.25%	76
2021 Q2	$1.28M	Buy	5,556 +32	+0.6%	+$7.45K	0.24%	78
2021 Q1	$1.24M	Buy	5,524 +404	+8%	+$86.4K	0.25%	74
2020 Q4	$1.1M	Buy	5,120 +1,981	+63%	+$431K	0.23%	78
2020 Q3	$689K	Buy	3,139 +65	+2%	+$13.3K	0.2%	87
2020 Q2	$567K	Buy	3,074 +49	+2%	+$8.98K	0.18%	96
2020 Q1	$500K	Sell	3,025 -47	-2%	-$9.26K	0.19%	91
2019 Q4	$607K	Buy	3,072 +142	+5%	+$28.2K	0.17%	93
2019 Q3	$629K	Sell	2,930 -49	-2%	-$10.5K	0.19%	84
2019 Q2	$619K	Buy	2,979 +125	+4%	+$24.8K	0.18%	85
2019 Q1	$542K	Sell	2,854 -2,914	-51%	-$529K	0.15%	99
2018 Q4	$1.02M	Buy	5,768 +2,884	+100%	+$511K	0.16%	93
2018 Q3	$482K	Sell	2,884 -140	-5%	-$22.4K	0.14%	104
2018 Q2	$474K	Sell	3,024 -50	-2%	-$8.11K	0.14%	106
2018 Q1	$481K	Buy	3,074 +215	+8%	+$35.4K	0.15%	96
2017 Q4	$492K	Sell	2,859 -405	-12%	-$68K	0.15%	95
2017 Q3	$545K	Sell	3,264 -27	-0.8%	-$4.23K	0.17%	86
2017 Q2	$504K	Hold	3,291	–	–	0.17%	87
2017 Q1	$427K	Buy	3,291 +530	+19%	+$66.5K	0.14%	95
2016 Q4	$336K	Sell	2,761 -50	-2%	-$5.86K	0.12%	110
2016 Q3	$322K	Hold	2,811	–	–	0.11%	111
2016 Q2	$338K	Sell	2,811 -327	-10%	-$41K	0.13%	98
2016 Q1	$394K	Buy	3,138 +327	+12%	+$39.1K	0.15%	86
2015 Q4	$332K	Sell	2,811 -222	-7%	-$24.8K	0.13%	95
2015 Q3	$299K	Buy	3,033 +591	+24%	+$57.6K	0.12%	98
2015 Q2	$232K	Sell	2,442 -260	-10%	-$25.1K	0.09%	111
2015 Q1	$263K	Sell	2,702 -100	-4%	-$9.49K	0.09%	102
2014 Q4	$263K	Hold	2,802	–	–	0.1%	94
2014 Q3	$263K	Sell	2,802 -2,666	-49%	-$254K	0.11%	95
2014 Q2	$551K	Sell	5,468 -377	-6%	-$38.1K	0.22%	69
2014 Q1	$573K	Sell	5,845 -2,282	-28%	-$218K	0.25%	64
2013 Q4	$789K	Sell	8,127 -682	-8%	-$65.5K	0.33%	55
2013 Q3	$848K	Sell	8,809 -1,652	-16%	-$161K	0.37%	56
2013 Q2	$1.04M	Buy	+10,461	New	+$1.05M	0.46%	50

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

HeadInvest LLC's MCD Position: Q2 2026 in Review

HeadInvest LLC increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $30.7K and bringing the position to 5,245 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #85.

HeadInvest LLC first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.62M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

HeadInvest LLC held 5,245 shares of McDonald's worth $1.42M as of Q2 2026.
HeadInvest LLC bought 107 McDonald's shares in Q2 2026, an estimated $30.7K.
McDonald's made up 0.26% of HeadInvest LLC's portfolio in Q2 2026, its #85 holding.
HeadInvest LLC first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
HeadInvest LLC's McDonald's position peaked at $1.62M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.