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Henson-Edgewater Management’s McDonald's MCD Stock Holding History

Henson-Edgewater 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 		$222K Sell
805
-833
-51% -$239K 0.12% 64
2026
Q1 		$509K Sell
1,638
-500
-23% -$159K 0.32% 46
2025
Q4 		$653K Buy
+2,138
New +$655K 0.39% 43

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

Henson-Edgewater Management's MCD Position: Q2 2026 in Review

Henson-Edgewater Management reduced its McDonald's (MCD) stake by 51% in Q2 2026, selling an estimated $239K and leaving 805 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #64.

Henson-Edgewater Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $653K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Henson-Edgewater Management held 805 shares of McDonald's worth $222K as of Q2 2026.
  • Henson-Edgewater Management sold 833 McDonald's shares in Q2 2026, an estimated $239K.
  • McDonald's made up 0.12% of Henson-Edgewater Management's portfolio in Q2 2026, its #64 holding.
  • Henson-Edgewater Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Henson-Edgewater Management's McDonald's position peaked at $653K in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.