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HUB Investment Partners’s McDonald's MCD Stock Holding History

HUB Investment Partners’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 		$9.86M Buy
36,466
+1,717
+5% +$492K 0.18% 103
2026
Q1 		$10.8M Buy
34,749
+1,587
+5% +$506K 0.26% 77
2025
Q4 		$10.1M Buy
33,162
+480
+1% +$147K 0.26% 80
2025
Q3 		$9.93M Sell
32,682
-21,783
-40% -$6.63M 0.33% 69
2025
Q2 		$15.9M Buy
54,465
+2,040
+4% +$629K 0.53% 44
2025
Q1 		$16.4M Buy
52,425
+3,378
+7% +$1.01M 0.65% 39
2024
Q4 		$14.2M Buy
49,047
+1,741
+4% +$519K 0.6% 43
2024
Q3 		$14.4M Buy
47,306
+2,291
+5% +$631K 0.63% 45
2024
Q2 		$11.5M Buy
45,015
+2,780
+7% +$738K 0.43% 53
2024
Q1 		$11.9M Buy
42,235
+3,829
+10% +$1.11M 0.65% 42
2023
Q4 		$11.4M Buy
38,406
+3,189
+9% +$868K 0.78% 34
2023
Q3 		$9.28M Buy
35,217
+2,914
+9% +$831K 1.4% 14
2023
Q2 		$9.64M Buy
32,303
+9,725
+43% +$2.83M 1.6% 10
2023
Q1 		$6.31M Buy
+22,578
New +$6.05M 1.31% 14
2022
Q4 		– Sell
-10,630
Closed -$2.45M – 146
2022
Q3 		$2.45M Buy
10,630
+623
+6% +$159K 0.74% 36
2022
Q2 		$2.47M Buy
10,007
+546
+6% +$134K 0.77% 34
2022
Q1 		$2.34M Sell
9,461
-230
-2% -$57.3K 0.55% 48
2021
Q4 		$2.6M Buy
9,691
+71
+0.7% +$17.9K 0.6% 41
2021
Q3 		$2.32M Sell
9,620
-170
-2% -$40.6K 0.55% 46
2021
Q2 		$2.26M Buy
9,790
+618
+7% +$144K 0.6% 44
2021
Q1 		$2.06M Buy
9,172
+1,651
+22% +$353K 0.61% 45
2020
Q4 		$1.65M Buy
+7,521
New +$1.64M 0.75% 38

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

HUB Investment Partners's MCD Position: Q2 2026 in Review

HUB Investment Partners increased its McDonald's (MCD) stake by 4.9% in Q2 2026, buying an estimated $492K and bringing the position to 36,466 shares worth $9.86M. The position accounts for 0.18% of the portfolio, ranked #103.

HUB Investment Partners first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.4M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HUB Investment Partners held 36,466 shares of McDonald's worth $9.86M as of Q2 2026.
  • HUB Investment Partners bought 1,717 McDonald's shares in Q2 2026, an estimated $492K.
  • McDonald's made up 0.18% of HUB Investment Partners's portfolio in Q2 2026, its #103 holding.
  • HUB Investment Partners first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's McDonald's position peaked at $16.4M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.