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IEQ Capital’s McDonald's MCD Stock Holding History

IEQ Capital’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 		$2.4M Sell
8,874
-25,860
-74% -$7.42M 0.01% 731
2026
Q1 		$10.8M Sell
34,734
-17,816
-34% -$5.68M 0.05% 335
2025
Q4 		$16.1M Buy
52,550
+17,790
+51% +$5.45M 0.05% 243
2025
Q3 		$10.6M Buy
34,760
+15,459
+80% +$4.71M 0.03% 314
2025
Q2 		$5.64M Sell
19,301
-8,293
-30% -$2.56M 0.03% 392
2025
Q1 		$8.62M Sell
27,594
-8,554
-24% -$2.56M 0.07% 214
2024
Q4 		$10.5M Sell
36,148
-1,940
-5% -$578K 0.1% 127
2024
Q3 		$11.6M Buy
38,088
+1,333
+4% +$367K 0.14% 104
2024
Q2 		$9.37M Sell
36,755
-8,362
-19% -$2.22M 0.13% 105
2024
Q1 		$12.7M Buy
45,117
+3,460
+8% +$1.01M 0.18% 82
2023
Q4 		$12.4M Buy
41,657
+320
+0.8% +$87.1K 0.21% 74
2023
Q3 		$10.9M Buy
41,337
+411
+1% +$117K 0.22% 72
2023
Q2 		$12.2M Buy
40,926
+2,173
+6% +$631K 0.25% 69
2023
Q1 		$10.8M Sell
38,753
-2,379
-6% -$637K 0.25% 69
2022
Q4 		$10.8M Buy
41,132
+428
+1% +$113K 0.3% 65
2022
Q3 		$9.39M Buy
40,704
+6,693
+20% +$1.71M 0.26% 66
2022
Q2 		$8.4M Buy
34,011
+8,214
+32% +$2.02M 0.25% 68
2022
Q1 		$6.38M Buy
25,797
+1,243
+5% +$310K 0.15% 89
2021
Q4 		$6.58M Buy
24,554
+912
+4% +$230K 0.15% 83
2021
Q3 		$5.7M Buy
23,642
+5,346
+29% +$1.28M 0.15% 86
2021
Q2 		$4.23M Sell
18,296
-5,257
-22% -$1.22M 0.12% 103
2021
Q1 		$5.28M Buy
23,553
+5,464
+30% +$1.17M 0.22% 71
2020
Q4 		$3.88M Sell
18,089
-3,784
-17% -$823K 0.17% 93
2020
Q3 		$4.8M Sell
21,873
-149
-0.7% -$30.6K 0.26% 64
2020
Q2 		$4.06M Sell
22,022
-2,986
-12% -$548K 0.26% 63
2020
Q1 		$4.14M Buy
25,008
+17,158
+219% +$3.38M 0.33% 47
2019
Q4 		$1.55M Buy
+7,850
New +$1.56M 0.14% 111

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

IEQ Capital's MCD Position: Q2 2026 in Review

IEQ Capital reduced its McDonald's (MCD) stake by 74% in Q2 2026, selling an estimated $7.42M and leaving 8,874 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #731.

IEQ Capital first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.1M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • IEQ Capital held 8,874 shares of McDonald's worth $2.4M as of Q2 2026.
  • IEQ Capital sold 25,860 McDonald's shares in Q2 2026, an estimated $7.42M.
  • McDonald's made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #731 holding.
  • IEQ Capital first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's McDonald's position peaked at $16.1M in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.