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Indie Asset Partners’s McDonald's MCD Stock Holding History

Indie Asset 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 		$250K Sell
925
-300
-24% -$86K 0.24% 76
2026
Q1 		$381K Sell
1,225
-106
-8% -$33.8K 0.43% 51
2025
Q4 		$407K Sell
1,331
-22
-2% -$6.74K 0.45% 49
2025
Q3 		$411K Hold
1,353
– – 0.55% 44
2025
Q2 		$395K Sell
1,353
-918
-40% -$283K 0.72% 37
2025
Q1 		$709K Sell
2,271
-356
-14% -$106K 0.62% 26
2024
Q4 		$762K Sell
2,627
-246
-9% -$73.4K 0.6% 27
2024
Q3 		$875K Sell
2,873
-53
-2% -$14.6K 0.66% 25
2024
Q2 		$746K Buy
2,926
+32
+1% +$8.49K 0.59% 27
2024
Q1 		$816K Sell
2,894
-57
-2% -$16.6K 0.73% 19
2023
Q4 		$875K Sell
2,951
-9
-0.3% -$2.45K 0.79% 16
2023
Q3 		$780K Buy
2,960
+23
+0.8% +$6.56K 0.79% 16
2023
Q2 		$876K Sell
2,937
-75
-2% -$21.8K 0.95% 14
2023
Q1 		$842K Sell
3,012
-29
-1% -$7.77K 0.98% 15
2022
Q4 		$801K Hold
3,041
– – 0.88% 18
2022
Q3 		$702K Sell
3,041
-10
-0.3% -$2.56K 0.72% 23
2022
Q2 		$753K Hold
3,051
– – 0.66% 24
2022
Q1 		$754K Buy
3,051
+6
+0.2% +$1.5K 0.57% 27
2021
Q4 		$816K Buy
3,045
+50
+2% +$12.6K 0.59% 29
2021
Q3 		$722K Hold
2,995
– – 0.58% 32
2021
Q2 		$692K Sell
2,995
-340
-10% -$79.1K 0.56% 33
2021
Q1 		$747K Sell
3,335
-32
-1% -$6.84K 0.85% 26
2020
Q4 		$722K Sell
3,367
-892
-21% -$194K 0.84% 28
2020
Q3 		$935K Sell
4,259
-68
-2% -$14K 1.17% 20
2020
Q2 		$883K Sell
4,327
-457
-10% -$83.8K 1.11% 18
2020
Q1 		$791K Sell
4,784
-74
-2% -$14.6K 0.99% 21
2019
Q4 		$960K Buy
+4,858
New +$964K 1.02% 21

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

Indie Asset Partners's MCD Position: Q2 2026 in Review

Indie Asset Partners reduced its McDonald's (MCD) stake by 24% in Q2 2026, selling an estimated $86K and leaving 925 shares worth $250K. The position accounts for 0.24% of the portfolio, ranked #76.

Indie Asset Partners first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $960K in Q4 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Indie Asset Partners held 925 shares of McDonald's worth $250K as of Q2 2026.
  • Indie Asset Partners sold 300 McDonald's shares in Q2 2026, an estimated $86K.
  • McDonald's made up 0.24% of Indie Asset Partners's portfolio in Q2 2026, its #76 holding.
  • Indie Asset Partners first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Indie Asset Partners's McDonald's position peaked at $960K in Q4 2019.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.