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Infusive Asset Management’s McDonald's MCD Stock Holding History

Infusive Asset 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 		$9.18M Buy
33,966
+20,884
+160% +$5.99M 4.18% 11
2026
Q1 		$4.07M Buy
13,082
+205
+2% +$65.3K 1.97% 23
2025
Q4 		$3.94M Sell
12,877
-170
-1% -$52.1K 1.68% 28
2025
Q3 		$3.96M Sell
13,047
-4,011
-24% -$1.22M 1.82% 21
2025
Q2 		$4.98M Buy
17,058
+2,660
+18% +$820K 2.22% 18
2025
Q1 		$4.5M Sell
14,398
-10,538
-42% -$3.15M 2.09% 18
2024
Q4 		$7.23M Sell
24,936
-28,200
-53% -$8.41M 3.22% 13
2024
Q3 		$16.2M Sell
53,136
-3,016
-5% -$831K 6.83% 4
2024
Q2 		$14.3M Sell
56,152
-534
-0.9% -$142K 5.78% 5
2024
Q1 		$16M Buy
56,686
+6,424
+13% +$1.87M 6.16% 5
2023
Q4 		$14.9M Buy
50,262
+195
+0.4% +$53.1K 6.75% 6
2023
Q3 		$13.2M Buy
50,067
+9,301
+23% +$2.65M 8.53% 6
2023
Q2 		$11.8M Buy
+40,766
New +$11.8M 9.02% 2
2023
Q1 		– Sell
-62,975
Closed -$5.19M – 16
2022
Q4 		$5.19M Buy
62,975
+16,380
+35% +$4.32M 4.35% 14
2022
Q3 		$10.8M Buy
+46,595
New +$11.9M 8.15% 2
2022
Q2 		– Sell
-2,265
Closed -$558K – 26
2022
Q1 		$560K Sell
2,265
-543
-19% -$135K 0.27% 19
2021
Q4 		$753K Sell
2,808
-54,658
-95% -$13.8M 0.26% 24
2021
Q3 		$13.9M Sell
57,466
-12,792
-18% -$3.05M 2.95% 16
2021
Q2 		$16.2M Buy
70,258
+13,410
+24% +$3.12M 3.23% 10
2021
Q1 		$12.8M Buy
56,848
+21,028
+59% +$4.5M 2.99% 15
2020
Q4 		$7.69M Buy
+35,820
New +$7.79M 2.54% 16

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

Infusive Asset Management's MCD Position: Q2 2026 in Review

Infusive Asset Management increased its McDonald's (MCD) stake by 160% in Q2 2026, buying an estimated $5.99M and bringing the position to 33,966 shares worth $9.18M. The position accounts for 4.18% of the portfolio, ranked #11.

Infusive Asset Management first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $16.2M in Q2 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Infusive Asset Management held 33,966 shares of McDonald's worth $9.18M as of Q2 2026.
  • Infusive Asset Management bought 20,884 McDonald's shares in Q2 2026, an estimated $5.99M.
  • McDonald's made up 4.18% of Infusive Asset Management's portfolio in Q2 2026, its #11 holding.
  • Infusive Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Infusive Asset Management's McDonald's position peaked at $16.2M in Q2 2021.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Infusive Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.