Insigneo Advisory Services’s McDonald's MCD Stock Holding History

Insigneo Advisory Services’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	$2.87M	Buy	10,636 +839	+9%	+$241K	0.11%	140
2026 Q1	$3.04M	Buy	9,797 +1,347	+16%	+$429K	0.22%	85
2025 Q4	$2.58M	Buy	8,450 +305	+4%	+$93.4K	0.19%	106
2025 Q3	$2.48M	Buy	8,145 +214	+3%	+$65.1K	0.17%	103
2025 Q2	$2.32M	Buy	7,931 +72	+0.9%	+$22.2K	0.2%	96
2025 Q1	$2.45M	Buy	7,859 +300	+4%	+$89.7K	0.25%	79
2024 Q4	$2.19M	Sell	7,559 -2,232	-23%	-$666K	0.23%	85
2024 Q3	$2.98M	Sell	9,791 -594	-6%	-$164K	0.3%	62
2024 Q2	$2.79M	Sell	10,385 -1,015	-9%	-$269K	0.31%	61
2024 Q1	$3.21M	Buy	11,400 +1,180	+12%	+$343K	0.38%	49
2023 Q4	$3.03M	Buy	10,220 +3,027	+42%	+$824K	0.43%	40
2023 Q3	$1.89M	Buy	7,193 +551	+8%	+$157K	0.39%	52
2023 Q2	$1.98M	Buy	6,642 +2,779	+72%	+$807K	0.38%	56
2023 Q1	$1.08M	Buy	3,863 +111	+3%	+$29.7K	0.34%	62
2022 Q4	$989K	Buy	+3,752	New	+$990K	0.37%	58

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Insigneo Advisory Services's MCD Position: Q2 2026 in Review

Insigneo Advisory Services increased its McDonald's (MCD) stake by 8.6% in Q2 2026, buying an estimated $241K and bringing the position to 10,636 shares worth $2.87M. The position accounts for 0.11% of the portfolio, ranked #140.

Insigneo Advisory Services first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.21M in Q1 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Insigneo Advisory Services held 10,636 shares of McDonald's worth $2.87M as of Q2 2026.
Insigneo Advisory Services bought 839 McDonald's shares in Q2 2026, an estimated $241K.
McDonald's made up 0.11% of Insigneo Advisory Services's portfolio in Q2 2026, its #140 holding.
Insigneo Advisory Services first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's McDonald's position peaked at $3.21M in Q1 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.