Investment Partners’s McDonald's MCD Stock Holding History

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	$1.49M	Buy	5,510 +11	+0.2%	+$3.15K	0.47%	57
2026 Q1	$1.71M	Sell	5,499 -35	-0.6%	-$11.2K	0.61%	48
2025 Q4	$1.69M	Sell	5,534 -558	-9%	-$171K	0.59%	51
2025 Q3	$1.85M	Buy	6,092 +38	+0.6%	+$11.6K	0.65%	44
2025 Q2	$1.77M	Sell	6,054 -49	-0.8%	-$15.1K	0.67%	42
2025 Q1	$1.91M	Buy	6,103 +25	+0.4%	+$7.48K	0.79%	39
2024 Q4	$1.76M	Buy	6,078 +793	+15%	+$236K	0.73%	41
2024 Q3	$1.61M	Sell	5,285 -206	-4%	-$56.8K	0.67%	45
2024 Q2	$1.4M	Buy	5,491 +307	+6%	+$81.4K	0.63%	46
2024 Q1	$1.46M	Sell	5,184 -78	-1%	-$22.7K	0.66%	45
2023 Q4	$1.56M	Buy	5,262 +23	+0.4%	+$6.26K	0.77%	41
2023 Q3	$1.38M	Buy	5,239 +1,905	+57%	+$543K	0.73%	40
2023 Q2	$995K	Sell	3,334 -390	-10%	-$113K	0.52%	54
2023 Q1	$1.04M	Sell	3,724 -21	-0.6%	-$5.63K	0.55%	54
2022 Q4	$987K	Sell	3,745 -4,316	-54%	-$1.14M	0.52%	58
2022 Q3	$1.86M	Buy	8,061 +3,828	+90%	+$978K	0.55%	52
2022 Q2	$1.04M	Sell	4,233 -8	-0.2%	-$1.97K	0.51%	54
2022 Q1	$1.05M	Buy	4,241 +135	+3%	+$33.6K	0.44%	58
2021 Q4	$1.1M	Sell	4,106 -74	-2%	-$18.7K	0.45%	51
2021 Q3	$1.01M	Buy	4,180 +768	+23%	+$183K	0.46%	48
2021 Q2	$788K	Buy	3,412 +811	+31%	+$189K	0.36%	62
2021 Q1	$583K	Buy	2,601 +7	+0.3%	+$1.5K	0.28%	72
2020 Q4	$557K	Buy	2,594 +8	+0.3%	+$1.74K	0.3%	73
2020 Q3	$568K	Buy	2,586 +7	+0.3%	+$1.44K	0.34%	70
2020 Q2	$476K	Buy	2,579 +7	+0.3%	+$1.28K	0.28%	78
2020 Q1	$425K	Buy	2,572 +9	+0.4%	+$1.77K	0.31%	73
2019 Q4	$506K	Buy	2,563 +7	+0.3%	+$1.39K	0.34%	71
2019 Q3	$549K	Buy	2,556 +7	+0.3%	+$1.5K	0.4%	67
2019 Q2	$529K	Buy	2,549 +5	+0.2%	+$990	0.38%	70
2019 Q1	$483K	Sell	2,544 -71	-3%	-$12.9K	0.35%	72
2018 Q4	$464K	Buy	2,615 +7	+0.3%	+$1.24K	0.39%	70
2018 Q3	$346	Buy	2,608 +107	+4%	+$17.1K	0.19%	77
2018 Q2	$392K	Buy	2,501 +7	+0.3%	+$1.14K	0.29%	75
2018 Q1	$390K	Buy	2,494 +36	+1%	+$5.92K	0.29%	76
2017 Q4	$423K	Buy	2,458 +991	+68%	+$166K	0.31%	76
2017 Q3	$230K	Buy	1,467 +1	+0.1%	+$157	0.2%	106
2017 Q2	$225K	Buy	+1,466	New	+$212K	0.2%	106
2016 Q4	–	Sell	-3,839	Closed	-$443K	–	146
2016 Q3	$443K	Buy	+3,839	New	+$455K	0.25%	98
2016 Q2	–	Sell	-3,420	Closed	-$404K	–	140
2016 Q1	$404K	Buy	+3,420	New	+$409K	0.26%	95

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

Investment Partners's MCD Position: Q2 2026 in Review

Investment Partners increased its McDonald's (MCD) stake by 0.2% in Q2 2026, buying an estimated $3.15K and bringing the position to 5,510 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #57.

Investment Partners first reported a position in MCD in Q1 2016 and has held it in 39 quarters since. The position peaked at $1.91M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Investment Partners held 5,510 shares of McDonald's worth $1.49M as of Q2 2026.
Investment Partners bought 11 McDonald's shares in Q2 2026, an estimated $3.15K.
McDonald's made up 0.47% of Investment Partners's portfolio in Q2 2026, its #57 holding.
Investment Partners first reported a position in McDonald's in Q1 2016 and has held it in 39 quarters since.
Investment Partners's McDonald's position peaked at $1.91M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.