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Investment Research Partners’s McDonald's MCD Stock Holding History

Investment Research 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 		$339K Buy
1,254
+301
+32% +$86.3K 0.11% 196
2026
Q1 		$296K Buy
953
+72
+8% +$22.9K 0.12% 189
2025
Q4 		$269K Buy
881
+72
+9% +$22.1K 0.12% 187
2025
Q3 		$245K Buy
+809
New +$246K 0.11% 192

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Investment Research Partners's MCD Position: Q2 2026 in Review

Investment Research Partners increased its McDonald's (MCD) stake by 32% in Q2 2026, buying an estimated $86.3K and bringing the position to 1,254 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #196.

Investment Research Partners first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. 2,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investment Research Partners held 1,254 shares of McDonald's worth $339K as of Q2 2026.
  • Investment Research Partners bought 301 McDonald's shares in Q2 2026, an estimated $86.3K.
  • McDonald's made up 0.11% of Investment Research Partners's portfolio in Q2 2026, its #196 holding.
  • Investment Research Partners first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • 2,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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