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Ipsen Advisor Group’s McDonald's MCD Stock Holding History

Ipsen Advisor Group’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 		$346K Buy
1,281
+5
+0.4% +$1.43K 0.22% 91
2026
Q1 		$397K Buy
1,276
+4
+0.3% +$1.27K 0.28% 86
2025
Q4 		$389K Buy
1,272
+4
+0.3% +$1.23K 0.28% 84
2025
Q3 		$385K Buy
1,268
+5
+0.4% +$1.52K 0.28% 84
2025
Q2 		$369K Sell
1,263
-269
-18% -$82.9K 0.28% 83
2025
Q1 		$478K Sell
1,532
-12
-0.8% -$3.59K 0.41% 61
2024
Q4 		$447K Buy
+1,544
New +$460K 0.38% 64
2022
Q4 		$409K Buy
+1,554
New +$410K 0.47% 55

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

Ipsen Advisor Group's MCD Position: Q2 2026 in Review

Ipsen Advisor Group increased its McDonald's (MCD) stake by 0.39% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,281 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #91.

Ipsen Advisor Group first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. The position peaked at $478K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ipsen Advisor Group held 1,281 shares of McDonald's worth $346K as of Q2 2026.
  • Ipsen Advisor Group bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
  • McDonald's made up 0.22% of Ipsen Advisor Group's portfolio in Q2 2026, its #91 holding.
  • Ipsen Advisor Group first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's McDonald's position peaked at $478K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.