J. Safra Asset Management’s McDonald's MCD Stock Holding History

J. Safra 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	$832K	Buy	3,078 +93	+3%	+$26.7K	0.04%	131
2026 Q1	$928K	Buy	2,985 +19	+0.6%	+$6.05K	0.05%	109
2025 Q4	$906K	Buy	2,966 +1,240	+72%	+$380K	0.05%	108
2025 Q3	$525K	Sell	1,726 -11	-0.6%	-$3.35K	0.03%	118
2025 Q2	$507K	Buy	1,737 +109	+7%	+$33.6K	0.04%	96
2025 Q1	$509K	Buy	1,628 +530	+48%	+$159K	0.04%	75
2024 Q4	$318K	Buy	1,098 +486	+79%	+$145K	0.03%	88
2024 Q3	$186K	Buy	612 +141	+30%	+$38.9K	0.02%	79
2024 Q2	$120K	Buy	471 +309	+191%	+$82K	0.01%	84
2024 Q1	$45.7K	Sell	162 -204	-56%	-$59.3K	0.01%	92
2023 Q4	$109K	Sell	366 -75	-17%	-$20.4K	0.02%	69
2023 Q3	$116K	Hold	441	–	–	0.02%	64
2023 Q2	$132K	Hold	441	–	–	0.02%	67
2023 Q1	$123K	Buy	+441	New	+$118K	0.02%	69
2022 Q2	–	Hold	0	–	–	–	59
2022 Q1	–	Hold	0	–	–	–	73
2016 Q3	–	Sell	-293	Closed	-$35K	–	205
2016 Q2	$35K	Sell	293 -6,090	-95%	-$763K	0.06%	124
2016 Q1	$802K	Sell	6,383 -623	-9%	-$74.4K	0.65%	36
2015 Q4	$828K	Buy	+7,006	New	+$783K	0.64%	33

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's MCD Position: Q2 2026 in Review

J. Safra Asset Management increased its McDonald's (MCD) stake by 3.1% in Q2 2026, buying an estimated $26.7K and bringing the position to 3,078 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #131.

J. Safra Asset Management first reported a position in MCD in Q4 2015 and has held it in 17 quarters since. The position peaked at $928K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

J. Safra Asset Management held 3,078 shares of McDonald's worth $832K as of Q2 2026.
J. Safra Asset Management bought 93 McDonald's shares in Q2 2026, an estimated $26.7K.
McDonald's made up 0.04% of J. Safra Asset Management's portfolio in Q2 2026, its #131 holding.
J. Safra Asset Management first reported a position in McDonald's in Q4 2015 and has held it in 17 quarters since.
J. Safra Asset Management's McDonald's position peaked at $928K in Q1 2026.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.