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J. Stern & Co’s McDonald's MCD Stock Holding History

J. Stern & Co’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 		$2.64M Buy
9,777
+440
+5% +$126K 0.25% 29
2026
Q1 		$2.9M Buy
9,337
+1,023
+12% +$326K 0.28% 25
2025
Q4 		$2.54M Sell
8,314
-17,179
-67% -$5.26M 0.22% 28
2025
Q3 		$7.75M Buy
25,493
+14,140
+125% +$4.3M 0.59% 26
2025
Q2 		$3.57M Sell
11,353
-728
-6% -$224K 0.31% 24
2025
Q1 		$3.77M Buy
12,081
+3,275
+37% +$980K 0.36% 22
2024
Q4 		$2.55M Buy
8,806
+1,223
+16% +$365K 0.24% 27
2024
Q3 		$2.31M Buy
+7,583
New +$2.09M 0.25% 24

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

J. Stern & Co's MCD Position: Q2 2026 in Review

J. Stern & Co increased its McDonald's (MCD) stake by 4.7% in Q2 2026, buying an estimated $126K and bringing the position to 9,777 shares worth $2.64M. The position accounts for 0.25% of the portfolio, ranked #29.

J. Stern & Co first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.75M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • J. Stern & Co held 9,777 shares of McDonald's worth $2.64M as of Q2 2026.
  • J. Stern & Co bought 440 McDonald's shares in Q2 2026, an estimated $126K.
  • McDonald's made up 0.25% of J. Stern & Co's portfolio in Q2 2026, its #29 holding.
  • J. Stern & Co first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • J. Stern & Co's McDonald's position peaked at $7.75M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.