JCM
MCD icon

Jacobsen Capital Management’s McDonald's MCD Stock Holding History

Jacobsen Capital 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 		$276K Sell
1,022
-245
-19% -$70.3K 0.08% 96
2026
Q1 		$394K Buy
1,267
+36
+3% +$11.5K 0.13% 68
2025
Q4 		$376K Sell
1,231
-28
-2% -$8.58K 0.12% 68
2025
Q3 		$383K Buy
1,259
+39
+3% +$11.9K 0.13% 67
2025
Q2 		$356K Buy
1,220
+142
+13% +$43.8K 0.13% 64
2025
Q1 		$337K Buy
1,078
+107
+11% +$32K 0.15% 63
2024
Q4 		$281K Buy
971
+7
+0.7% +$2.09K 0.12% 70
2024
Q3 		$294K Sell
964
-42
-4% -$11.6K 0.12% 69
2024
Q2 		$256K Buy
1,006
+198
+25% +$52.5K 0.11% 73
2024
Q1 		$228K Buy
808
+36
+5% +$10.5K 0.11% 82
2023
Q4 		$229K Sell
772
-66
-8% -$18K 0.12% 75
2023
Q3 		$221K Sell
838
-224
-21% -$63.9K 0.12% 66
2023
Q2 		$317K Buy
1,062
+345
+48% +$100K 0.16% 54
2023
Q1 		$200K Buy
+717
New +$192K 0.11% 69

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's MCD Position: Q2 2026 in Review

Jacobsen Capital Management reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $70.3K and leaving 1,022 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #96.

Jacobsen Capital Management first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $394K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jacobsen Capital Management held 1,022 shares of McDonald's worth $276K as of Q2 2026.
  • Jacobsen Capital Management sold 245 McDonald's shares in Q2 2026, an estimated $70.3K.
  • McDonald's made up 0.08% of Jacobsen Capital Management's portfolio in Q2 2026, its #96 holding.
  • Jacobsen Capital Management first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Jacobsen Capital Management's McDonald's position peaked at $394K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.