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

James Investment Research’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 		$8.4M Sell
31,066
-105
-0.3% -$30.1K 0.85% 29
2026
Q1 		$9.69M Sell
31,171
-2,363
-7% -$753K 1.09% 20
2025
Q4 		$10.2M Sell
33,534
-2,944
-8% -$902K 1.12% 19
2025
Q3 		$11.1M Sell
36,478
-140
-0.4% -$42.6K 1.21% 18
2025
Q2 		$10.7M Sell
36,618
-354
-1% -$109K 1.27% 16
2025
Q1 		$11.5M Buy
36,972
+3
+0% +$897 1.47% 12
2024
Q4 		$10.7M Sell
36,969
-609
-2% -$182K 1.28% 18
2024
Q3 		$11.4M Sell
37,578
-506
-1% -$139K 1.32% 13
2024
Q2 		$9.71M Sell
38,084
-1,676
-4% -$445K 1.16% 20
2024
Q1 		$11.2M Sell
39,760
-4,916
-11% -$1.43M 1.33% 15
2023
Q4 		$13.2M Sell
44,676
-1,412
-3% -$384K 1.66% 8
2023
Q3 		$12.1M Sell
46,088
-300
-0.6% -$85.6K 1.6% 11
2023
Q2 		$13.8M Sell
46,388
-498
-1% -$145K 1.77% 8
2023
Q1 		$13.1M Sell
46,886
-6,079
-11% -$1.63M 1.73% 7
2022
Q4 		$14M Sell
52,965
-1,645
-3% -$434K 1.95% 9
2022
Q3 		$12.6M Sell
54,610
-7,508
-12% -$1.92M 1.8% 9
2022
Q2 		$15.3M Sell
62,118
-919
-1% -$226K 2.05% 8
2022
Q1 		$15.6M Sell
63,037
-838
-1% -$209K 1.64% 10
2021
Q4 		$17.1M Buy
63,875
+7,465
+13% +$1.88M 1.57% 11
2021
Q3 		$13.6M Sell
56,410
-150
-0.3% -$35.8K 1.26% 19
2021
Q2 		$13.1M Sell
56,560
-80
-0.1% -$18.6K 1.12% 22
2021
Q1 		$12.7M Sell
56,640
-3,051
-5% -$653K 1.15% 21
2020
Q4 		$12.8M Sell
59,691
-4,279
-7% -$930K 1.15% 23
2020
Q3 		$14M Sell
63,970
-4,016
-6% -$824K 1.3% 18
2020
Q2 		$12.5M Sell
67,986
-6,851
-9% -$1.26M 1.17% 21
2020
Q1 		$12.4M Buy
74,837
+2,512
+3% +$495K 1.28% 18
2019
Q4 		$14.3M Sell
72,325
-24,238
-25% -$4.81M 1% 25
2019
Q3 		$20.7M Sell
96,563
-2,212
-2% -$474K 1.51% 13
2019
Q2 		$20.5M Buy
98,775
+24,419
+33% +$4.84M 1.49% 14
2019
Q1 		$14.1M Buy
74,356
+44,189
+146% +$8.02M 0.92% 27
2018
Q4 		$5.36M Buy
30,167
+30,113
+55,765% +$5.34M 0.33% 76
2018
Q3 		$9K Hold
54
– – ﹤0.01% 765
2018
Q2 		$8K Hold
54
– – ﹤0.01% 767
2018
Q1 		$8K Hold
54
– – ﹤0.01% 759
2017
Q4 		$9K Hold
54
– – ﹤0.01% 738
2017
Q3 		$8K Hold
54
– – ﹤0.01% 728
2017
Q2 		$8K Hold
54
– – ﹤0.01% 694
2017
Q1 		$7K Hold
54
– – ﹤0.01% 629
2016
Q4 		$7K Hold
54
– – ﹤0.01% 503
2016
Q3 		$6K Hold
54
– – ﹤0.01% 502
2016
Q2 		$6K Buy
+54
New +$6.76K ﹤0.01% 454
2015
Q2 		– Sell
-167
Closed -$16K – 512
2015
Q1 		$16K Hold
167
– – ﹤0.01% 466
2014
Q4 		$16K Hold
167
– – ﹤0.01% 455
2014
Q3 		$16K Buy
+167
New +$15.9K ﹤0.01% 456
2014
Q1 		– Sell
-634
Closed -$62K – 543
2013
Q4 		$62K Buy
+634
New +$60.9K ﹤0.01% 361

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

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

James Investment Research reduced its McDonald's (MCD) stake by 0.34% in Q2 2026, selling an estimated $30.1K and leaving 31,066 shares worth $8.4M. The position accounts for 0.85% of the portfolio, ranked #29.

James Investment Research first reported a position in MCD in Q4 2013 and has held it in 45 quarters since. The position peaked at $20.7M in Q3 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • James Investment Research held 31,066 shares of McDonald's worth $8.4M as of Q2 2026.
  • James Investment Research sold 105 McDonald's shares in Q2 2026, an estimated $30.1K.
  • McDonald's made up 0.85% of James Investment Research's portfolio in Q2 2026, its #29 holding.
  • James Investment Research first reported a position in McDonald's in Q4 2013 and has held it in 45 quarters since.
  • James Investment Research's McDonald's position peaked at $20.7M in Q3 2019.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.