JC
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JM2 Capital’s McDonald's MCD Stock Holding History

JM2 Capital’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 		$336K Sell
1,241
-7
-0.6% -$2.01K 0.23% 90
2026
Q1 		$388K Sell
1,248
-65
-5% -$20.7K 0.32% 77
2025
Q4 		$401K Buy
+1,313
New +$402K 0.32% 75

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's MCD Position: Q2 2026 in Review

JM2 Capital reduced its McDonald's (MCD) stake by 0.56% in Q2 2026, selling an estimated $2.01K and leaving 1,241 shares worth $336K. The position accounts for 0.23% of the portfolio, ranked #90.

JM2 Capital first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • JM2 Capital held 1,241 shares of McDonald's worth $336K as of Q2 2026.
  • JM2 Capital sold 7 McDonald's shares in Q2 2026, an estimated $2.01K.
  • McDonald's made up 0.23% of JM2 Capital's portfolio in Q2 2026, its #90 holding.
  • JM2 Capital first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's McDonald's position peaked at $401K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.