Johnson Bixby & Associates’s McDonald's MCD Stock Holding History

Johnson Bixby & Associates’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	$432K	Hold	1,599	–	–	0.05%	82
2026 Q1	$497K	Hold	1,599	–	–	0.06%	75
2025 Q4	$489K	Sell	1,599 -10	-0.6%	-$3.06K	0.06%	73
2025 Q3	$489K	Hold	1,609	–	–	0.06%	70
2025 Q2	$470K	Hold	1,609	–	–	0.06%	75
2025 Q1	$503K	Hold	1,609	–	–	0.08%	64
2024 Q4	$466K	Hold	1,609	–	–	0.07%	70
2024 Q3	$490K	Sell	1,609 -48	-3%	-$13.2K	0.07%	68
2024 Q2	$422K	Hold	1,657	–	–	0.07%	71
2024 Q1	$467K	Hold	1,657	–	–	0.08%	67
2023 Q4	$491K	Hold	1,657	–	–	0.09%	62
2023 Q3	$437K	Sell	1,657 -68	-4%	-$19.4K	0.09%	60
2023 Q2	$515K	Buy	1,725 +68	+4%	+$19.8K	0.11%	58
2023 Q1	$463K	Sell	1,657 -76	-4%	-$20.4K	0.1%	61
2022 Q4	$457K	Hold	1,733	–	–	0.11%	58
2022 Q3	$400K	Hold	1,733	–	–	0.1%	60
2022 Q2	$428K	Buy	1,733 +165	+11%	+$40.6K	0.1%	61
2022 Q1	$388K	Hold	1,568	–	–	0.1%	59
2021 Q4	$420K	Hold	1,568	–	–	0.11%	54
2021 Q3	$378K	Hold	1,568	–	–	0.11%	56
2021 Q2	$373K	Hold	1,568	–	–	0.11%	60
2021 Q1	$351K	Hold	1,568	–	–	0.11%	54
2020 Q4	$336K	Buy	+1,568	New	+$341K	0.11%	53

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 $3.37T AUM 44.26% 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

Johnson Bixby & Associates's MCD Position: Q2 2026 in Review

Johnson Bixby & Associates held its McDonald's (MCD) position steady in Q2 2026 at 1,599 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #82.

Johnson Bixby & Associates first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $515K in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Johnson Bixby & Associates held 1,599 shares of McDonald's worth $432K as of Q2 2026.
Johnson Bixby & Associates left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #82 holding.
Johnson Bixby & Associates first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Johnson Bixby & Associates's McDonald's position peaked at $515K in Q2 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.