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Joseph Group Capital Management’s McDonald's MCD Stock Holding History

Joseph Group 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 		$39.7K Buy
147
+5
+4% +$1.43K 0.01% 151
2026
Q1 		$44.1K Buy
142
+62
+78% +$19.8K 0.01% 111
2025
Q4 		$24.4K Buy
+80
New +$24.5K 0.01% 119

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

Joseph Group Capital Management's MCD Position: Q2 2026 in Review

Joseph Group Capital Management increased its McDonald's (MCD) stake by 3.5% in Q2 2026, buying an estimated $1.43K and bringing the position to 147 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #151.

Joseph Group Capital Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.1K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Joseph Group Capital Management held 147 shares of McDonald's worth $39.7K as of Q2 2026.
  • Joseph Group Capital Management bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
  • McDonald's made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #151 holding.
  • Joseph Group Capital Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Joseph Group Capital Management's McDonald's position peaked at $44.1K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.