Jupiter Asset Management’s McDonald's MCD Stock Holding History

Jupiter Asset 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	$62.5M	Sell	235,590 -13,064	-5%	-$3.75M	0.31%	90
2026 Q1	$75.8M	Buy	+248,654	New	+$79.2M	0.4%	77
2022 Q3	–	Sell	-15,687	Closed	-$3.87M	–	596
2022 Q2	$3.87M	Buy	15,687 +3,874	+33%	+$954K	0.05%	264
2022 Q1	$2.92M	Buy	11,813 +2,957	+33%	+$737K	0.03%	321
2021 Q4	$2.37M	Buy	8,856 +7,309	+472%	+$1.85M	0.03%	328
2021 Q3	$373K	Sell	1,547 -208	-12%	-$49.6K	﹤0.01%	501
2021 Q2	$405K	Buy	1,755 +107	+6%	+$24.9K	﹤0.01%	510
2021 Q1	$369K	Buy	1,648 +170	+12%	+$36.4K	﹤0.01%	510
2020 Q4	$317K	Buy	1,478 +171	+13%	+$37.2K	﹤0.01%	544
2020 Q3	$287K	Buy	+1,307	New	+$268K	﹤0.01%	538

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

Jupiter Asset Management's MCD Position: Q2 2026 in Review

Jupiter Asset Management reduced its McDonald's (MCD) stake by 5.3% in Q2 2026, selling an estimated $3.75M and leaving 235,590 shares worth $62.5M. The position accounts for 0.31% of the portfolio, ranked #90.

Jupiter Asset Management first reported a position in MCD in Q3 2020 and has held it in 10 quarters since. The position peaked at $75.8M in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Jupiter Asset Management held 235,590 shares of McDonald's worth $62.5M as of Q2 2026.
Jupiter Asset Management sold 13,064 McDonald's shares in Q2 2026, an estimated $3.75M.
McDonald's made up 0.31% of Jupiter Asset Management's portfolio in Q2 2026, its #90 holding.
Jupiter Asset Management first reported a position in McDonald's in Q3 2020 and has held it in 10 quarters since.
Jupiter Asset Management's McDonald's position peaked at $75.8M in Q1 2026.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.