KCM
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Kathmere Capital Management’s McDonald's MCD Stock Holding History

Kathmere 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 		$551K Sell
2,039
-483
-19% -$138K 0.03% 382
2026
Q1 		$784K Buy
2,522
+659
+35% +$210K 0.05% 263
2025
Q4 		$569K Buy
1,863
+190
+11% +$58.2K 0.04% 285
2025
Q3 		$508K Buy
1,673
+247
+17% +$75.2K 0.04% 289
2025
Q2 		$417K Buy
1,426
+165
+13% +$50.9K 0.03% 316
2025
Q1 		$394K Buy
1,261
+256
+25% +$76.6K 0.03% 282
2024
Q4 		$291K Buy
1,005
+180
+22% +$53.7K 0.03% 315
2024
Q3 		$251K Buy
+825
New +$227K 0.02% 321
2023
Q4 		– Sell
-1,373
Closed -$362K – 304
2023
Q3 		$362K Buy
1,373
+699
+104% +$199K 0.05% 164
2023
Q2 		$201K Buy
+674
New +$196K 0.03% 220
2021
Q1 		– Sell
-59
Closed -$13K – 296
2020
Q4 		$13K Buy
59
+45
+321% +$9.79K ﹤0.01% 308
2020
Q3 		$3K Buy
+14
New +$2.87K ﹤0.01% 346

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

Kathmere Capital Management's MCD Position: Q2 2026 in Review

Kathmere Capital Management reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $138K and leaving 2,039 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #382.

Kathmere Capital Management first reported a position in MCD in Q3 2020 and has held it in 12 quarters since. The position peaked at $784K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kathmere Capital Management held 2,039 shares of McDonald's worth $551K as of Q2 2026.
  • Kathmere Capital Management sold 483 McDonald's shares in Q2 2026, an estimated $138K.
  • McDonald's made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #382 holding.
  • Kathmere Capital Management first reported a position in McDonald's in Q3 2020 and has held it in 12 quarters since.
  • Kathmere Capital Management's McDonald's position peaked at $784K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.