Kennedy Investment Group’s McDonald's MCD Stock Holding History

Kennedy Investment Group’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	$835K	Hold	3,087	–	–	0.28%	80
2026 Q1	$960K	Sell	3,087 -215	-7%	-$68.5K	0.38%	65
2025 Q4	$1.01M	Buy	3,302 +18	+0.5%	+$5.51K	0.38%	61
2025 Q3	$998K	Sell	3,284 -104	-3%	-$31.7K	0.4%	57
2025 Q2	$990K	Sell	3,388 -9	-0.3%	-$2.77K	0.42%	56
2025 Q1	$1.06M	Buy	3,397 +114	+3%	+$34.1K	0.49%	53
2024 Q4	$952K	Buy	3,283 +12	+0.4%	+$3.58K	0.43%	58
2024 Q3	$996K	Buy	3,271 +11	+0.3%	+$3.03K	0.46%	57
2024 Q2	$831K	Buy	3,260 +193	+6%	+$51.2K	0.42%	61
2024 Q1	$865K	Buy	3,067 +1,655	+117%	+$481K	0.46%	61
2023 Q4	$419K	Buy	1,412 +120	+9%	+$32.7K	0.23%	88
2023 Q3	$340K	Buy	1,292 +5	+0.4%	+$1.43K	0.2%	91
2023 Q2	$384K	Sell	1,287 -9	-0.7%	-$2.62K	0.22%	87
2023 Q1	$362K	Buy	1,296 +10	+0.8%	+$2.68K	0.22%	89
2022 Q4	$339K	Buy	+1,286	New	+$339K	0.22%	93

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

Kennedy Investment Group's MCD Position: Q2 2026 in Review

Kennedy Investment Group held its McDonald's (MCD) position steady in Q2 2026 at 3,087 shares worth $835K. The position accounts for 0.28% of the portfolio, ranked #80.

Kennedy Investment Group first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Kennedy Investment Group held 3,087 shares of McDonald's worth $835K as of Q2 2026.
Kennedy Investment Group left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.28% of Kennedy Investment Group's portfolio in Q2 2026, its #80 holding.
Kennedy Investment Group first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's McDonald's position peaked at $1.06M in Q1 2025.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.