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Kercheville Advisors’s McDonald's MCD Stock Holding History

Kercheville Advisors’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 		$1.34M Sell
4,972
-122
-2% -$35K 0.41% 49
2026
Q1 		$1.58M Sell
5,094
-24
-0.5% -$7.65K 0.51% 40
2025
Q4 		$1.57M Sell
5,118
-70
-1% -$21.4K 0.41% 49
2025
Q3 		$1.58M Sell
5,188
-10
-0.2% -$3.04K 0.48% 39
2025
Q2 		$1.52M Sell
5,198
-1,700
-25% -$524K 0.52% 41
2025
Q1 		$2.15M Buy
6,898
+1,100
+19% +$329K 0.88% 29
2024
Q4 		$1.68M Sell
5,798
-255
-4% -$76K 0.65% 32
2024
Q3 		$1.84M Sell
6,053
-1,130
-16% -$311K 0.78% 30
2024
Q2 		$1.83M Sell
7,183
-1,899
-21% -$504K 0.79% 29
2024
Q1 		$2.56M Buy
9,082
+575
+7% +$167K 1.21% 24
2023
Q4 		$2.52M Sell
8,507
-215
-2% -$58.5K 1.42% 24
2023
Q3 		$2.3M Buy
8,722
+1,425
+20% +$406K 1.46% 22
2023
Q2 		$2.18M Buy
7,297
+25
+0.3% +$7.26K 1.32% 25
2023
Q1 		$2.03M Sell
7,272
-500
-6% -$134K 1.39% 25
2022
Q4 		$2.05M Sell
7,772
-20
-0.3% -$5.28K 1.41% 23
2022
Q3 		$1.8M Buy
7,792
+200
+3% +$51.1K 1.84% 17
2022
Q2 		$1.87M Buy
7,592
+1
+0% +$246 1.23% 23
2022
Q1 		$1.88M Sell
7,591
-1,520
-17% -$379K 0.89% 25
2021
Q4 		$2.44M Buy
9,111
+1,500
+20% +$379K 1.07% 24
2021
Q3 		$1.83M Hold
7,611
– – 0.87% 30
2021
Q2 		$1.76M Sell
7,611
-520
-6% -$121K 0.81% 36
2021
Q1 		$1.82M Sell
8,131
-290
-3% -$62K 0.91% 32
2020
Q4 		$1.8M Buy
+8,421
New +$1.83M 0.98% 29

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

Kercheville Advisors's MCD Position: Q2 2026 in Review

Kercheville Advisors reduced its McDonald's (MCD) stake by 2.4% in Q2 2026, selling an estimated $35K and leaving 4,972 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #49.

Kercheville Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q1 2024. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kercheville Advisors held 4,972 shares of McDonald's worth $1.34M as of Q2 2026.
  • Kercheville Advisors sold 122 McDonald's shares in Q2 2026, an estimated $35K.
  • McDonald's made up 0.41% of Kercheville Advisors's portfolio in Q2 2026, its #49 holding.
  • Kercheville Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Kercheville Advisors's McDonald's position peaked at $2.56M in Q1 2024.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.