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Knollwood Investment Advisory’s McDonald's MCD Stock Holding History

Knollwood Investment Advisory’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 		– Sell
-725
Closed -$225K – 293
2026
Q1 		$225K Hold
725
– – 0.02% 292
2025
Q4 		$222K Hold
725
– – 0.02% 314
2025
Q3 		$220K Hold
725
– – 0.02% 340
2025
Q2 		$212K Hold
725
– – 0.02% 346
2025
Q1 		$226K Hold
725
– – 0.03% 341
2024
Q4 		$210K Hold
725
– – 0.02% 348
2024
Q3 		$221K Buy
+725
New +$200K 0.02% 345

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's MCD Position: Q2 2026 in Review

Knollwood Investment Advisory sold out of McDonald's (MCD) in Q2 2026, closing a stake of 725 shares — an estimated $225K sold.

Knollwood Investment Advisory first reported a position in MCD in Q3 2024 and held it in 7 quarters. The position peaked at $226K in Q1 2025. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Knollwood Investment Advisory reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Knollwood Investment Advisory sold 725 McDonald's shares in Q2 2026, an estimated $225K.
  • Knollwood Investment Advisory first reported a position in McDonald's in Q3 2024 and held it in 7 quarters.
  • Knollwood Investment Advisory's McDonald's position peaked at $226K in Q1 2025.
  • 3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.