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Koss-Olinger Consulting’s McDonald's MCD Stock Holding History

Koss-Olinger Consulting’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 		$233K Buy
863
+56
+7% +$16.1K 0.02% 151
2026
Q1 		$251K Sell
807
-554
-41% -$176K 0.02% 236
2025
Q4 		$416K Sell
1,361
-6
-0.4% -$1.84K 0.03% 183
2025
Q3 		$399K Hold
1,367
– – 0.03% 234
2025
Q2 		$399K Buy
1,367
+11
+0.8% +$3.39K 0.03% 234
2025
Q1 		$424K Buy
+1,356
New +$406K 0.04% 220
2024
Q4 		– Sell
-913
Closed -$278K – 250
2024
Q3 		$278K Sell
913
-61
-6% -$16.8K 0.02% 235
2024
Q2 		$248K Buy
+974
New +$258K 0.02% 229
2024
Q1 		– Sell
-1,487
Closed -$441K – 202
2023
Q4 		$441K Buy
1,487
+103
+7% +$28K 0.04% 166
2023
Q3 		$365K Buy
1,384
+2
+0.1% +$570 0.05% 165
2023
Q2 		$412K Buy
1,382
+1
+0.1% +$291 0.05% 150
2023
Q1 		$386K Buy
1,381
+115
+9% +$30.8K 0.05% 152
2022
Q4 		$333K Buy
1,266
+35
+3% +$9.23K 0.05% 153
2022
Q3 		$284K Buy
1,231
+43
+4% +$11K 0.05% 162
2022
Q2 		$293K Buy
1,188
+40
+3% +$9.85K 0.05% 132
2022
Q1 		$284K Buy
+1,148
New +$286K 0.05% 153

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

Koss-Olinger Consulting's MCD Position: Q2 2026 in Review

Koss-Olinger Consulting increased its McDonald's (MCD) stake by 6.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 863 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #151.

Koss-Olinger Consulting first reported a position in MCD in Q1 2022 and has held it in 16 quarters since. The position peaked at $441K in Q4 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Koss-Olinger Consulting held 863 shares of McDonald's worth $233K as of Q2 2026.
  • Koss-Olinger Consulting bought 56 McDonald's shares in Q2 2026, an estimated $16.1K.
  • McDonald's made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #151 holding.
  • Koss-Olinger Consulting first reported a position in McDonald's in Q1 2022 and has held it in 16 quarters since.
  • Koss-Olinger Consulting's McDonald's position peaked at $441K in Q4 2023.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.