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Leonard Rickey Investment Advisors’s McDonald's MCD Stock Holding History

Leonard Rickey Investment 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 		$328K Sell
1,214
-22
-2% -$6.31K 0.05% 94
2026
Q1 		$384K Sell
1,236
-9
-0.7% -$2.87K 0.07% 79
2025
Q4 		$381K Sell
1,245
-30
-2% -$9.19K 0.07% 83
2025
Q3 		$387K Buy
1,275
+10
+0.8% +$3.04K 0.07% 79
2025
Q2 		$370K Sell
1,265
-6
-0.5% -$1.85K 0.07% 76
2025
Q1 		$402K Buy
1,271
+21
+2% +$6.28K 0.09% 66
2024
Q4 		$362K Buy
1,250
+60
+5% +$17.9K 0.08% 70
2024
Q3 		$362K Buy
1,190
+23
+2% +$6.34K 0.08% 68
2024
Q2 		$297K Buy
1,167
+139
+14% +$36.9K 0.07% 80
2024
Q1 		$290K Sell
1,028
-55
-5% -$16K 0.07% 70
2023
Q4 		$321K Hold
1,083
– – 0.1% 60
2023
Q3 		$285K Buy
+1,083
New +$309K 0.09% 64

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

Leonard Rickey Investment Advisors's MCD Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $6.31K and leaving 1,214 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #94.

Leonard Rickey Investment Advisors first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $402K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Leonard Rickey Investment Advisors held 1,214 shares of McDonald's worth $328K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.05% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Leonard Rickey Investment Advisors first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
  • Leonard Rickey Investment Advisors's McDonald's position peaked at $402K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.