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Liberty One Investment Management’s McDonald's MCD Stock Holding History

Liberty One Investment Management’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 		$26.1M Buy
96,686
+6,293
+7% +$1.8M 2.61% 11
2026
Q1 		$28.1M Buy
90,393
+10,727
+13% +$3.42M 2.9% 11
2025
Q4 		$24.3M Sell
79,666
-119,003
-60% -$36.4M 3.11% 6
2025
Q3 		$60.4M Buy
198,669
+95,251
+92% +$29M 3.4% 6
2025
Q2 		$30.2M Sell
103,418
-2,427
-2% -$748K 3.06% 8
2025
Q1 		$33.1M Buy
105,845
+1,530
+1% +$458K 3.35% 6
2024
Q4 		$30.2M Buy
104,315
+973
+0.9% +$290K 3.28% 6
2024
Q3 		$31.5M Buy
103,342
+1,819
+2% +$501K 3.22% 9
2024
Q2 		$25.9M Buy
101,523
+8,858
+10% +$2.35M 2.92% 16
2024
Q1 		$26.1M Buy
92,665
+824
+0.9% +$240K 2.96% 12
2023
Q4 		$27.2M Buy
91,841
+2,216
+2% +$603K 3.36% 4
2023
Q3 		$23.6M Sell
89,625
-13,661
-13% -$3.9M 3.42% 4
2023
Q2 		$30.8M Buy
103,286
+358
+0.3% +$104K 4% 2
2023
Q1 		$28.8M Buy
102,928
+2,560
+3% +$686K 3.92% 1
2022
Q4 		$26.5M Buy
100,368
+2,248
+2% +$593K 3.8% 3
2022
Q3 		$22.6M Buy
98,120
+5,178
+6% +$1.32M 3.72% 4
2022
Q2 		$21.5M Sell
92,942
-3,667
-4% -$903K 3.65% 3
2022
Q1 		$23.9M Buy
96,609
+1,913
+2% +$477K 3.63% 5
2021
Q4 		$25.4M Buy
94,696
+1,599
+2% +$404K 3.82% 2
2021
Q3 		$22.4M Buy
93,097
+155
+0.2% +$37K 3.83% 1
2021
Q2 		$21.5M Buy
92,942
+693
+0.8% +$161K 3.63% 3
2021
Q1 		$20.7M Sell
92,249
-1,286
-1% -$275K 3.68% 3
2020
Q4 		$20.1M Buy
93,535
+904
+1% +$197K 3.77% 2
2020
Q3 		$20.3M Buy
92,631
+3,003
+3% +$617K 4.16% 1
2020
Q2 		$16.5M Buy
89,628
+5,035
+6% +$923K 3.7% 7
2020
Q1 		$14M Buy
84,593
+1,130
+1% +$223K 3.6% 7
2019
Q4 		$16.5M Buy
+83,463
New +$16.6M 3.57% 7

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

Liberty One Investment Management's MCD Position: Q2 2026 in Review

Liberty One Investment Management increased its McDonald's (MCD) stake by 7% in Q2 2026, buying an estimated $1.8M and bringing the position to 96,686 shares worth $26.1M. The position accounts for 2.61% of the portfolio, ranked #11.

Liberty One Investment Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $60.4M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Liberty One Investment Management held 96,686 shares of McDonald's worth $26.1M as of Q2 2026.
  • Liberty One Investment Management bought 6,293 McDonald's shares in Q2 2026, an estimated $1.8M.
  • McDonald's made up 2.61% of Liberty One Investment Management's portfolio in Q2 2026, its #11 holding.
  • Liberty One Investment Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's McDonald's position peaked at $60.4M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.