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Longfellow Investment Management’s McDonald's MCD Stock Holding History

Longfellow 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 		$2.2M Buy
8,137
+5,868
+259% +$1.68M 0.45% 43
2026
Q1 		$705K Sell
2,269
-1,533
-40% -$488K 0.15% 98
2025
Q4 		$1.16M Hold
3,802
– – 0.26% 66
2025
Q3 		$1.16M Buy
3,802
+1,221
+47% +$372K 0.27% 60
2025
Q2 		$754K Sell
2,581
-1,050
-29% -$324K 0.19% 88
2025
Q1 		$1.13M Buy
3,631
+787
+28% +$235K 0.28% 53
2024
Q4 		$824K Sell
2,844
-179
-6% -$53.4K 0.21% 66
2024
Q3 		$921K Buy
3,023
+17
+0.6% +$4.69K 0.23% 62
2024
Q2 		$766K Buy
3,006
+840
+39% +$223K 0.19% 69
2024
Q1 		$611K Buy
2,166
+747
+53% +$217K 0.14% 76
2023
Q4 		$421K Buy
1,419
+1,397
+6,350% +$380K 0.1% 99
2023
Q3 		$5.8K Hold
22
– – ﹤0.01% 153
2023
Q2 		$6.57K Hold
22
– – ﹤0.01% 178
2023
Q1 		$6.15K Hold
22
– – ﹤0.01% 188
2022
Q4 		$5.8K Hold
22
– – ﹤0.01% 201
2022
Q3 		$5K Hold
22
– – ﹤0.01% 255
2022
Q2 		$6K Hold
22
– – ﹤0.01% 261
2022
Q1 		$6K Hold
22
– – ﹤0.01% 297
2021
Q4 		$6K Hold
22
– – ﹤0.01% 308
2021
Q3 		$6K Hold
22
– – ﹤0.01% 331
2021
Q2 		$6K Sell
22
-7,826
-100% -$1.82M ﹤0.01% 343
2021
Q1 		$1.76M Sell
7,848
-1,142
-13% -$244K 0.21% 123
2020
Q4 		$1.94M Buy
+8,990
New +$1.95M 0.23% 113

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

Longfellow Investment Management's MCD Position: Q2 2026 in Review

Longfellow Investment Management increased its McDonald's (MCD) stake by 259% in Q2 2026, buying an estimated $1.68M and bringing the position to 8,137 shares worth $2.2M. The position accounts for 0.45% of the portfolio, ranked #43.

Longfellow Investment Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Longfellow Investment Management held 8,137 shares of McDonald's worth $2.2M as of Q2 2026.
  • Longfellow Investment Management bought 5,868 McDonald's shares in Q2 2026, an estimated $1.68M.
  • McDonald's made up 0.45% of Longfellow Investment Management's portfolio in Q2 2026, its #43 holding.
  • Longfellow Investment Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.