Marietta Investment Partners’s McDonald's MCD Stock Holding History

Marietta Investment Partners’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	$216K	Sell	800 -313	-28%	-$89.8K	0.04%	166
2026 Q1	$346K	Hold	1,113	–	–	0.07%	131
2025 Q4	$340K	Sell	1,113 -513	-32%	-$157K	0.07%	135
2025 Q3	$494K	Buy	1,626 +13	+0.8%	+$3.96K	0.1%	124
2025 Q2	$471K	Hold	1,613	–	–	0.1%	122
2025 Q1	$504K	Sell	1,613 -65	-4%	-$19.4K	0.12%	119
2024 Q4	$486K	Hold	1,678	–	–	0.11%	119
2024 Q3	$511K	Hold	1,678	–	–	0.11%	117
2024 Q2	$428K	Hold	1,678	–	–	0.09%	120
2024 Q1	$473K	Hold	1,678	–	–	0.1%	122
2023 Q4	$498K	Buy	1,678 +813	+94%	+$221K	0.12%	113
2023 Q3	$228K	Hold	865	–	–	0.06%	151
2023 Q2	$258K	Hold	865	–	–	0.07%	146
2023 Q1	$242K	Buy	+865	New	+$232K	0.07%	149

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marietta Investment Partners's MCD Position: Q2 2026 in Review

Marietta Investment Partners reduced its McDonald's (MCD) stake by 28% in Q2 2026, selling an estimated $89.8K and leaving 800 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #166.

Marietta Investment Partners first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $511K in Q3 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Marietta Investment Partners held 800 shares of McDonald's worth $216K as of Q2 2026.
Marietta Investment Partners sold 313 McDonald's shares in Q2 2026, an estimated $89.8K.
McDonald's made up 0.04% of Marietta Investment Partners's portfolio in Q2 2026, its #166 holding.
Marietta Investment Partners first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Marietta Investment Partners's McDonald's position peaked at $511K in Q3 2024.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.