MIM
MCD icon

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

Marshall 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 		$36K Buy
133
+28
+27% +$8.03K 0.01% 144
2026
Q1 		$32.6K Buy
+105
New +$33.5K 0.02% 139
2025
Q2 		– Sell
-105
Closed -$32.8K – 136
2025
Q1 		$32.8K Sell
105
-15
-13% -$4.49K 0.02% 123
2024
Q4 		$36.6K Buy
+120
New +$35.8K 0.02% 110

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

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

Marshall Investment Management increased its McDonald's (MCD) stake by 27% in Q2 2026, buying an estimated $8.03K and bringing the position to 133 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #144.

Marshall Investment Management first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $36.6K in Q4 2024. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Marshall Investment Management held 133 shares of McDonald's worth $36K as of Q2 2026.
  • Marshall Investment Management bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
  • McDonald's made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #144 holding.
  • Marshall Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's McDonald's position peaked at $36.6K in Q4 2024.
  • 3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.