Masterton Capital Management’s McDonald's MCD Stock Holding History

Masterton Capital 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	$1.92M	Buy	+7,120	New	+$2.04M	1.63%	19
2026 Q1	–	Sell	-9,060	Closed	-$2.77M	–	25
2025 Q4	$2.77M	Sell	9,060 -15,240	-63%	-$4.67M	1.93%	16
2025 Q3	$7.38M	Buy	+24,300	New	+$7.4M	4.05%	11
2024 Q3	–	Sell	-35,900	Closed	-$9.15M	–	26
2024 Q2	$9.15M	Sell	35,900 -2,900	-7%	-$769K	6.53%	7
2024 Q1	$10.9M	Buy	38,800 +9,700	+33%	+$2.82M	8.57%	6
2023 Q4	$8.63M	Buy	29,100 +14,500	+99%	+$3.95M	7.46%	6
2023 Q3	$3.85M	Buy	+14,600	New	+$4.16M	3.89%	11
2023 Q2	–	Sell	-12,800	Closed	-$3.58M	–	18
2023 Q1	$3.58M	Buy	+12,800	New	+$3.43M	3.42%	12
2021 Q4	–	Sell	-19,300	Closed	-$4.65M	–	27
2021 Q3	$4.65M	Buy	+19,300	New	+$4.61M	2.92%	15
2021 Q1	–	Sell	-17,700	Closed	-$3.8M	–	21
2020 Q4	$3.8M	Buy	+17,700	New	+$3.85M	3.02%	15

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Masterton Capital Management's MCD Position: Q2 2026 in Review

Masterton Capital Management opened a new position in McDonald's (MCD) in Q2 2026: 7,120 shares worth $1.92M. The stake represents 1.63% of the portfolio and ranks #19 among its holdings. This is a return to the name: Masterton Capital Management previously reported a position in MCD as recently as Q4 2025.

Masterton Capital Management first reported a position in MCD in Q4 2020 and has held it in 10 quarters since. The position peaked at $10.9M in Q1 2024. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Masterton Capital Management held 7,120 shares of McDonald's worth $1.92M as of Q2 2026.
McDonald's was a new Masterton Capital Management position in Q2 2026.
McDonald's made up 1.63% of Masterton Capital Management's portfolio in Q2 2026, its #19 holding.
Masterton Capital Management first reported a position in McDonald's in Q4 2020 and has held it in 10 quarters since.
Masterton Capital Management's McDonald's position peaked at $10.9M in Q1 2024.
3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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