Mayport LLC’s McDonald's MCD Stock Holding History

Mayport LLC’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	$315K	Sell	1,167 -135	-10%	-$38.7K	0.05%	106
2026 Q1	$404K	Sell	1,302 -63	-5%	-$20.1K	0.08%	88
2025 Q4	$417K	Sell	1,365 -137	-9%	-$42K	0.08%	69
2025 Q3	$456K	Sell	1,502 -94	-6%	-$28.6K	0.1%	64
2025 Q2	$466K	Sell	1,596 -40	-2%	-$12.3K	0.11%	60
2025 Q1	$511K	Buy	1,636 +26	+2%	+$7.78K	0.14%	49
2024 Q4	$467K	Hold	1,610	–	–	0.14%	53
2024 Q3	$490K	Buy	1,610 +25	+2%	+$6.89K	0.16%	50
2024 Q2	$404K	Sell	1,585 -35	-2%	-$9.29K	0.14%	56
2024 Q1	$457K	Buy	1,620 +426	+36%	+$124K	0.17%	52
2023 Q4	$354K	Sell	1,194 -15	-1%	-$4.08K	0.16%	62
2023 Q3	$319K	Hold	1,209	–	–	0.18%	51
2023 Q2	$361K	Hold	1,209	–	–	0.2%	47
2023 Q1	$338K	Hold	1,209	–	–	0.21%	47
2022 Q4	$319K	Buy	+1,209	New	+$319K	0.24%	42
2022 Q2	–	Sell	-835	Closed	-$206K	–	56
2022 Q1	$206K	Hold	835	–	–	0.14%	58
2021 Q4	$224K	Buy	+835	New	+$211K	0.17%	58

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

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

Mayport LLC's MCD Position: Q2 2026 in Review

Mayport LLC reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $38.7K and leaving 1,167 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #106.

Mayport LLC first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $511K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mayport LLC held 1,167 shares of McDonald's worth $315K as of Q2 2026.
Mayport LLC sold 135 McDonald's shares in Q2 2026, an estimated $38.7K.
McDonald's made up 0.05% of Mayport LLC's portfolio in Q2 2026, its #106 holding.
Mayport LLC first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
Mayport LLC's McDonald's position peaked at $511K in Q1 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mayport LLC's 13F filing for Q2 2026, filed 7 Aug 2026.