McDaniel Terry & Co’s McDonald's MCD Stock Holding History

McDaniel Terry & Co’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	$374K	Hold	1,384	–	–	0.03%	67
2026 Q1	$430K	Buy	1,384 +153	+12%	+$48.7K	0.04%	67
2025 Q4	$376K	Sell	1,231 -902	-42%	-$276K	0.03%	65
2025 Q3	$648K	Hold	2,133	–	–	0.05%	62
2025 Q2	$623K	Sell	2,133 -42	-2%	-$12.9K	0.05%	60
2025 Q1	$679K	Hold	2,175	–	–	0.06%	60
2024 Q4	$631K	Hold	2,175	–	–	0.05%	60
2024 Q3	$662K	Hold	2,175	–	–	0.06%	60
2024 Q2	$554K	Buy	2,175 +907	+72%	+$241K	0.05%	61
2024 Q1	$358K	Buy	1,268 +56	+5%	+$16.3K	0.03%	81
2023 Q4	$359K	Sell	1,212 -130	-10%	-$35.4K	0.03%	69
2023 Q3	$354K	Buy	1,342 +97	+8%	+$27.7K	0.04%	74
2023 Q2	$372K	Buy	1,245 +70	+6%	+$20.3K	0.04%	72
2023 Q1	$329K	Hold	1,175	–	–	0.04%	72
2022 Q4	$310K	Buy	1,175 +33	+3%	+$8.71K	0.04%	73
2022 Q3	$264K	Sell	1,142 -282	-20%	-$72.1K	0.03%	80
2022 Q2	$352K	Hold	1,424	–	–	0.04%	69
2022 Q1	$352K	Buy	1,424 +282	+25%	+$70.2K	0.04%	76
2021 Q4	$306K	Hold	1,142	–	–	0.03%	86
2021 Q3	$275K	Hold	1,142	–	–	0.03%	74
2021 Q2	$264K	Hold	1,142	–	–	0.03%	80
2021 Q1	$256K	Hold	1,142	–	–	0.03%	77
2020 Q4	$245K	Hold	1,142	–	–	0.03%	79
2020 Q3	$251K	Hold	1,142	–	–	0.04%	69
2020 Q2	$211K	Buy	+1,142	New	+$209K	0.03%	75
2020 Q1	–	Sell	-1,192	Closed	-$236K	–	78
2019 Q4	$236K	Hold	1,192	–	–	0.04%	75
2019 Q3	$256K	Buy	+1,192	New	+$256K	0.04%	70

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

McDaniel Terry & Co's MCD Position: Q2 2026 in Review

McDaniel Terry & Co held its McDonald's (MCD) position steady in Q2 2026 at 1,384 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #67.

McDaniel Terry & Co first reported a position in MCD in Q3 2019 and has held it in 27 quarters since. The position peaked at $679K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

McDaniel Terry & Co held 1,384 shares of McDonald's worth $374K as of Q2 2026.
McDaniel Terry & Co left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.03% of McDaniel Terry & Co's portfolio in Q2 2026, its #67 holding.
McDaniel Terry & Co first reported a position in McDonald's in Q3 2019 and has held it in 27 quarters since.
McDaniel Terry & Co's McDonald's position peaked at $679K in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.