MAM
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McLean Asset Management’s McDonald's MCD Stock Holding History

McLean Asset 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 		$413K Sell
1,524
-9
-0.6% -$2.58K 0.05% 119
2026
Q1 		$476K Buy
1,533
+8
+0.5% +$2.55K 0.08% 98
2025
Q4 		$470K Sell
1,525
-39
-2% -$11.9K 0.08% 93
2025
Q3 		$463K Buy
1,564
+47
+3% +$14.3K 0.1% 95
2025
Q2 		$447K Sell
1,517
-74
-5% -$22.8K 0.12% 87
2025
Q1 		$477K Buy
1,591
+14
+0.9% +$4.19K 0.16% 75
2024
Q4 		$457K Sell
1,577
-18
-1% -$5.37K 0.14% 82
2024
Q3 		$484K Buy
1,595
+8
+0.5% +$2.21K 0.15% 79
2024
Q2 		$397K Sell
1,587
-46
-3% -$12.2K 0.13% 85
2024
Q1 		$440K Hold
1,633
– – 0.15% 81
2023
Q4 		$472K Buy
1,633
+10
+0.6% +$2.72K 0.18% 66
2023
Q3 		$408K Sell
1,623
-3
-0.2% -$856 0.17% 73
2023
Q2 		$485K Buy
1,626
+1
+0.1% +$291 0.19% 62
2023
Q1 		$454K Sell
1,625
-79
-5% -$21.2K 0.19% 64
2022
Q4 		$449K Buy
1,704
+58
+4% +$15.3K 0.15% 69
2022
Q3 		$384K Buy
1,646
+2
+0.1% +$511 0.15% 70
2022
Q2 		$413K Buy
1,644
+7
+0.4% +$1.72K 0.16% 65
2022
Q1 		$405K Buy
1,637
+15
+0.9% +$3.74K 0.3% 61
2021
Q4 		$423K Sell
1,622
-49
-3% -$12.4K 0.16% 67
2021
Q3 		$395K Buy
1,671
+141
+9% +$33.7K 0.15% 74
2021
Q2 		$359K Buy
1,530
+21
+1% +$4.89K 0.16% 65
2021
Q1 		$355K Buy
1,509
+23
+2% +$4.92K 0.28% 58
2020
Q4 		$319K Buy
+1,486
New +$323K 0.28% 59

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

McLean Asset Management's MCD Position: Q2 2026 in Review

McLean Asset Management reduced its McDonald's (MCD) stake by 0.59% in Q2 2026, selling an estimated $2.58K and leaving 1,524 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #119.

McLean Asset Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $485K in Q2 2023. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • McLean Asset Management held 1,524 shares of McDonald's worth $413K as of Q2 2026.
  • McLean Asset Management sold 9 McDonald's shares in Q2 2026, an estimated $2.58K.
  • McDonald's made up 0.05% of McLean Asset Management's portfolio in Q2 2026, its #119 holding.
  • McLean Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • McLean Asset Management's McDonald's position peaked at $485K in Q2 2023.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.