Mendel Money Management’s McDonald's MCD Stock Holding History

Mendel Money 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	$1.26M	Sell	4,647 -69	-1%	-$19.8K	0.46%	62
2026 Q1	$1.47M	Buy	4,716 +187	+4%	+$59.6K	0.61%	53
2025 Q4	$1.38M	Hold	4,529	–	–	0.58%	49
2025 Q3	$1.38M	Sell	4,529 -52	-1%	-$15.8K	0.58%	50
2025 Q2	$1.34M	Buy	4,581 +2	+0%	+$617	0.59%	48
2025 Q1	$1.43M	Sell	4,579 -106	-2%	-$31.7K	0.68%	45
2024 Q4	$1.36M	Sell	4,685 -23	-0.5%	-$6.86K	0.61%	46
2024 Q3	$1.43M	Sell	4,708 -369	-7%	-$102K	0.62%	46
2024 Q2	$1.29M	Buy	5,077 +272	+6%	+$72.2K	0.61%	46
2024 Q1	$1.35M	Sell	4,805 -9	-0.2%	-$2.62K	0.63%	45
2023 Q4	$1.43M	Buy	4,814 +131	+3%	+$35.7K	0.69%	43
2023 Q3	$1.23M	Buy	4,683 +136	+3%	+$38.8K	0.66%	44
2023 Q2	$1.36M	Buy	4,547 +13	+0.3%	+$3.78K	0.7%	41
2023 Q1	$1.27M	Sell	4,534 -60	-1%	-$16.1K	0.68%	39
2022 Q4	$1.21M	Buy	4,594 +215	+5%	+$56.7K	0.69%	38
2022 Q3	$1.01M	Buy	4,379 +481	+12%	+$123K	0.63%	38
2022 Q2	$962K	Buy	3,898 +18	+0.5%	+$4.43K	0.57%	42
2022 Q1	$959K	Buy	+3,880	New	+$967K	0.47%	45

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

Mendel Money Management's MCD Position: Q2 2026 in Review

Mendel Money Management reduced its McDonald's (MCD) stake by 1.5% in Q2 2026, selling an estimated $19.8K and leaving 4,647 shares worth $1.26M. The position accounts for 0.46% of the portfolio, ranked #62.

Mendel Money Management first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.47M in Q1 2026. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mendel Money Management held 4,647 shares of McDonald's worth $1.26M as of Q2 2026.
Mendel Money Management sold 69 McDonald's shares in Q2 2026, an estimated $19.8K.
McDonald's made up 0.46% of Mendel Money Management's portfolio in Q2 2026, its #62 holding.
Mendel Money Management first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
Mendel Money Management's McDonald's position peaked at $1.47M in Q1 2026.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.