Millstone Evans Group’s McDonald's MCD Stock Holding History

Millstone Evans Group’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	$496K	Buy	1,835 +303	+20%	+$86.9K	0.27%	63
2026 Q1	$476K	Buy	1,532 +38	+3%	+$12.1K	0.29%	67
2025 Q4	$457K	Sell	1,494 -23	-2%	-$7.04K	0.27%	68
2025 Q3	$461K	Sell	1,517 -2	-0.1%	-$609	0.29%	60
2025 Q2	$444K	Hold	1,519	–	–	0.3%	62
2025 Q1	$474K	Hold	1,519	–	–	0.32%	61
2024 Q4	$440K	Buy	+1,519	New	+$453K	0.3%	67

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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

VPM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millstone Evans Group's MCD Position: Q2 2026 in Review

Millstone Evans Group increased its McDonald's (MCD) stake by 20% in Q2 2026, buying an estimated $86.9K and bringing the position to 1,835 shares worth $496K. The position accounts for 0.27% of the portfolio, ranked #63.

Millstone Evans Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Millstone Evans Group held 1,835 shares of McDonald's worth $496K as of Q2 2026.
Millstone Evans Group bought 303 McDonald's shares in Q2 2026, an estimated $86.9K.
McDonald's made up 0.27% of Millstone Evans Group's portfolio in Q2 2026, its #63 holding.
Millstone Evans Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.