MA
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Modus Advisors’s McDonald's MCD Stock Holding History

Modus Advisors’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 		$3.89M Buy
14,398
+718
+5% +$206K 0.96% 41
2026
Q1 		$4.25M Buy
13,680
+1,289
+10% +$411K 1.17% 35
2025
Q4 		$3.79M Buy
12,391
+1,514
+14% +$464K 1% 37
2025
Q3 		$3.31M Buy
10,877
+1,271
+13% +$387K 0.9% 40
2025
Q2 		$2.81M Buy
9,606
+140
+1% +$43.2K 0.83% 45
2025
Q1 		$2.96M Buy
9,466
+70
+0.7% +$20.9K 0.97% 37
2024
Q4 		$2.72M Buy
9,396
+36
+0.4% +$10.7K 0.85% 38
2024
Q3 		$2.85M Buy
9,360
+71
+0.8% +$19.6K 0.94% 37
2024
Q2 		$2.37M Sell
9,289
-621
-6% -$165K 0.84% 41
2024
Q1 		$2.79M Buy
9,910
+250
+3% +$72.7K 1.03% 38
2023
Q4 		$2.86M Buy
9,660
+253
+3% +$68.9K 1.16% 36
2023
Q3 		$2.48M Buy
9,407
+246
+3% +$70.2K 1.08% 38
2023
Q2 		$2.73M Buy
9,161
+357
+4% +$104K 1.17% 29
2023
Q1 		$2.46M Buy
8,804
+68
+0.8% +$18.2K 1.13% 35
2022
Q4 		$2.3M Buy
8,736
+207
+2% +$54.6K 1.12% 35
2022
Q3 		$1.97M Buy
8,529
+50
+0.6% +$12.8K 1.04% 34
2022
Q2 		$2.09M Buy
8,479
+243
+3% +$59.8K 1.06% 33
2022
Q1 		$2.04M Buy
8,236
+115
+1% +$28.6K 0.89% 37
2021
Q4 		$2.18M Sell
8,121
-510
-6% -$129K 0.93% 35
2021
Q3 		$2.08M Buy
8,631
+441
+5% +$105K 0.9% 37
2021
Q2 		$1.89M Buy
8,190
+298
+4% +$69.3K 0.8% 40
2021
Q1 		$1.77M Buy
7,892
+553
+8% +$118K 0.82% 41
2020
Q4 		$1.57M Buy
7,339
+541
+8% +$118K 0.81% 41
2020
Q3 		$1.49M Buy
6,798
+1,356
+25% +$278K 0.86% 38
2020
Q2 		$1M Buy
5,442
+1,630
+43% +$299K 0.65% 43
2020
Q1 		$630K Buy
3,812
+291
+8% +$57.3K 0.58% 32
2019
Q4 		$696K Buy
+3,521
New +$698K 0.55% 37

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

Modus Advisors's MCD Position: Q2 2026 in Review

Modus Advisors increased its McDonald's (MCD) stake by 5.2% in Q2 2026, buying an estimated $206K and bringing the position to 14,398 shares worth $3.89M. The position accounts for 0.96% of the portfolio, ranked #41.

Modus Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Modus Advisors held 14,398 shares of McDonald's worth $3.89M as of Q2 2026.
  • Modus Advisors bought 718 McDonald's shares in Q2 2026, an estimated $206K.
  • McDonald's made up 0.96% of Modus Advisors's portfolio in Q2 2026, its #41 holding.
  • Modus Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Modus Advisors's McDonald's position peaked at $4.25M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.