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Money Concepts Capital’s McDonald's MCD Stock Holding History

Money Concepts Capital’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 		$5.94M Sell
21,968
-59
-0.3% -$16.9K 0.28% 81
2026
Q1 		$6.85M Sell
22,027
-3,606
-14% -$1.15M 0.38% 60
2025
Q4 		$7.83M Buy
25,633
+1,135
+5% +$348K 0.44% 44
2025
Q3 		$7.44M Buy
24,498
+1,235
+5% +$376K 0.46% 40
2025
Q2 		$6.8M Buy
23,263
+595
+3% +$183K 0.45% 46
2025
Q1 		$7.08M Buy
22,668
+974
+4% +$291K 0.53% 39
2024
Q4 		$6.29M Sell
21,694
-296
-1% -$88.3K 0.47% 46
2024
Q3 		$6.7M Sell
21,990
-230
-1% -$63.4K 0.51% 42
2024
Q2 		$5.66M Sell
22,220
-94
-0.4% -$24.9K 0.48% 52
2024
Q1 		$6.29M Buy
22,314
+507
+2% +$147K 0.58% 47
2023
Q4 		$6.47M Sell
21,807
-298
-1% -$81.1K 0.6% 47
2023
Q3 		$5.83M Sell
22,105
-3,933
-15% -$1.12M 0.61% 50
2023
Q2 		$7.77M Sell
26,038
-228,500
-90% -$66.4M 0.79% 35
2023
Q1 		$72.3M Buy
254,538
+111,202
+78% +$29.8M 4.03% 1
2022
Q4 		$37.8M Buy
143,336
+15,270
+12% +$4.03M 1.69% 6
2022
Q3 		$29.6M Buy
128,066
+97,643
+321% +$25M 1.74% 7
2022
Q2 		$7.7M Sell
30,423
-11,512
-27% -$2.84M 0.68% 30
2022
Q1 		$10.4M Buy
41,935
+16,624
+66% +$4.14M 0.58% 33
2021
Q4 		$6.79M Buy
+25,311
New +$6.39M 0.57% 37
2021
Q1 		$5.59M Buy
24,936
+861
+4% +$184K 0.45% 60
2020
Q4 		$5.17M Buy
+24,075
New +$5.24M 0.48% 57

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

Money Concepts Capital's MCD Position: Q2 2026 in Review

Money Concepts Capital reduced its McDonald's (MCD) stake by 0.27% in Q2 2026, selling an estimated $16.9K and leaving 21,968 shares worth $5.94M. The position accounts for 0.28% of the portfolio, ranked #81.

Money Concepts Capital first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $72.3M in Q1 2023. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Money Concepts Capital held 21,968 shares of McDonald's worth $5.94M as of Q2 2026.
  • Money Concepts Capital sold 59 McDonald's shares in Q2 2026, an estimated $16.9K.
  • McDonald's made up 0.28% of Money Concepts Capital's portfolio in Q2 2026, its #81 holding.
  • Money Concepts Capital first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's McDonald's position peaked at $72.3M in Q1 2023.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.