Montis Financial’s McDonald's MCD Stock Holding History

Montis Financial’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	$210K	Sell	777 -40	-5%	-$11.5K	0.04%	149
2026 Q1	$254K	Sell	817 -466	-36%	-$148K	0.05%	135
2025 Q4	$392K	Hold	1,283	–	–	0.08%	111
2025 Q3	$390K	Hold	1,283	–	–	0.09%	116
2025 Q2	$375K	Sell	1,283 -42	-3%	-$12.9K	0.1%	101
2025 Q1	$414K	Hold	1,325	–	–	0.12%	98
2024 Q4	$384K	Buy	1,325 +42	+3%	+$12.5K	0.12%	102
2024 Q3	$391K	Buy	+1,283	New	+$354K	0.14%	77
2024 Q2	–	Sell	-721	Closed	-$203K	–	87
2024 Q1	$203K	Hold	721	–	–	0.1%	80
2023 Q4	$214K	Buy	+721	New	+$196K	0.13%	72
2023 Q3	–	Sell	-699	Closed	-$209K	–	69
2023 Q2	$209K	Sell	699 -210	-23%	-$61K	0.14%	62
2023 Q1	$254K	Hold	909	–	–	0.2%	50
2022 Q4	$240K	Sell	909 -7	-0.8%	-$1.85K	0.2%	53
2022 Q3	$211K	Sell	916 -30	-3%	-$7.67K	0.2%	57
2022 Q2	$234K	Hold	946	–	–	0.22%	55
2022 Q1	$234K	Hold	946	–	–	0.18%	62
2021 Q4	$254K	Hold	946	–	–	0.18%	71
2021 Q3	$230K	Buy	946 +7	+0.7%	+$1.67K	0.2%	58
2021 Q2	$217K	Buy	+939	New	+$219K	0.18%	68

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

Montis Financial's MCD Position: Q2 2026 in Review

Montis Financial reduced its McDonald's (MCD) stake by 4.9% in Q2 2026, selling an estimated $11.5K and leaving 777 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #149.

Montis Financial first reported a position in MCD in Q2 2021 and has held it in 19 quarters since. The position peaked at $414K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Montis Financial held 777 shares of McDonald's worth $210K as of Q2 2026.
Montis Financial sold 40 McDonald's shares in Q2 2026, an estimated $11.5K.
McDonald's made up 0.04% of Montis Financial's portfolio in Q2 2026, its #149 holding.
Montis Financial first reported a position in McDonald's in Q2 2021 and has held it in 19 quarters since.
Montis Financial's McDonald's position peaked at $414K in Q1 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.