Morningstar Investment Management’s McDonald's MCD Stock Holding History

Morningstar Investment 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	$411K	Hold	1,324	–	–	0.03%	281
2026 Q1	$411K	Hold	1,324	–	–	0.03%	279
2025 Q4	$405K	Sell	1,324 -12	-0.9%	-$3.67K	0.02%	287
2025 Q3	$406K	Buy	1,336 +230	+21%	+$70K	0.01%	440
2025 Q2	$323K	Buy	+1,106	New	+$341K	0.03%	156
2025 Q1	–	Sell	-6,201	Closed	-$1.8M	–	159
2024 Q4	$1.8M	Buy	6,201 +16	+0.3%	+$4.77K	0.14%	41
2024 Q3	$1.92M	Sell	6,185 -157	-2%	-$43.3K	0.19%	50
2024 Q2	$1.62M	Buy	6,342 +253	+4%	+$67.1K	0.17%	60
2024 Q1	$1.72M	Hold	6,089	–	–	0.19%	58
2023 Q4	$1.8M	Buy	6,089 +4,893	+409%	+$1.33M	0.21%	58
2023 Q3	$315K	Hold	1,196	–	–	0.04%	124
2023 Q2	$357K	Hold	1,196	–	–	0.05%	120
2023 Q1	$334K	Hold	1,196	–	–	0.05%	69
2022 Q4	$315K	Buy	+1,196	New	+$316K	0.05%	71

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Morningstar Investment Management's MCD Position: Q2 2026 in Review

Morningstar Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 1,324 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #281.

Morningstar Investment Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2024. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Morningstar Investment Management held 1,324 shares of McDonald's worth $411K as of Q2 2026.
Morningstar Investment Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #281 holding.
Morningstar Investment Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Morningstar Investment Management's McDonald's position peaked at $1.92M in Q3 2024.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.