MCM
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Morton Capital Management’s McDonald's MCD Stock Holding History

Morton Capital 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 		$228K Buy
845
+191
+29% +$54.8K 0.03% 146
2026
Q1 		$203K Sell
654
-135
-17% -$43K 0.03% 132
2025
Q4 		$241K Buy
789
+7
+0.9% +$2.14K 0.04% 109
2025
Q3 		$238K Sell
782
-190
-20% -$57.8K 0.04% 111
2025
Q2 		$284K Buy
+972
New +$300K 0.05% 96

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Morton Capital Management's MCD Position: Q2 2026 in Review

Morton Capital Management increased its McDonald's (MCD) stake by 29% in Q2 2026, buying an estimated $54.8K and bringing the position to 845 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #146.

Morton Capital Management first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q2 2025. 1,033 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Morton Capital Management held 845 shares of McDonald's worth $228K as of Q2 2026.
  • Morton Capital Management bought 191 McDonald's shares in Q2 2026, an estimated $54.8K.
  • McDonald's made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #146 holding.
  • Morton Capital Management first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Morton Capital Management's McDonald's position peaked at $284K in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.