MCA
MCD icon

MSH Capital Advisors’s McDonald's MCD Stock Holding History

MSH Capital 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 		$1.34M Buy
4,955
+832
+20% +$239K 0.23% 100
2026
Q1 		$1.28M Sell
4,123
-727
-15% -$232K 0.27% 96
2025
Q4 		$1.48M Buy
4,850
+2,282
+89% +$699K 0.32% 86
2025
Q3 		$780K Hold
2,568
– – 0.21% 119
2025
Q2 		$750K Sell
2,568
-9
-0.3% -$2.77K 0.22% 114
2025
Q1 		$805K Buy
2,577
+304
+13% +$90.9K 0.25% 105
2024
Q4 		$659K Buy
2,273
+151
+7% +$45K 0.21% 113
2024
Q3 		$646K Sell
2,122
-111
-5% -$30.6K 0.2% 120
2024
Q2 		$569K Sell
2,233
-29
-1% -$7.69K 0.19% 123
2024
Q1 		$638K Buy
2,262
+245
+12% +$71.3K 0.22% 108
2023
Q4 		$598K Sell
2,017
-539
-21% -$147K 0.22% 110
2023
Q3 		$673K Buy
2,556
+69
+3% +$19.7K 0.26% 103
2023
Q2 		$742K Buy
2,487
+503
+25% +$146K 0.27% 100
2023
Q1 		$555K Buy
1,984
+103
+5% +$27.6K 0.24% 106
2022
Q4 		$496K Buy
1,881
+153
+9% +$40.4K 0.22% 112
2022
Q3 		$399K Buy
1,728
+2
+0.1% +$511 0.2% 116
2022
Q2 		$426K Sell
1,726
-59
-3% -$14.5K 0.2% 116
2022
Q1 		$441K Buy
1,785
+169
+10% +$42.1K 0.18% 120
2021
Q4 		$433K Buy
+1,616
New +$408K 0.19% 117

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

MSH Capital Advisors's MCD Position: Q2 2026 in Review

MSH Capital Advisors increased its McDonald's (MCD) stake by 20% in Q2 2026, buying an estimated $239K and bringing the position to 4,955 shares worth $1.34M. The position accounts for 0.23% of the portfolio, ranked #100.

MSH Capital Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MSH Capital Advisors held 4,955 shares of McDonald's worth $1.34M as of Q2 2026.
  • MSH Capital Advisors bought 832 McDonald's shares in Q2 2026, an estimated $239K.
  • McDonald's made up 0.23% of MSH Capital Advisors's portfolio in Q2 2026, its #100 holding.
  • MSH Capital Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's McDonald's position peaked at $1.48M in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.