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

MTM 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 		$307K Hold
1,136
– – 0.09% 173
2026
Q1 		$353K Buy
1,136
+1
+0.1% +$319 0.11% 159
2025
Q4 		$347K Buy
1,135
+30
+3% +$9.19K 0.11% 155
2025
Q3 		$336K Sell
1,105
-48
-4% -$14.6K 0.11% 162
2025
Q2 		$337K Buy
1,153
+18
+2% +$5.55K 0.11% 156
2025
Q1 		$356K Sell
1,135
-2
-0.2% -$598 0.14% 148
2024
Q4 		$330K Sell
1,137
-17
-1% -$5.07K 0.13% 151
2024
Q3 		$350K Buy
1,154
+12
+1% +$3.31K 0.14% 144
2024
Q2 		$291K Sell
1,142
-32
-3% -$8.49K 0.12% 149
2024
Q1 		$331K Buy
1,174
+38
+3% +$11.1K 0.14% 142
2023
Q4 		$337K Hold
1,136
– – 0.15% 130
2023
Q3 		$299K Buy
1,136
+1
+0.1% +$285 0.15% 128
2023
Q2 		$339K Hold
1,135
– – 0.17% 125
2023
Q1 		$317K Buy
1,135
+35
+3% +$9.38K 0.16% 126
2022
Q4 		$290K Sell
1,100
-374
-25% -$98.7K 0.15% 135
2022
Q3 		$340K Sell
1,474
-502
-25% -$128K 0.19% 114
2022
Q2 		$500K Buy
1,976
+6
+0.3% +$1.48K 0.27% 102
2022
Q1 		$487K Buy
1,970
+5
+0.3% +$1.25K 0.24% 105
2021
Q4 		$527K Buy
1,965
+5
+0.3% +$1.26K 0.25% 102
2021
Q3 		$473K Buy
1,960
+5
+0.3% +$1.19K 0.26% 100
2021
Q2 		$452K Buy
1,955
+5
+0.3% +$1.16K 0.24% 102
2021
Q1 		$437K Sell
1,950
-95
-5% -$20.3K 0.25% 103
2020
Q4 		$439K Buy
+2,045
New +$445K 0.27% 94

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

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

MTM Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 1,136 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #173.

MTM Investment Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $527K in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MTM Investment Management held 1,136 shares of McDonald's worth $307K as of Q2 2026.
  • MTM Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.09% of MTM Investment Management's portfolio in Q2 2026, its #173 holding.
  • MTM Investment Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's McDonald's position peaked at $527K in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.