Mystic Asset Management’s McDonald's MCD Stock Holding History

Mystic Asset 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	$3.73M	Buy	13,783 +9	+0.1%	+$2.58K	0.8%	36
2026 Q1	$4.28M	Sell	13,774 -147	-1%	-$46.8K	0.99%	27
2025 Q4	$4.25M	Sell	13,921 -1,074	-7%	-$329K	0.96%	26
2025 Q3	$4.56M	Buy	14,995 +85	+0.6%	+$25.9K	1.03%	24
2025 Q2	$4.36M	Sell	14,910 -3	-0%	-$925	1.05%	21
2025 Q1	$4.66M	Buy	14,913 +55	+0.4%	+$16.5K	1.23%	20
2024 Q4	$4.31M	Buy	14,858 +10,196	+219%	+$3.04M	1.16%	18
2024 Q3	$1.42M	Sell	4,662 -128	-3%	-$35.3K	0.54%	63
2024 Q2	$1.22M	Buy	4,790 +111	+2%	+$29.4K	0.49%	63
2024 Q1	$1.32M	Buy	4,679 +500	+12%	+$145K	0.55%	63
2023 Q4	$1.24M	Buy	4,179 +230	+6%	+$62.6K	0.59%	56
2023 Q3	$1.04M	Sell	3,949 -320	-7%	-$91.3K	0.58%	55
2023 Q2	$1.27M	Sell	4,269 -70	-2%	-$20.3K	0.68%	46
2023 Q1	$1.21M	Sell	4,339 -210	-5%	-$56.3K	0.67%	51
2022 Q4	$1.2M	Sell	4,549 -20	-0.4%	-$5.28K	0.68%	51
2022 Q3	$1.05M	Buy	4,569 +50	+1%	+$12.8K	0.68%	51
2022 Q2	$1.11M	Buy	4,519 +160	+4%	+$39.4K	0.68%	53
2022 Q1	$1.08M	Sell	4,359 -45	-1%	-$11.2K	0.58%	61
2021 Q4	$1.18M	Buy	+4,404	New	+$1.11M	0.56%	56

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

Mystic Asset Management's MCD Position: Q2 2026 in Review

Mystic Asset Management increased its McDonald's (MCD) stake by 0.07% in Q2 2026, buying an estimated $2.58K and bringing the position to 13,783 shares worth $3.73M. The position accounts for 0.8% of the portfolio, ranked #36.

Mystic Asset Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.66M in Q1 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mystic Asset Management held 13,783 shares of McDonald's worth $3.73M as of Q2 2026.
Mystic Asset Management bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
McDonald's made up 0.8% of Mystic Asset Management's portfolio in Q2 2026, its #36 holding.
Mystic Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Mystic Asset Management's McDonald's position peaked at $4.66M in Q1 2025.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.