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Natural Investments’s McDonald's MCD Stock Holding History

Natural Investments’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 		$394K Buy
1,458
+56
+4% +$16.1K 0.09% 188
2026
Q1 		$435K Sell
1,402
-39
-3% -$12.4K 0.11% 176
2025
Q4 		$440K Buy
1,441
+12
+0.8% +$3.67K 0.11% 168
2025
Q3 		$434K Buy
1,429
+5
+0.4% +$1.52K 0.11% 152
2025
Q2 		$416K Buy
1,424
+101
+8% +$31.1K 0.11% 158
2025
Q1 		$413K Buy
1,323
+1
+0.1% +$299 0.12% 157
2024
Q4 		$383K Buy
+1,322
New +$394K 0.11% 165

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Natural Investments's MCD Position: Q2 2026 in Review

Natural Investments increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,458 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #188.

Natural Investments first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q4 2025. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Natural Investments held 1,458 shares of McDonald's worth $394K as of Q2 2026.
  • Natural Investments bought 56 McDonald's shares in Q2 2026, an estimated $16.1K.
  • McDonald's made up 0.09% of Natural Investments's portfolio in Q2 2026, its #188 holding.
  • Natural Investments first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's McDonald's position peaked at $440K in Q4 2025.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.