NBC Securities’s McDonald's MCD Stock Holding History

NBC Securities’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	$2.16M	Buy	7,997 +314	+4%	+$90K	0.15%	159
2026 Q1	$2.39M	Sell	7,683 -92	-1%	-$29.3K	0.18%	133
2025 Q4	$2.38M	Buy	7,775 +37	+0.5%	+$11.3K	0.18%	130
2025 Q3	$2.35M	Sell	7,738 -571	-7%	-$174K	0.18%	127
2025 Q2	$2.43M	Buy	8,309 +720	+9%	+$222K	0.2%	124
2025 Q1	$2.37M	Buy	7,589 +7,582	+108,314%	+$2.27M	0.2%	108
2024 Q4	$2.26K	Sell	7 -7,653	-100%	-$2.28M	0.21%	105
2024 Q3	$2.33M	Sell	7,660 -387	-5%	-$107K	0.2%	110
2024 Q2	$2.05M	Sell	8,047 -9,896	-55%	-$2.63M	0.19%	116
2024 Q1	$5.16M	Sell	17,943 -146	-0.8%	-$42.5K	0.48%	27
2023 Q4	$5.36M	Sell	18,089 -1,363	-7%	-$371K	0.54%	26
2023 Q3	$5.12M	Buy	+19,452	New	+$5.55M	0.56%	26

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

NBC Securities's MCD Position: Q2 2026 in Review

NBC Securities increased its McDonald's (MCD) stake by 4.1% in Q2 2026, buying an estimated $90K and bringing the position to 7,997 shares worth $2.16M. The position accounts for 0.15% of the portfolio, ranked #159.

NBC Securities first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.36M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

NBC Securities held 7,997 shares of McDonald's worth $2.16M as of Q2 2026.
NBC Securities bought 314 McDonald's shares in Q2 2026, an estimated $90K.
McDonald's made up 0.15% of NBC Securities's portfolio in Q2 2026, its #159 holding.
NBC Securities first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
NBC Securities's McDonald's position peaked at $5.36M in Q4 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.