Nearwater Capital Markets’s McDonald's MCD Stock Holding History

Nearwater Capital Markets’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	–	Sell	-109,000	Closed	-$33.9M	–	127
2026 Q1	$33.9M	Sell	109,000 -121,000	-53%	-$38.5M	0.8%	42
2025 Q4	$70.3M	Buy	230,000 +97,000	+73%	+$29.7M	1.2%	21
2025 Q3	$40.4M	Hold	133,000	–	–	0.54%	37
2025 Q2	$38.9M	Sell	133,000 -57,174	-30%	-$17.6M	0.62%	29
2025 Q1	$59.4M	Hold	190,174	–	–	1.69%	11
2024 Q4	$55.1M	Buy	+190,174	New	+$56.7M	1.57%	13

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

Nearwater Capital Markets's MCD Position: Q2 2026 in Review

Nearwater Capital Markets sold out of McDonald's (MCD) in Q2 2026, closing a stake of 109,000 shares — an estimated $33.9M sold.

Nearwater Capital Markets first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $70.3M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Nearwater Capital Markets reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Nearwater Capital Markets sold 109,000 McDonald's shares in Q2 2026, an estimated $33.9M.
Nearwater Capital Markets first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
Nearwater Capital Markets's McDonald's position peaked at $70.3M in Q4 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.