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

NEOS 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 		$31.2M Buy
115,562
+10,630
+10% +$3.05M 0.12% 134
2026
Q1 		$32.6M Buy
104,932
+2,137
+2% +$681K 0.16% 109
2025
Q4 		$31.4M Buy
102,795
+14,874
+17% +$4.56M 0.18% 104
2025
Q3 		$26.7M Buy
87,921
+29,991
+52% +$9.13M 0.2% 94
2025
Q2 		$16.9M Buy
57,930
+5,886
+11% +$1.81M 0.21% 92
2025
Q1 		$16.3M Buy
52,044
+10,024
+24% +$3M 0.31% 67
2024
Q4 		$12.2M Buy
42,020
+9,952
+31% +$2.97M 0.29% 64
2024
Q3 		$9.77M Buy
32,068
+6,496
+25% +$1.79M 0.29% 69
2024
Q2 		$6.52M Buy
25,572
+7,918
+45% +$2.1M 0.27% 71
2024
Q1 		$4.98M Buy
17,654
+2,376
+16% +$691K 0.31% 64
2023
Q4 		$4.53M Buy
15,278
+3,198
+26% +$870K 0.43% 47
2023
Q3 		$3.18M Buy
+12,080
New +$3.45M 0.41% 49

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

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

NEOS Investment Management increased its McDonald's (MCD) stake by 10% in Q2 2026, buying an estimated $3.05M and bringing the position to 115,562 shares worth $31.2M. The position accounts for 0.12% of the portfolio, ranked #134.

NEOS Investment Management first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.6M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • NEOS Investment Management held 115,562 shares of McDonald's worth $31.2M as of Q2 2026.
  • NEOS Investment Management bought 10,630 McDonald's shares in Q2 2026, an estimated $3.05M.
  • McDonald's made up 0.12% of NEOS Investment Management's portfolio in Q2 2026, its #134 holding.
  • NEOS Investment Management first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's McDonald's position peaked at $32.6M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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