New England Research & Management’s McDonald's MCD Stock Holding History

New England Research & 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	$1.88M	Sell	6,969 -750	-10%	-$215K	0.73%	43
2026 Q1	$2.4M	Sell	7,719 -90	-1%	-$28.7K	1.01%	29
2025 Q4	$2.39M	Buy	7,809 +2,650	+51%	+$812K	1.04%	31
2025 Q3	$1.57M	Hold	5,159	–	–	0.72%	43
2025 Q2	$1.51M	Buy	5,159 +130	+3%	+$40.1K	0.72%	45
2025 Q1	$1.57M	Sell	5,029 -85	-2%	-$25.4K	0.8%	43
2024 Q4	$1.48M	Sell	5,114 -323	-6%	-$96.3K	0.75%	42
2024 Q3	$1.66M	Sell	5,437 -30	-0.5%	-$8.27K	0.78%	45
2024 Q2	$1.39M	Sell	5,467 -50	-0.9%	-$13.3K	0.67%	50
2024 Q1	$1.56M	Buy	5,517 +1,085	+24%	+$316K	0.76%	44
2023 Q4	$1.31M	Hold	4,432	–	–	0.7%	51
2023 Q3	$1.17M	Hold	4,432	–	–	0.67%	57
2023 Q2	$1.32M	Sell	4,432 -1,010	-19%	-$293K	0.77%	52
2023 Q1	$1.52M	Buy	5,442 +725	+15%	+$194K	0.89%	35
2022 Q4	$1.24M	Sell	4,717 -400	-8%	-$106K	0.71%	45
2022 Q3	$1.18M	Sell	5,117 -860	-14%	-$220K	0.74%	42
2022 Q2	$1.48M	Hold	5,977	–	–	0.86%	35
2022 Q1	$1.48M	Sell	5,977 -65	-1%	-$16.2K	0.77%	43
2021 Q4	$1.62M	Hold	6,042	–	–	0.78%	42
2021 Q3	$1.46M	Sell	6,042 -10	-0.2%	-$2.39K	0.76%	42
2021 Q2	$1.4M	Sell	6,052 -670	-10%	-$156K	0.72%	48
2021 Q1	$1.51M	Sell	6,722 -545	-7%	-$117K	0.83%	41
2020 Q4	$1.56M	Buy	7,267 +2,300	+46%	+$500K	0.96%	31
2020 Q3	$1.09M	Hold	4,967	–	–	0.79%	42
2020 Q2	$916K	Hold	4,967	–	–	0.66%	57
2020 Q1	$821K	Sell	4,967 -450	-8%	-$88.7K	0.7%	50
2019 Q4	$1.07M	Buy	5,417 +2,050	+61%	+$407K	0.72%	47
2019 Q3	$723K	Hold	3,367	–	–	0.52%	68
2019 Q2	$699K	Sell	3,367 -2,100	-38%	-$416K	0.47%	78
2019 Q1	$1.04M	Buy	5,467 +2,100	+62%	+$381K	0.7%	50
2018 Q4	$598K	Hold	3,367	–	–	0.47%	77
2018 Q3	$563K	Hold	3,367	–	–	0.37%	96
2018 Q2	$528K	Hold	3,367	–	–	0.35%	104
2018 Q1	$527K	Hold	3,367	–	–	0.35%	100
2017 Q4	$580K	Hold	3,367	–	–	0.42%	89
2017 Q3	$528K	Sell	3,367 -300	-8%	-$47K	0.39%	90
2017 Q2	$562K	Hold	3,667	–	–	0.42%	86
2017 Q1	$475K	Sell	3,667 -6,527	-64%	-$819K	0.37%	92
2016 Q4	$1.24M	Buy	10,194 +1,827	+22%	+$214K	0.97%	25
2016 Q3	$965K	Buy	8,367 +4,850	+138%	+$575K	0.81%	39
2016 Q2	$423K	Hold	3,517	–	–	0.36%	94
2016 Q1	$442K	Buy	3,517 +326	+10%	+$39K	0.38%	97
2015 Q4	$377K	Buy	3,191 +71	+2%	+$7.94K	0.33%	107
2015 Q3	$307K	Hold	3,120	–	–	0.29%	121
2015 Q2	$297K	Sell	3,120 -2,470	-44%	-$239K	0.24%	134
2015 Q1	$545K	Sell	5,590 -769	-12%	-$73K	0.47%	82
2014 Q4	$596K	Buy	6,359 +274	+5%	+$25.6K	0.51%	81
2014 Q3	$577K	Sell	6,085 -800	-12%	-$76.3K	0.5%	87
2014 Q2	$694K	Hold	6,885	–	–	0.62%	68
2014 Q1	$675K	Sell	6,885 -200	-3%	-$19.1K	0.62%	71
2013 Q4	$687K	Buy	+7,085	New	+$681K	0.66%	52

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

New England Research & Management's MCD Position: Q2 2026 in Review

New England Research & Management reduced its McDonald's (MCD) stake by 9.7% in Q2 2026, selling an estimated $215K and leaving 6,969 shares worth $1.88M. The position accounts for 0.73% of the portfolio, ranked #43.

New England Research & Management first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.4M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

New England Research & Management held 6,969 shares of McDonald's worth $1.88M as of Q2 2026.
New England Research & Management sold 750 McDonald's shares in Q2 2026, an estimated $215K.
McDonald's made up 0.73% of New England Research & Management's portfolio in Q2 2026, its #43 holding.
New England Research & Management first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
New England Research & Management's McDonald's position peaked at $2.4M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.