Newton One Investments’s McDonald's MCD Stock Holding History

Newton One 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	$290K	Buy	1,072 +7	+0.7%	+$2.01K	0.07%	37
2026 Q1	$331K	Buy	1,065 +6	+0.6%	+$1.91K	0.09%	34
2025 Q4	$324K	Buy	1,059 +7	+0.7%	+$2.14K	0.1%	35
2025 Q3	$320K	Buy	1,052 +6	+0.6%	+$1.83K	0.09%	36
2025 Q2	$306K	Buy	1,046 +6	+0.6%	+$1.85K	0.1%	37
2025 Q1	$325K	Buy	1,040 +6	+0.6%	+$1.79K	0.12%	31
2024 Q4	$300K	Buy	1,034 +6	+0.6%	+$1.79K	0.12%	34
2024 Q3	$313K	Buy	1,028 +6	+0.6%	+$1.65K	0.13%	32
2024 Q2	$261K	Buy	1,022 +6	+0.6%	+$1.59K	0.11%	35
2024 Q1	$286K	Buy	1,016 +6	+0.6%	+$1.75K	0.13%	32
2023 Q4	$299K	Sell	1,010 -33	-3%	-$8.98K	0.14%	33
2023 Q3	$275K	Buy	1,043 +6	+0.6%	+$1.71K	0.16%	32
2023 Q2	$309K	Buy	1,037 +5	+0.5%	+$1.45K	0.18%	30
2023 Q1	$288K	Hold	1,032	–	–	0.17%	30
2022 Q4	$272K	Hold	1,032	–	–	0.18%	30
2022 Q3	$238K	Hold	1,032	–	–	0.17%	29
2022 Q2	$255K	Hold	1,032	–	–	0.19%	28
2022 Q1	$255K	Hold	1,032	–	–	0.19%	29
2021 Q4	$277K	Buy	1,032 +3	+0.3%	+$757	0.2%	28
2021 Q3	$248K	Buy	1,029 +3	+0.3%	+$716	0.18%	28
2021 Q2	$237K	Buy	1,026 +454	+79%	+$106K	0.19%	28
2021 Q1	$128K	Buy	572 +3	+0.5%	+$642	0.11%	34
2020 Q4	$122K	Buy	+569	New	+$124K	0.12%	33

Other funds holding MCD

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Newton One Investments's MCD Position: Q2 2026 in Review

Newton One Investments increased its McDonald's (MCD) stake by 0.66% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,072 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #37.

Newton One Investments first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $331K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Newton One Investments held 1,072 shares of McDonald's worth $290K as of Q2 2026.
Newton One Investments bought 7 McDonald's shares in Q2 2026, an estimated $2.01K.
McDonald's made up 0.07% of Newton One Investments's portfolio in Q2 2026, its #37 holding.
Newton One Investments first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Newton One Investments's McDonald's position peaked at $331K in Q1 2026.
2,148 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.