Note Advisors’s McDonald's MCD Stock Holding History

Note Advisors’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	$1.09M	Hold	4,027	–	–	0.47%	35
2026 Q1	$1.25M	Hold	4,027	–	–	0.63%	30
2025 Q4	$1.23M	Sell	4,027 -10	-0.2%	-$3.06K	0.63%	31
2025 Q3	$1.23M	Buy	4,037 +55	+1%	+$16.7K	0.73%	29
2025 Q2	$1.16M	Hold	3,982	–	–	0.8%	27
2025 Q1	$1.24M	Hold	3,982	–	–	1.03%	26
2024 Q4	$1.15M	Buy	+3,982	New	+$1.19M	1.02%	28

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

Note Advisors's MCD Position: Q2 2026 in Review

Note Advisors held its McDonald's (MCD) position steady in Q2 2026 at 4,027 shares worth $1.09M. The position accounts for 0.47% of the portfolio, ranked #35.

Note Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Note Advisors held 4,027 shares of McDonald's worth $1.09M as of Q2 2026.
Note Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.47% of Note Advisors's portfolio in Q2 2026, its #35 holding.
Note Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Note Advisors's McDonald's position peaked at $1.25M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.