OAM
MCD icon

Occidental Asset Management’s McDonald's MCD Stock Holding History

Occidental Asset 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 		$323K Sell
1,195
-250
-17% -$71.7K 0.03% 238
2026
Q1 		$449K Sell
1,445
-4
-0.3% -$1.27K 0.05% 174
2025
Q4 		$443K Buy
1,449
+56
+4% +$17.2K 0.05% 169
2025
Q3 		$423K Sell
1,393
-478
-26% -$145K 0.05% 176
2025
Q2 		$547K Sell
1,871
-176
-9% -$54.3K 0.08% 139
2025
Q1 		$639K Buy
2,047
+499
+32% +$149K 0.1% 125
2024
Q4 		$449K Sell
1,548
-44
-3% -$13.1K 0.07% 139
2024
Q3 		$485K Buy
1,592
+202
+15% +$55.7K 0.08% 147
2024
Q2 		$354K Buy
1,390
+250
+22% +$66.3K 0.06% 153
2024
Q1 		$321K Buy
1,140
+31
+3% +$9.02K 0.06% 153
2023
Q4 		$329K Sell
1,109
-2
-0.2% -$544 0.07% 159
2023
Q3 		$293K Buy
1,111
+17
+2% +$4.85K 0.07% 163
2023
Q2 		$326K Hold
1,094
– – 0.07% 169
2023
Q1 		$306K Hold
1,094
– – 0.08% 162
2022
Q4 		$288K Hold
1,094
– – 0.08% 162
2022
Q3 		$252K Hold
1,094
– – 0.08% 157
2022
Q2 		$270K Sell
1,094
-21
-2% -$5.17K 0.08% 153
2022
Q1 		$276K Sell
1,115
-29
-3% -$7.22K 0.07% 163
2021
Q4 		$307K Hold
1,144
– – 0.07% 167
2021
Q3 		$276K Hold
1,144
– – 0.07% 176
2021
Q2 		$264K Sell
1,144
-87
-7% -$20.2K 0.07% 180
2021
Q1 		$276K Buy
+1,231
New +$263K 0.08% 166
2020
Q1 		– Sell
-1,223
Closed -$242K – 159
2019
Q4 		$242K Hold
1,223
– – 0.1% 137
2019
Q3 		$263K Hold
1,223
– – 0.11% 131
2019
Q2 		$254K Buy
+1,223
New +$242K 0.11% 132

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

Occidental Asset Management's MCD Position: Q2 2026 in Review

Occidental Asset Management reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $71.7K and leaving 1,195 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #238.

Occidental Asset Management first reported a position in MCD in Q2 2019 and has held it in 25 quarters since. The position peaked at $639K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Occidental Asset Management held 1,195 shares of McDonald's worth $323K as of Q2 2026.
  • Occidental Asset Management sold 250 McDonald's shares in Q2 2026, an estimated $71.7K.
  • McDonald's made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #238 holding.
  • Occidental Asset Management first reported a position in McDonald's in Q2 2019 and has held it in 25 quarters since.
  • Occidental Asset Management's McDonald's position peaked at $639K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.