Occudo Quantitative Strategies’s McDonald's MCD Stock Holding History

Occudo Quantitative Strategies’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	$11M	Buy	+40,656	New	+$11.7M	0.58%	32
2026 Q1	–	Sell	-19,585	Closed	-$5.99M	–	855
2025 Q4	$5.99M	Buy	+19,585	New	+$6M	0.4%	74
2023 Q4	–	Sell	-1,530	Closed	-$403K	–	1033
2023 Q3	$403K	Buy	+1,530	New	+$436K	0.05%	567
2022 Q4	–	Sell	-5,094	Closed	-$1.18M	–	1206
2022 Q3	$1.18M	Buy	+5,094	New	+$1.3M	0.09%	342
2022 Q1	–	Sell	-9,405	Closed	-$2.52M	–	1243
2021 Q4	$2.52M	Buy	+9,405	New	+$2.37M	0.22%	117

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

Occudo Quantitative Strategies's MCD Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in McDonald's (MCD) in Q2 2026: 40,656 shares worth $11M. The stake represents 0.58% of the portfolio and ranks #32 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in MCD as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in MCD in Q4 2021 and has held it in 5 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Occudo Quantitative Strategies held 40,656 shares of McDonald's worth $11M as of Q2 2026.
McDonald's was a new Occudo Quantitative Strategies position in Q2 2026.
McDonald's made up 0.58% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #32 holding.
Occudo Quantitative Strategies first reported a position in McDonald's in Q4 2021 and has held it in 5 quarters since.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.