OFS Enterprise’s McDonald's MCD Stock Holding History

OFS Enterprise’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	$591K	Sell	2,186 -222	-9%	-$63.7K	0.15%	57
2026 Q1	$748K	Buy	+2,408	New	+$767K	0.22%	48

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

OFS Enterprise's MCD Position: Q2 2026 in Review

OFS Enterprise reduced its McDonald's (MCD) stake by 9.2% in Q2 2026, selling an estimated $63.7K and leaving 2,186 shares worth $591K. The position accounts for 0.15% of the portfolio, ranked #57.

OFS Enterprise first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $748K in Q1 2026. 3,445 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

OFS Enterprise held 2,186 shares of McDonald's worth $591K as of Q2 2026.
OFS Enterprise sold 222 McDonald's shares in Q2 2026, an estimated $63.7K.
McDonald's made up 0.15% of OFS Enterprise's portfolio in Q2 2026, its #57 holding.
OFS Enterprise first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
OFS Enterprise's McDonald's position peaked at $748K in Q1 2026.
3,445 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on OFS Enterprise's 13F filing for Q2 2026, filed 8 Jul 2026.