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Okabena Investment Services’s McDonald's MCD Stock Holding History

Okabena Investment Services’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 		$680K Buy
2,517
+261
+12% +$74.8K 0.12% 96
2026
Q1 		$701K Sell
2,256
-167
-7% -$53.2K 0.14% 97
2025
Q4 		$741K Sell
2,423
-835
-26% -$256K 0.14% 96
2025
Q3 		$990K Buy
3,258
+2,473
+315% +$753K 0.19% 82
2025
Q2 		$229K Hold
785
– – 0.05% 127
2025
Q1 		$245K Sell
785
-175
-18% -$52.3K 0.06% 120
2024
Q4 		$278K Hold
960
– – 0.08% 108
2024
Q3 		$292K Hold
960
– – 0.08% 103
2024
Q2 		$245K Sell
960
-2,640
-73% -$700K 0.08% 108
2024
Q1 		$1.02M Sell
3,600
-153
-4% -$44.5K 0.34% 67
2023
Q4 		$1.11M Buy
+3,753
New +$1.02M 0.43% 61
2023
Q3 		– Sell
-70
Closed -$20.9K – 129
2023
Q2 		$20.9K Sell
70
-1,850
-96% -$537K 0.02% 90
2023
Q1 		$537K Sell
1,920
-75
-4% -$20.1K 0.38% 51
2022
Q4 		$526K Sell
1,995
-1,633
-45% -$431K 0.35% 63
2022
Q3 		$837K Buy
3,628
+1,920
+112% +$491K 0.4% 65
2022
Q2 		$422K Hold
1,708
– – 0.22% 70
2022
Q1 		$422K Hold
1,708
– – 0.18% 82
2021
Q4 		$458K Buy
1,708
+28
+2% +$7.07K 0.17% 80
2021
Q3 		$405K Hold
1,680
– – 0.21% 67
2021
Q2 		$388K Buy
+1,680
New +$391K 0.18% 66

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 $3.38T AUM 44.17% 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

Okabena Investment Services's MCD Position: Q2 2026 in Review

Okabena Investment Services increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $74.8K and bringing the position to 2,517 shares worth $680K. The position accounts for 0.12% of the portfolio, ranked #96.

Okabena Investment Services first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q4 2023. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Okabena Investment Services held 2,517 shares of McDonald's worth $680K as of Q2 2026.
  • Okabena Investment Services bought 261 McDonald's shares in Q2 2026, an estimated $74.8K.
  • McDonald's made up 0.12% of Okabena Investment Services's portfolio in Q2 2026, its #96 holding.
  • Okabena Investment Services first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
  • Okabena Investment Services's McDonald's position peaked at $1.11M in Q4 2023.
  • 3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.