Orion Capital Management’s McDonald's MCD Stock Holding History

Orion Capital 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	$395K	Buy	1,463 +1	+0.1%	+$287	0.12%	99
2026 Q1	$454K	Hold	1,462	–	–	0.16%	87
2025 Q4	$447K	Sell	1,462 -411	-22%	-$126K	0.15%	90
2025 Q3	$569K	Buy	1,873 +1	+0.1%	+$304	0.2%	78
2025 Q2	$547K	Hold	1,872	–	–	0.21%	75
2025 Q1	$585K	Buy	1,872 +1,121	+149%	+$335K	0.25%	68
2024 Q4	$218K	Hold	751	–	–	0.1%	118
2024 Q3	$229K	Hold	751	–	–	0.11%	114
2024 Q2	$191K	Hold	751	–	–	0.1%	120
2024 Q1	$212K	Hold	751	–	–	0.11%	118
2023 Q4	$223K	Hold	751	–	–	0.13%	114
2023 Q3	$198K	Hold	751	–	–	0.13%	116
2023 Q2	$224K	Buy	751 +11	+1%	+$3.2K	0.15%	115
2023 Q1	$207K	Hold	740	–	–	0.14%	110
2022 Q4	$195K	Hold	740	–	–	0.14%	110
2022 Q3	$171K	Buy	740 +340	+85%	+$86.9K	0.14%	110
2022 Q2	$99K	Hold	400	–	–	0.08%	151
2022 Q1	$99K	Hold	400	–	–	0.06%	167
2021 Q4	$107K	Hold	400	–	–	0.06%	158
2021 Q3	$96K	Hold	400	–	–	0.06%	161
2021 Q2	$92K	Hold	400	–	–	0.06%	151
2021 Q1	$90K	Hold	400	–	–	0.06%	140
2020 Q4	$86K	Buy	+400	New	+$87K	0.06%	131

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

Orion Capital Management's MCD Position: Q2 2026 in Review

Orion Capital Management increased its McDonald's (MCD) stake by 0.07% in Q2 2026, buying an estimated $287 and bringing the position to 1,463 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #99.

Orion Capital Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $585K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Orion Capital Management held 1,463 shares of McDonald's worth $395K as of Q2 2026.
Orion Capital Management bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.12% of Orion Capital Management's portfolio in Q2 2026, its #99 holding.
Orion Capital Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Orion Capital Management's McDonald's position peaked at $585K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.