Orion Investment Company’s McDonald's MCD Stock Holding History

Orion Investment Company’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	$228K	Buy	844 +4	+0.5%	+$1.15K	0.07%	71
2026 Q1	$261K	Sell	840 -10	-1%	-$3.19K	0.08%	69
2025 Q4	$260K	Sell	850 -10	-1%	-$3.06K	0.08%	66
2025 Q3	$261K	Hold	860	–	–	0.08%	68
2025 Q2	$251K	Hold	860	–	–	0.09%	66
2025 Q1	$269K	Hold	860	–	–	0.11%	63
2024 Q4	$249K	Hold	860	–	–	0.1%	63
2024 Q3	$262K	Hold	860	–	–	0.1%	62
2024 Q2	$219K	Buy	+860	New	+$228K	0.09%	64

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Orion Investment Company's MCD Position: Q2 2026 in Review

Orion Investment Company increased its McDonald's (MCD) stake by 0.48% in Q2 2026, buying an estimated $1.15K and bringing the position to 844 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #71.

Orion Investment Company first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $269K in Q1 2025. 2,635 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Orion Investment Company held 844 shares of McDonald's worth $228K as of Q2 2026.
Orion Investment Company bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.07% of Orion Investment Company's portfolio in Q2 2026, its #71 holding.
Orion Investment Company first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's McDonald's position peaked at $269K in Q1 2025.
2,635 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.