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Osprey Private Wealth’s McDonald's MCD Stock Holding History

Osprey Private Wealth’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 		$6.38M Buy
23,617
+1,452
+7% +$416K 1.65% 23
2026
Q1 		$6.89M Buy
22,165
+2,842
+15% +$905K 1.99% 21
2025
Q4 		$5.91M Buy
19,323
+5,338
+38% +$1.63M 1.7% 22
2025
Q3 		$4.25M Buy
13,985
+4,045
+41% +$1.23M 1.54% 24
2025
Q2 		$2.92M Buy
9,940
+330
+3% +$102K 1.59% 24
2025
Q1 		$3M Buy
9,610
+825
+9% +$247K 1.78% 24
2024
Q4 		$2.55M Buy
8,785
+300
+4% +$89.5K 1.78% 25
2024
Q3 		$2.58M Buy
+8,485
New +$2.34M 1.81% 24

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 $3.37T AUM 44.26% 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

Osprey Private Wealth's MCD Position: Q2 2026 in Review

Osprey Private Wealth increased its McDonald's (MCD) stake by 6.6% in Q2 2026, buying an estimated $416K and bringing the position to 23,617 shares worth $6.38M. The position accounts for 1.65% of the portfolio, ranked #23.

Osprey Private Wealth first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.89M in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Osprey Private Wealth held 23,617 shares of McDonald's worth $6.38M as of Q2 2026.
  • Osprey Private Wealth bought 1,452 McDonald's shares in Q2 2026, an estimated $416K.
  • McDonald's made up 1.65% of Osprey Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Osprey Private Wealth first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Osprey Private Wealth's McDonald's position peaked at $6.89M in Q1 2026.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.