Partners Capital Investment Group’s McDonald's MCD Stock Holding History

Partners Capital Investment Group’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	$271K	Buy	+1,002	New	+$287K	0.01%	168
2024 Q1	–	Sell	-1,662	Closed	-$493K	–	205
2023 Q4	$493K	Buy	1,662 +503	+43%	+$137K	0.01%	177
2023 Q3	$305K	Buy	1,159 +121	+12%	+$34.5K	0.01%	196
2023 Q2	$310K	Buy	+1,038	New	+$302K	0.01%	188
2021 Q3	–	Sell	-2,575	Closed	-$595K	–	148
2021 Q2	$595K	Sell	2,575 -6,867	-73%	-$1.6M	0.03%	127
2021 Q1	$2.12M	Buy	+9,442	New	+$2.02M	0.09%	112
2017 Q2	–	Sell	-4,556	Closed	-$591K	–	62
2017 Q1	$591K	Hold	4,556	–	–	0.12%	44
2016 Q4	$555K	Sell	4,556 -1,116	-20%	-$131K	0.13%	50
2016 Q3	$654K	Buy	5,672 +647	+13%	+$76.7K	0.16%	48
2016 Q2	$605K	Hold	5,025	–	–	0.17%	47
2016 Q1	$632K	Sell	5,025 -3,085	-38%	-$369K	0.18%	44
2015 Q4	$958K	Buy	+8,110	New	+$907K	0.32%	24

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

Partners Capital Investment Group's MCD Position: Q2 2026 in Review

Partners Capital Investment Group opened a new position in McDonald's (MCD) in Q2 2026: 1,002 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Partners Capital Investment Group previously reported a position in MCD as recently as Q4 2023.

Partners Capital Investment Group first reported a position in MCD in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.12M in Q1 2021. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Partners Capital Investment Group held 1,002 shares of McDonald's worth $271K as of Q2 2026.
McDonald's was a new Partners Capital Investment Group position in Q2 2026.
McDonald's made up 0.01% of Partners Capital Investment Group's portfolio in Q2 2026, its #168 holding.
Partners Capital Investment Group first reported a position in McDonald's in Q4 2015 and has held it in 12 quarters since.
Partners Capital Investment Group's McDonald's position peaked at $2.12M in Q1 2021.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.