Philadelphia Investment Partners’s McDonald's MCD Stock Holding History

Philadelphia Investment Partners’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	$2.99K	Sell	11 -14	-56%	-$4.01K	﹤0.01%	164
2026 Q1	$7.81K	Buy	+25	New	+$7.96K	0.01%	139

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

Philadelphia Investment Partners's MCD Position: Q2 2026 in Review

Philadelphia Investment Partners reduced its McDonald's (MCD) stake by 56% in Q2 2026, selling an estimated $4.01K and leaving 11 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Philadelphia Investment Partners first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.81K in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Philadelphia Investment Partners held 11 shares of McDonald's worth $2.99K as of Q2 2026.
Philadelphia Investment Partners sold 14 McDonald's shares in Q2 2026, an estimated $4.01K.
McDonald's made up ﹤0.01% of Philadelphia Investment Partners's portfolio in Q2 2026, its #164 holding.
Philadelphia Investment Partners first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
Philadelphia Investment Partners's McDonald's position peaked at $7.81K in Q1 2026.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.