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Plato Investment Management’s McDonald's MCD Stock Holding History

Plato Investment 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 		$5.07M Buy
18,857
+29
+0.2% +$8.32K 0.29% 75
2026
Q1 		$5.85M Buy
18,828
+663
+4% +$211K 0.39% 54
2025
Q4 		$5.58M Sell
18,165
-281
-2% -$86.1K 0.36% 63
2025
Q3 		$5.56M Buy
18,446
+448
+2% +$136K 0.38% 56
2025
Q2 		$5.24M Buy
17,998
+398
+2% +$123K 0.39% 54
2025
Q1 		$5.56M Buy
17,600
+89
+0.5% +$26.6K 0.47% 37
2024
Q4 		$5.09M Hold
17,511
– – 0.37% 58
2024
Q3 		$5.33M Sell
17,511
-36
-0.2% -$9.92K 0.43% 45
2024
Q2 		$4.47M Buy
17,547
+453
+3% +$120K 0.42% 55
2024
Q1 		$4.82M Buy
17,094
+15,959
+1,406% +$4.64M 0.5% 42
2023
Q4 		$337K Buy
+1,135
New +$309K 0.41% 54

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

Plato Investment Management's MCD Position: Q2 2026 in Review

Plato Investment Management increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $8.32K and bringing the position to 18,857 shares worth $5.07M. The position accounts for 0.29% of the portfolio, ranked #75.

Plato Investment Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.85M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Plato Investment Management held 18,857 shares of McDonald's worth $5.07M as of Q2 2026.
  • Plato Investment Management bought 29 McDonald's shares in Q2 2026, an estimated $8.32K.
  • McDonald's made up 0.29% of Plato Investment Management's portfolio in Q2 2026, its #75 holding.
  • Plato Investment Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's McDonald's position peaked at $5.85M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.