PS
MCD icon

Principal Securities’s McDonald's MCD Stock Holding History

Principal Securities’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 		$4.97M Sell
18,391
-3,348
-15% -$960K 0.06% 290
2026
Q1 		$6.76M Buy
21,739
+2,740
+14% +$873K 0.1% 187
2025
Q4 		$5.81M Buy
18,999
+1,774
+10% +$543K 0.09% 211
2025
Q3 		$5.23M Buy
17,225
+1,976
+13% +$601K 0.09% 220
2025
Q2 		$4.46M Buy
15,249
+4,143
+37% +$1.28M 0.08% 236
2025
Q1 		$3.22M Buy
11,106
+7
+0.1% +$2.09K 0.07% 256
2024
Q4 		$3.22M Buy
11,099
+966
+10% +$288K 0.07% 255
2024
Q3 		$3.09M Buy
10,133
+380
+4% +$105K 0.07% 249
2024
Q2 		$2.49M Sell
9,753
-228
-2% -$60.5K 0.07% 258
2024
Q1 		$2.81M Buy
9,981
+388
+4% +$113K 0.09% 212
2023
Q4 		$2.84M Buy
+9,593
New +$2.61M 0.11% 184

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

Principal Securities's MCD Position: Q2 2026 in Review

Principal Securities reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $960K and leaving 18,391 shares worth $4.97M. The position accounts for 0.06% of the portfolio, ranked #290.

Principal Securities first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.76M in Q1 2026. 3,464 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Principal Securities held 18,391 shares of McDonald's worth $4.97M as of Q2 2026.
  • Principal Securities sold 3,348 McDonald's shares in Q2 2026, an estimated $960K.
  • McDonald's made up 0.06% of Principal Securities's portfolio in Q2 2026, its #290 holding.
  • Principal Securities first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's McDonald's position peaked at $6.76M in Q1 2026.
  • 3,464 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.