Prism Advisors’s McDonald's MCD Stock Holding History

Prism Advisors’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	–	Sell	-723	Closed	-$225K	–	79
2026 Q1	$225K	Sell	723 -49	-6%	-$15.6K	0.06%	66
2025 Q4	$236K	Hold	772	–	–	0.06%	68
2025 Q3	$235K	Hold	772	–	–	0.06%	67
2025 Q2	$226K	Hold	772	–	–	0.06%	64
2025 Q1	$241K	Buy	772 +49	+7%	+$14.7K	0.07%	55
2024 Q4	$210K	Hold	723	–	–	0.06%	55
2024 Q3	$220K	Sell	723 -175	-19%	-$48.2K	0.06%	64
2024 Q2	$229K	Hold	898	–	–	0.07%	60
2024 Q1	$253K	Hold	898	–	–	0.08%	54
2023 Q4	$266K	Buy	+898	New	+$244K	0.09%	62
2023 Q3	–	Sell	-723	Closed	-$216K	–	62
2023 Q2	$216K	Hold	723	–	–	0.07%	49
2023 Q1	$202K	Buy	+723	New	+$194K	0.07%	49
2020 Q1	–	Sell	-1,095	Closed	-$216K	–	61
2019 Q4	$216K	Buy	1,095 +35	+3%	+$6.94K	0.11%	61
2019 Q3	$228K	Buy	1,060 +77	+8%	+$16.5K	0.13%	56
2019 Q2	$204K	Buy	+983	New	+$195K	0.12%	57

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

Prism Advisors's MCD Position: Q2 2026 in Review

Prism Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 723 shares — an estimated $225K sold.

Prism Advisors first reported a position in MCD in Q2 2019 and held it in 15 quarters. The position peaked at $266K in Q4 2023. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Prism Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Prism Advisors sold 723 McDonald's shares in Q2 2026, an estimated $225K.
Prism Advisors first reported a position in McDonald's in Q2 2019 and held it in 15 quarters.
Prism Advisors's McDonald's position peaked at $266K in Q4 2023.
3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.