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Prudent Man Advisors’s McDonald's MCD Stock Holding History

Prudent Man 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 		$695K Buy
2,572
+268
+12% +$76.8K 0.16% 103
2026
Q1 		$716K Buy
2,304
+787
+52% +$251K 0.21% 90
2025
Q4 		$464K Sell
1,517
-21
-1% -$6.43K 0.17% 95
2025
Q3 		$467K Sell
1,538
-1,602
-51% -$488K 0.17% 94
2025
Q2 		$917K Sell
3,140
-47
-1% -$14.5K 0.29% 81
2025
Q1 		$996K Buy
3,187
+80
+3% +$23.9K 0.36% 64
2024
Q4 		$901K Sell
3,107
-474
-13% -$141K 0.33% 69
2024
Q3 		$1.09M Buy
3,581
+546
+18% +$150K 0.36% 65
2024
Q2 		$773K Buy
3,035
+117
+4% +$31K 0.27% 85
2024
Q1 		$823K Buy
2,918
+146
+5% +$42.5K 0.31% 77
2023
Q4 		$822K Sell
2,772
-179
-6% -$48.7K 0.31% 74
2023
Q3 		$777K Buy
+2,951
New +$842K 0.31% 71
2021
Q3 		– Sell
-4,074
Closed -$941K – 219
2021
Q2 		$941K Sell
4,074
-29
-0.7% -$6.75K 0.36% 55
2021
Q1 		$920K Buy
4,103
+124
+3% +$26.5K 0.39% 57
2020
Q4 		$854K Sell
3,979
-56
-1% -$12.2K 0.36% 54
2020
Q3 		$885K Buy
4,035
+37
+0.9% +$7.6K 0.47% 44
2020
Q2 		$738K Buy
+3,998
New +$733K 0.65% 39

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

Prudent Man Advisors's MCD Position: Q2 2026 in Review

Prudent Man Advisors increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $76.8K and bringing the position to 2,572 shares worth $695K. The position accounts for 0.16% of the portfolio, ranked #103.

Prudent Man Advisors first reported a position in MCD in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Prudent Man Advisors held 2,572 shares of McDonald's worth $695K as of Q2 2026.
  • Prudent Man Advisors bought 268 McDonald's shares in Q2 2026, an estimated $76.8K.
  • McDonald's made up 0.16% of Prudent Man Advisors's portfolio in Q2 2026, its #103 holding.
  • Prudent Man Advisors first reported a position in McDonald's in Q2 2020 and has held it in 17 quarters since.
  • Prudent Man Advisors's McDonald's position peaked at $1.09M in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.