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

Rakuten 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	$31M	Buy	116,204 +10,513	+10%	+$3.01M	0.09%	65
2026 Q1	$32.6M	Buy	105,691 +11,946	+13%	+$3.81M	0.07%	57
2025 Q4	$28.9M	Buy	93,745 +93,271	+19,677%	+$28.6M	0.1%	66
2025 Q3	$901K	Buy	+474	New	+$144K	﹤0.01%	491
2025 Q1	$20.1M	Buy	+65,499	New	+$19.6M	0.09%	57
2024 Q3	$12.4M	Buy	40,708 +10,018	+33%	+$2.76M	0.07%	48
2024 Q2	$7.92M	Buy	30,690 +11,185	+57%	+$2.97M	0.05%	55
2024 Q1	$5.5M	Buy	19,505 +17,709	+986%	+$5.15M	0.04%	52
2023 Q4	$531K	Buy	+1,796	New	+$489K	﹤0.01%	51

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

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

Rakuten Investment Management increased its McDonald's (MCD) stake by 9.9% in Q2 2026, buying an estimated $3.01M and bringing the position to 116,204 shares worth $31M. The position accounts for 0.09% of the portfolio, ranked #65.

Rakuten Investment Management first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. The position peaked at $32.6M in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Rakuten Investment Management held 116,204 shares of McDonald's worth $31M as of Q2 2026.
Rakuten Investment Management bought 10,513 McDonald's shares in Q2 2026, an estimated $3.01M.
McDonald's made up 0.09% of Rakuten Investment Management's portfolio in Q2 2026, its #65 holding.
Rakuten Investment Management first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's McDonald's position peaked at $32.6M in Q1 2026.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.