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Regatta Capital Group’s McDonald's MCD Stock Holding History

Regatta Capital Group’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 		$2.15M Buy
7,967
+681
+9% +$195K 0.29% 62
2026
Q1 		$2.26M Buy
7,286
+30
+0.4% +$9.56K 0.34% 52
2025
Q4 		$2.22M Buy
7,256
+19
+0.3% +$5.82K 0.33% 50
2025
Q3 		$2.2M Sell
7,237
-70
-1% -$21.3K 0.35% 53
2025
Q2 		$2.13M Sell
7,307
-149
-2% -$45.9K 0.37% 47
2025
Q1 		$2.33M Buy
7,456
+242
+3% +$72.4K 0.45% 41
2024
Q4 		$2.09M Sell
7,214
-2,485
-26% -$741K 0.41% 42
2024
Q3 		$2.95M Buy
9,699
+85
+0.9% +$23.4K 0.57% 33
2024
Q2 		$2.45M Sell
9,614
-339
-3% -$89.9K 0.53% 38
2024
Q1 		$2.81M Buy
9,953
+623
+7% +$181K 0.63% 33
2023
Q4 		$2.77M Buy
9,330
+111
+1% +$30.2K 0.73% 30
2023
Q3 		$2.43M Buy
9,219
+30
+0.3% +$8.56K 0.77% 25
2023
Q2 		$2.74M Sell
9,189
-65
-0.7% -$18.9K 0.87% 20
2023
Q1 		$2.44M Hold
9,254
– – 0.87% 23
2022
Q4 		$2.44M Buy
9,254
+752
+9% +$198K 0.87% 23
2022
Q3 		$2.1M Buy
8,502
+3,238
+62% +$828K 0.86% 24
2022
Q2 		$1.3M Sell
5,264
-3,234
-38% -$796K 0.62% 43
2022
Q1 		$2.1M Sell
8,498
-405
-5% -$101K 0.72% 30
2021
Q4 		$2.39M Buy
+8,903
New +$2.25M 0.83% 29

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

Regatta Capital Group's MCD Position: Q2 2026 in Review

Regatta Capital Group increased its McDonald's (MCD) stake by 9.3% in Q2 2026, buying an estimated $195K and bringing the position to 7,967 shares worth $2.15M. The position accounts for 0.29% of the portfolio, ranked #62.

Regatta Capital Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.95M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Regatta Capital Group held 7,967 shares of McDonald's worth $2.15M as of Q2 2026.
  • Regatta Capital Group bought 681 McDonald's shares in Q2 2026, an estimated $195K.
  • McDonald's made up 0.29% of Regatta Capital Group's portfolio in Q2 2026, its #62 holding.
  • Regatta Capital Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's McDonald's position peaked at $2.95M in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.