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Richmond Brothers’s McDonald's MCD Stock Holding History

Richmond Brothers’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
+7,963
New +$2.28M 1.12% 32
2024
Q4 		– Sell
-689
Closed -$210K – 35
2024
Q3 		$210K Sell
689
-259
-27% -$71.4K 0.13% 31
2024
Q2 		$242K Hold
948
– – 0.48% 19
2024
Q1 		$267K Sell
948
-254
-21% -$73.9K 0.5% 20
2023
Q4 		$356K Sell
1,202
-85
-7% -$23.1K 0.62% 16
2023
Q3 		$339K Sell
1,287
-254
-16% -$72.4K 0.64% 14
2023
Q2 		$460K Sell
1,541
-88
-5% -$25.6K 0.75% 14
2023
Q1 		$455K Sell
1,629
-282
-15% -$75.6K 0.77% 13
2022
Q4 		$504K Sell
1,911
-39
-2% -$10.3K 0.71% 14
2022
Q3 		$450K Sell
1,950
-134
-6% -$34.3K 0.5% 18
2022
Q2 		$515K Sell
2,084
-60
-3% -$14.8K 0.53% 17
2022
Q1 		$531K Sell
2,144
-386
-15% -$96.2K 0.41% 17
2021
Q4 		$679K Buy
+2,530
New +$639K 0.49% 16

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

Richmond Brothers's MCD Position: Q2 2026 in Review

Richmond Brothers opened a new position in McDonald's (MCD) in Q2 2026: 7,963 shares worth $2.15M. The stake represents 1.12% of the portfolio and ranks #32 among its holdings. This is a return to the name: Richmond Brothers previously reported a position in MCD as recently as Q3 2024.

Richmond Brothers first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Richmond Brothers held 7,963 shares of McDonald's worth $2.15M as of Q2 2026.
  • McDonald's was a new Richmond Brothers position in Q2 2026.
  • McDonald's made up 1.12% of Richmond Brothers's portfolio in Q2 2026, its #32 holding.
  • Richmond Brothers first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.