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

Rockbridge 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 		$366K Buy
1,353
+12
+0.9% +$3.44K 0.03% 115
2026
Q1 		$417K Buy
1,341
+140
+12% +$44.6K 0.04% 104
2025
Q4 		$367K Buy
1,201
+155
+15% +$47.5K 0.03% 104
2025
Q3 		$318K Sell
1,046
-17
-2% -$5.17K 0.03% 111
2025
Q2 		$311K Hold
1,063
– – 0.03% 108
2025
Q1 		$332K Buy
1,063
+254
+31% +$76K 0.04% 102
2024
Q4 		$235K Hold
809
– – 0.03% 120
2024
Q3 		$246K Buy
+809
New +$223K 0.03% 111
2024
Q2 		– Sell
-736
Closed -$208K – 122
2024
Q1 		$208K Sell
736
-2
-0.3% -$582 0.03% 114
2023
Q4 		$219K Buy
+738
New +$201K 0.03% 110
2023
Q3 		– Sell
-885
Closed -$264K – 109
2023
Q2 		$264K Buy
885
+13
+1% +$3.78K 0.05% 95
2023
Q1 		$244K Buy
+872
New +$234K 0.04% 96
2022
Q4 		– Sell
-929
Closed -$214K – 109
2022
Q3 		$214K Buy
929
+280
+43% +$71.6K 0.05% 93
2022
Q2 		$160K Sell
649
-409
-39% -$101K 0.03% 116
2022
Q1 		$264K Buy
1,058
+237
+29% +$59K 0.04% 132
2021
Q4 		$220K Buy
821
+114
+16% +$28.8K 0.03% 168
2021
Q3 		$170K Buy
707
+261
+59% +$62.3K 0.03% 177
2021
Q2 		$103K Hold
446
– – 0.02% 223
2021
Q1 		$100K Sell
446
-100
-18% -$21.4K 0.02% 212
2020
Q4 		$117K Buy
546
+87
+19% +$18.9K 0.02% 185
2020
Q3 		$101K Hold
459
– – 0.02% 188
2020
Q2 		$85K Buy
+459
New +$84.2K 0.02% 181

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

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

Rockbridge Investment Management increased its McDonald's (MCD) stake by 0.89% in Q2 2026, buying an estimated $3.44K and bringing the position to 1,353 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #115.

Rockbridge Investment Management first reported a position in MCD in Q2 2020 and has held it in 22 quarters since. The position peaked at $417K in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rockbridge Investment Management held 1,353 shares of McDonald's worth $366K as of Q2 2026.
  • Rockbridge Investment Management bought 12 McDonald's shares in Q2 2026, an estimated $3.44K.
  • McDonald's made up 0.03% of Rockbridge Investment Management's portfolio in Q2 2026, its #115 holding.
  • Rockbridge Investment Management first reported a position in McDonald's in Q2 2020 and has held it in 22 quarters since.
  • Rockbridge Investment Management's McDonald's position peaked at $417K in Q1 2026.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.