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Rockingstone Advisors’s McDonald's MCD Stock Holding History

Rockingstone 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 		$224K Buy
830
+16
+2% +$4.59K 0.09% 112
2026
Q1 		$253K Buy
814
+75
+10% +$23.9K 0.12% 103
2025
Q4 		$226K Buy
+739
New +$226K 0.1% 107

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockingstone Advisors's MCD Position: Q2 2026 in Review

Rockingstone Advisors increased its McDonald's (MCD) stake by 2% in Q2 2026, buying an estimated $4.59K and bringing the position to 830 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #112.

Rockingstone Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rockingstone Advisors held 830 shares of McDonald's worth $224K as of Q2 2026.
  • Rockingstone Advisors bought 16 McDonald's shares in Q2 2026, an estimated $4.59K.
  • McDonald's made up 0.09% of Rockingstone Advisors's portfolio in Q2 2026, its #112 holding.
  • Rockingstone Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Rockingstone Advisors's McDonald's position peaked at $253K in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.