Roehl & Yi Investment Advisors’s McDonald's MCD Stock Holding History

Roehl & Yi Investment 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	$243K	Buy	13,457 +40	+0.3%	+$11.5K	0.08%	166
2026 Q1	$266K	Sell	13,417 -38	-0.3%	-$12.1K	0.1%	142
2025 Q4	$273K	Sell	13,455 -4	-0%	-$1.23K	0.11%	137
2025 Q3	$273K	Buy	13,459 +12,600	+1,467%	+$3.83M	0.12%	130
2025 Q2	$251K	Sell	859 -25	-3%	-$7.71K	0.13%	126
2025 Q1	$276K	Buy	884 +16	+2%	+$4.79K	0.15%	121
2024 Q4	$252K	Buy	+868	New	+$259K	0.14%	123

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

Roehl & Yi Investment Advisors's MCD Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its McDonald's (MCD) stake by 0.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 13,457 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #166.

Roehl & Yi Investment Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q1 2025. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Roehl & Yi Investment Advisors held 13,457 shares of McDonald's worth $243K as of Q2 2026.
Roehl & Yi Investment Advisors bought 40 McDonald's shares in Q2 2026, an estimated $11.5K.
McDonald's made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #166 holding.
Roehl & Yi Investment Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's McDonald's position peaked at $276K in Q1 2025.
3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.