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Rogco LP’s McDonald's MCD Stock Holding History

Rogco LP’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 		$1.11M Buy
4,096
+224
+6% +$64.2K 0.34% 44
2026
Q1 		$1.2M Sell
3,872
-51
-1% -$16.2K 0.4% 32
2025
Q4 		$1.2M Sell
3,923
-5
-0.1% -$1.53K 0.4% 36
2025
Q3 		$1.19M Buy
3,928
+12
+0.3% +$3.65K 0.42% 34
2025
Q2 		$1.14M Sell
3,916
-312
-7% -$96.2K 0.43% 34
2025
Q1 		$1.32M Buy
4,228
+140
+3% +$41.9K 0.53% 32
2024
Q4 		$1.19M Sell
4,088
-276
-6% -$82.3K 0.48% 35
2024
Q3 		$1.33M Sell
4,364
-311
-7% -$85.7K 0.52% 34
2024
Q2 		$1.19M Sell
4,675
-369
-7% -$97.9K 0.49% 35
2024
Q1 		$1.42M Buy
5,044
+497
+11% +$145K 0.58% 30
2023
Q4 		$1.35M Sell
4,547
-16
-0.4% -$4.36K 0.59% 34
2023
Q3 		$1.2M Buy
+4,563
New +$1.3M 0.59% 32

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

Rogco LP's MCD Position: Q2 2026 in Review

Rogco LP increased its McDonald's (MCD) stake by 5.8% in Q2 2026, buying an estimated $64.2K and bringing the position to 4,096 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #44.

Rogco LP first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q1 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rogco LP held 4,096 shares of McDonald's worth $1.11M as of Q2 2026.
  • Rogco LP bought 224 McDonald's shares in Q2 2026, an estimated $64.2K.
  • McDonald's made up 0.34% of Rogco LP's portfolio in Q2 2026, its #44 holding.
  • Rogco LP first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
  • Rogco LP's McDonald's position peaked at $1.42M in Q1 2024.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.