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Rothschild Capital Partners’s McDonald's MCD Stock Holding History

Rothschild Capital Partners’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 		$560K Buy
2,070
+54
+3% +$15.5K 0.12% 72
2026
Q1 		$627K Buy
2,016
+1,096
+119% +$349K 0.15% 62
2025
Q4 		$281K Hold
920
– – 0.07% 68
2025
Q3 		$280K Hold
920
– – 0.07% 77
2025
Q2 		$269K Hold
920
– – 0.07% 71
2025
Q1 		$287K Buy
+920
New +$275K 0.08% 68

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

Rothschild Capital Partners's MCD Position: Q2 2026 in Review

Rothschild Capital Partners increased its McDonald's (MCD) stake by 2.7% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,070 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #72.

Rothschild Capital Partners first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $627K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rothschild Capital Partners held 2,070 shares of McDonald's worth $560K as of Q2 2026.
  • Rothschild Capital Partners bought 54 McDonald's shares in Q2 2026, an estimated $15.5K.
  • McDonald's made up 0.12% of Rothschild Capital Partners's portfolio in Q2 2026, its #72 holding.
  • Rothschild Capital Partners first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Rothschild Capital Partners's McDonald's position peaked at $627K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.