RRA
MCD icon

Round Rock Advisors’s McDonald's MCD Stock Holding History

Round Rock 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 		$563K Sell
2,082
-10
-0.5% -$2.87K 0.07% 197
2026
Q1 		$650K Sell
2,092
-1
-0% -$319 0.1% 161
2025
Q4 		$640K Buy
2,093
+10
+0.5% +$3.06K 0.1% 163
2025
Q3 		$633K Sell
2,083
-2
-0.1% -$609 0.1% 139
2025
Q2 		$609K Buy
2,085
+856
+70% +$264K 0.11% 126
2025
Q1 		$384K Buy
1,229
+13
+1% +$3.89K 0.07% 149
2024
Q4 		$353K Buy
+1,216
New +$363K 0.07% 156

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

Round Rock Advisors's MCD Position: Q2 2026 in Review

Round Rock Advisors reduced its McDonald's (MCD) stake by 0.48% in Q2 2026, selling an estimated $2.87K and leaving 2,082 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #197.

Round Rock Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $650K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Round Rock Advisors held 2,082 shares of McDonald's worth $563K as of Q2 2026.
  • Round Rock Advisors sold 10 McDonald's shares in Q2 2026, an estimated $2.87K.
  • McDonald's made up 0.07% of Round Rock Advisors's portfolio in Q2 2026, its #197 holding.
  • Round Rock Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Round Rock Advisors's McDonald's position peaked at $650K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.