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Ruggaard & Associates’s McDonald's MCD Stock Holding History

Ruggaard & Associates’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 		$297K Sell
1,099
-177
-14% -$50.8K 0.11% 103
2026
Q1 		$397K Buy
1,276
+31
+2% +$9.88K 0.16% 84
2025
Q4 		$380K Buy
1,245
+48
+4% +$14.7K 0.15% 85
2025
Q3 		$364K Buy
1,197
+3
+0.3% +$913 0.14% 84
2025
Q2 		$349K Sell
1,194
-14
-1% -$4.32K 0.14% 84
2025
Q1 		$377K Buy
1,208
+77
+7% +$23K 0.17% 78
2024
Q4 		$328K Buy
1,131
+6
+0.5% +$1.79K 0.14% 85
2024
Q3 		$343K Buy
1,125
+133
+13% +$36.7K 0.15% 90
2024
Q2 		$253K Buy
992
+53
+6% +$14.1K 0.12% 98
2024
Q1 		$265K Sell
939
-59
-6% -$17.2K 0.13% 99
2023
Q4 		$296K Buy
998
+25
+3% +$6.8K 0.16% 91
2023
Q3 		$256K Sell
973
-6
-0.6% -$1.71K 0.15% 91
2023
Q2 		$292K Buy
979
+30
+3% +$8.72K 0.17% 83
2023
Q1 		$265K Buy
+949
New +$254K 0.16% 86

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

Ruggaard & Associates's MCD Position: Q2 2026 in Review

Ruggaard & Associates reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $50.8K and leaving 1,099 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #103.

Ruggaard & Associates first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $397K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ruggaard & Associates held 1,099 shares of McDonald's worth $297K as of Q2 2026.
  • Ruggaard & Associates sold 177 McDonald's shares in Q2 2026, an estimated $50.8K.
  • McDonald's made up 0.11% of Ruggaard & Associates's portfolio in Q2 2026, its #103 holding.
  • Ruggaard & Associates first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Ruggaard & Associates's McDonald's position peaked at $397K in Q1 2026.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.