Ruggiero Investments’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Sell
754
-49
-6% -$14.1K 0.17% 86
2026
Q1
$250K Buy
803
+48
+6% +$15.3K 0.24% 69
2025
Q4
$231K Buy
+755
New +$231K 0.21% 71

Other funds holding MCD

Ruggiero Investments's MCD Position: Q2 2026 in Review

Ruggiero Investments reduced its McDonald's (MCD) stake by 6.1% in Q2 2026, selling an estimated $14.1K and leaving 754 shares worth $204K. The position accounts for 0.17% of the portfolio, ranked #86.

Ruggiero Investments first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ruggiero Investments held 754 shares of McDonald's worth $204K as of Q2 2026.
  • Ruggiero Investments sold 49 McDonald's shares in Q2 2026, an estimated $14.1K.
  • McDonald's made up 0.17% of Ruggiero Investments's portfolio in Q2 2026, its #86 holding.
  • Ruggiero Investments first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Ruggiero Investments's McDonald's position peaked at $250K in Q1 2026.
  • 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.