RW Investment Management’s McDonald's MCD Stock Holding History

RW Investment Management’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	$270K	Hold	997	–	–	0.02%	99
2026 Q1	$310K	Buy	+997	New	+$318K	0.03%	88
2025 Q3	$303K	Hold	997	–	–	0.03%	85
2025 Q2	$291K	Hold	997	–	–	0.03%	88
2025 Q1	$311K	Hold	997	–	–	0.04%	75
2024 Q4	$289K	Hold	997	–	–	0.04%	80
2024 Q3	$304K	Hold	997	–	–	0.04%	78
2024 Q2	$254K	Hold	997	–	–	0.03%	80
2024 Q1	$281K	Buy	997 +81	+9%	+$23.6K	0.04%	77
2023 Q4	$272K	Hold	916	–	–	0.04%	74
2023 Q3	$241K	Hold	916	–	–	0.04%	75
2023 Q2	$273K	Hold	916	–	–	0.06%	71
2023 Q1	$256K	Hold	916	–	–	0.07%	72
2022 Q4	$241K	Buy	+916	New	+$242K	0.1%	71

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RW Investment Management's MCD Position: Q2 2026 in Review

RW Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 997 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #99.

RW Investment Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $311K in Q1 2025. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

RW Investment Management held 997 shares of McDonald's worth $270K as of Q2 2026.
RW Investment Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.02% of RW Investment Management's portfolio in Q2 2026, its #99 holding.
RW Investment Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's McDonald's position peaked at $311K in Q1 2025.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.