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Saxon Interests’s McDonald's MCD Stock Holding History

Saxon Interests’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 		$1.02M Sell
3,787
-575
-13% -$165K 0.28% 73
2026
Q1 		$1.36M Buy
4,362
+2,726
+167% +$868K 0.47% 49
2025
Q4 		$500K Buy
1,636
+133
+9% +$40.7K 0.18% 119
2025
Q3 		$471K Buy
1,503
+175
+13% +$53.3K 0.18% 110
2025
Q2 		$415K Hold
1,328
– – 0.19% 116
2025
Q1 		$415K Sell
1,328
-1,998
-60% -$598K 0.19% 116
2024
Q4 		$964K Buy
3,326
+62
+2% +$18.5K 0.42% 58
2024
Q3 		$994K Sell
3,264
-87
-3% -$24K 0.45% 59
2024
Q2 		$854K Sell
3,351
-48
-1% -$12.7K 0.41% 64
2024
Q1 		$958K Buy
3,399
+218
+7% +$63.4K 0.46% 62
2023
Q4 		$943K Buy
+3,181
New +$866K 0.47% 61
2023
Q3 		– Sell
-2,927
Closed -$873K – 143
2023
Q2 		$873K Buy
2,927
+64
+2% +$18.6K 0.47% 70
2023
Q1 		$801K Buy
2,863
+2,029
+243% +$544K 0.45% 71
2022
Q4 		$223K Sell
834
-26
-3% -$6.86K 0.13% 143
2022
Q3 		$206K Sell
860
-24
-3% -$6.13K 0.13% 143
2022
Q2 		$218K Buy
884
+3
+0.3% +$739 0.13% 135
2022
Q1 		$218K Sell
881
-116
-12% -$28.9K 0.12% 135
2021
Q4 		$261K Buy
+997
New +$252K 0.15% 105

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

Saxon Interests's MCD Position: Q2 2026 in Review

Saxon Interests reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $165K and leaving 3,787 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #73.

Saxon Interests first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Saxon Interests held 3,787 shares of McDonald's worth $1.02M as of Q2 2026.
  • Saxon Interests sold 575 McDonald's shares in Q2 2026, an estimated $165K.
  • McDonald's made up 0.28% of Saxon Interests's portfolio in Q2 2026, its #73 holding.
  • Saxon Interests first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's McDonald's position peaked at $1.36M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.