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Secure Asset Management’s McDonald's MCD Stock Holding History

Secure Asset 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 		$4.43M Buy
16,379
+1,634
+11% +$469K 0.62% 43
2026
Q1 		$4.58M Buy
14,745
+150
+1% +$47.8K 0.73% 33
2025
Q4 		$4.46M Buy
14,595
+626
+4% +$192K 0.7% 31
2025
Q3 		$4.2M Buy
13,969
+4,002
+40% +$1.22M 0.69% 32
2025
Q2 		$2.91M Buy
9,967
+291
+3% +$89.7K 0.54% 46
2025
Q1 		$3.02M Buy
9,676
+2,156
+29% +$645K 0.61% 40
2024
Q4 		$2.18M Buy
7,520
+223
+3% +$66.5K 0.33% 72
2024
Q3 		$2.22M Buy
7,297
+264
+4% +$72.8K 0.37% 54
2024
Q2 		$1.79M Buy
7,033
+674
+11% +$179K 0.34% 64
2024
Q1 		$1.79M Buy
6,359
+694
+12% +$202K 0.42% 52
2023
Q4 		$1.68M Sell
5,665
-364
-6% -$99.1K 0.45% 50
2023
Q3 		$1.59M Buy
6,029
+477
+9% +$136K 0.48% 47
2023
Q2 		$1.66M Buy
5,552
+315
+6% +$91.5K 0.5% 55
2023
Q1 		$1.46M Buy
5,237
+230
+5% +$61.6K 0.49% 63
2022
Q4 		$1.32M Buy
5,007
+1,681
+51% +$443K 0.47% 66
2022
Q3 		$768K Sell
3,326
-16
-0.5% -$4.09K 0.43% 40
2022
Q2 		$825K Buy
3,342
+57
+2% +$14K 0.46% 40
2022
Q1 		$812K Sell
3,285
-118
-3% -$29.4K 0.37% 51
2021
Q4 		$912K Buy
3,403
+28
+0.8% +$7.07K 0.37% 47
2021
Q3 		$814K Buy
3,375
+70
+2% +$16.7K 0.4% 41
2021
Q2 		$763K Buy
3,305
+402
+14% +$93.5K 0.39% 43
2021
Q1 		$651K Buy
2,903
+790
+37% +$169K 0.36% 55
2020
Q4 		$453K Buy
2,113
+576
+37% +$125K 0.27% 81
2020
Q3 		$337K Buy
1,537
+59
+4% +$12.1K 0.23% 100
2020
Q2 		$273K Buy
1,478
+5
+0.3% +$917 0.19% 120
2020
Q1 		$244K Sell
1,473
-374
-20% -$73.7K 0.26% 85
2019
Q4 		$365K Buy
+1,847
New +$366K 0.26% 98

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

Secure Asset Management's MCD Position: Q2 2026 in Review

Secure Asset Management increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $469K and bringing the position to 16,379 shares worth $4.43M. The position accounts for 0.62% of the portfolio, ranked #43.

Secure Asset Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.58M in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Secure Asset Management held 16,379 shares of McDonald's worth $4.43M as of Q2 2026.
  • Secure Asset Management bought 1,634 McDonald's shares in Q2 2026, an estimated $469K.
  • McDonald's made up 0.62% of Secure Asset Management's portfolio in Q2 2026, its #43 holding.
  • Secure Asset Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's McDonald's position peaked at $4.58M in Q1 2026.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.