Shufro Rose & Co’s McDonald's MCD Stock Holding History

Shufro Rose & Co’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	$295K	Hold	1,091	–	–	0.02%	241
2026 Q1	$339K	Hold	1,091	–	–	0.02%	225
2025 Q4	$333K	Hold	1,091	–	–	0.02%	223
2025 Q3	$341K	Hold	1,091	–	–	0.03%	225
2025 Q2	$341K	Hold	1,091	–	–	0.03%	220
2025 Q1	$341K	Hold	1,091	–	–	0.03%	224
2024 Q4	$316K	Sell	1,091 -151	-12%	-$45K	0.02%	221
2024 Q3	$317K	Hold	1,242	–	–	0.03%	230
2024 Q2	$317K	Buy	1,242 +222	+22%	+$58.9K	0.03%	230
2024 Q1	$288K	Buy	1,020 +100	+11%	+$29.1K	0.02%	237
2023 Q4	$242K	Hold	920	–	–	0.02%	244
2023 Q3	$242K	Sell	920 -17	-2%	-$4.85K	0.02%	244
2023 Q2	$280K	Hold	937	–	–	0.03%	234
2023 Q1	$262K	Sell	937 -180	-16%	-$48.2K	0.02%	241
2022 Q4	$294K	Buy	1,117 +44	+4%	+$11.6K	0.02%	239
2022 Q3	$248K	Buy	1,073 +63	+6%	+$16.1K	0.02%	242
2022 Q2	$249K	Hold	1,010	–	–	0.02%	247
2022 Q1	$250K	Sell	1,010 -12	-1%	-$2.99K	0.02%	255
2021 Q4	$274K	Hold	1,022	–	–	0.02%	239
2021 Q3	$246K	Buy	+1,022	New	+$244K	0.02%	245

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

Shufro Rose & Co's MCD Position: Q2 2026 in Review

Shufro Rose & Co held its McDonald's (MCD) position steady in Q2 2026 at 1,091 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #241.

Shufro Rose & Co first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $341K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Shufro Rose & Co held 1,091 shares of McDonald's worth $295K as of Q2 2026.
Shufro Rose & Co left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #241 holding.
Shufro Rose & Co first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
Shufro Rose & Co's McDonald's position peaked at $341K in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.