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Sierra Summit Advisors’s McDonald's MCD Stock Holding History

Sierra Summit Advisors’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 		$1.24M Buy
4,575
+96
+2% +$27.5K 0.14% 105
2026
Q1 		$1.39M Buy
4,479
+1,724
+63% +$549K 0.2% 80
2025
Q4 		$842K Buy
2,755
+88
+3% +$27K 0.13% 121
2025
Q3 		$810K Sell
2,667
-2,465
-48% -$750K 0.12% 126
2025
Q2 		$1.5M Sell
5,132
-273
-5% -$84.2K 0.27% 59
2025
Q1 		$1.69M Buy
5,405
+245
+5% +$73.3K 0.37% 51
2024
Q4 		$1.5M Buy
5,160
+3,128
+154% +$933K 0.3% 52
2024
Q3 		$619K Buy
2,032
+372
+22% +$103K 0.14% 86
2024
Q2 		$423K Buy
1,660
+77
+5% +$20.4K 0.1% 108
2024
Q1 		$446K Buy
1,583
+113
+8% +$32.9K 0.12% 100
2023
Q4 		$436K Buy
+1,470
New +$400K 0.13% 95

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

Sierra Summit Advisors's MCD Position: Q2 2026 in Review

Sierra Summit Advisors increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $27.5K and bringing the position to 4,575 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #105.

Sierra Summit Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sierra Summit Advisors held 4,575 shares of McDonald's worth $1.24M as of Q2 2026.
  • Sierra Summit Advisors bought 96 McDonald's shares in Q2 2026, an estimated $27.5K.
  • McDonald's made up 0.14% of Sierra Summit Advisors's portfolio in Q2 2026, its #105 holding.
  • Sierra Summit Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's McDonald's position peaked at $1.69M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.