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Silver Oak Securities’s McDonald's MCD Stock Holding History

Silver Oak Securities’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 		$696K Sell
2,575
-65
-2% -$18.6K 0.04% 369
2026
Q1 		$820K Buy
2,640
+135
+5% +$43K 0.06% 306
2025
Q4 		$772K Sell
2,505
-68
-3% -$20.8K 0.05% 341
2025
Q3 		$782K Buy
2,573
+237
+10% +$72.1K 0.06% 319
2025
Q2 		$683K Buy
2,336
+19
+0.8% +$5.86K 0.06% 338
2025
Q1 		$712K Buy
2,317
+44
+2% +$13.2K 0.07% 305
2024
Q4 		$658K Buy
2,273
+407
+22% +$121K 0.06% 319
2024
Q3 		$567K Buy
1,866
+22
+1% +$6.06K 0.06% 308
2024
Q2 		$470K Sell
1,844
-135
-7% -$35.8K 0.07% 234
2024
Q1 		$558K Buy
1,979
+21
+1% +$6.11K 0.09% 211
2023
Q4 		$581K Buy
1,958
+797
+69% +$217K 0.08% 252
2023
Q3 		$306K Sell
1,161
-296
-20% -$84.4K 0.07% 223
2023
Q2 		$435K Buy
1,457
+190
+15% +$55.2K 0.07% 255
2023
Q1 		$354K Buy
1,267
+262
+26% +$70.2K 0.06% 253
2022
Q4 		$265K Sell
1,005
-156
-13% -$41.2K 0.05% 247
2022
Q3 		$306K Buy
1,161
+159
+16% +$40.6K 0.07% 223
2022
Q2 		$253K Sell
1,002
-370
-27% -$91.1K 0.06% 223
2022
Q1 		$345K Buy
+1,372
New +$342K 0.07% 212

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

Silver Oak Securities's MCD Position: Q2 2026 in Review

Silver Oak Securities reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $18.6K and leaving 2,575 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #369.

Silver Oak Securities first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $820K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Silver Oak Securities held 2,575 shares of McDonald's worth $696K as of Q2 2026.
  • Silver Oak Securities sold 65 McDonald's shares in Q2 2026, an estimated $18.6K.
  • McDonald's made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #369 holding.
  • Silver Oak Securities first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's McDonald's position peaked at $820K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.