Sittner & Nelson’s McDonald's MCD Stock Holding History

Sittner & Nelson’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	$450K	Hold	1,663	–	–	0.14%	111
2026 Q1	$517K	Hold	1,663	–	–	0.19%	90
2025 Q4	$544K	Sell	1,663 -1	-0.1%	-$306	0.19%	84
2025 Q3	$506K	Sell	1,664 -30	-2%	-$9.13K	0.18%	78
2025 Q2	$495K	Sell	1,694 -20	-1%	-$6.17K	0.2%	80
2025 Q1	$535K	Sell	1,714 -30	-2%	-$8.97K	0.23%	70
2024 Q4	$506K	Hold	1,744	–	–	0.22%	68
2024 Q3	$531K	Hold	1,744	–	–	0.24%	67
2024 Q2	$444K	Hold	1,744	–	–	0.22%	70
2024 Q1	$492K	Hold	1,744	–	–	0.25%	66
2023 Q4	$517K	Sell	1,744 -17	-1%	-$4.63K	0.28%	62
2023 Q3	$464K	Hold	1,761	–	–	0.27%	63
2023 Q2	$525K	Hold	1,761	–	–	0.29%	59
2023 Q1	$492K	Buy	1,761 +200	+13%	+$53.6K	0.28%	62
2022 Q4	$411K	Buy	1,561 +2	+0.1%	+$528	0.25%	74
2022 Q3	$360K	Hold	1,559	–	–	0.24%	74
2022 Q2	$385K	Sell	1,559 -100	-6%	-$24.6K	0.25%	72
2022 Q1	$410K	Hold	1,659	–	–	0.24%	68
2021 Q4	$445K	Hold	1,659	–	–	0.26%	65
2021 Q3	$400K	Sell	1,659 -250	-13%	-$59.7K	0.26%	67
2021 Q2	$441K	Hold	1,909	–	–	0.31%	58
2021 Q1	$428K	Buy	1,909 +300	+19%	+$64.2K	0.32%	58
2020 Q4	$345K	Buy	+1,609	New	+$350K	0.31%	64

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

Sittner & Nelson's MCD Position: Q2 2026 in Review

Sittner & Nelson held its McDonald's (MCD) position steady in Q2 2026 at 1,663 shares worth $450K. The position accounts for 0.14% of the portfolio, ranked #111.

Sittner & Nelson first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $544K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sittner & Nelson held 1,663 shares of McDonald's worth $450K as of Q2 2026.
Sittner & Nelson left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.14% of Sittner & Nelson's portfolio in Q2 2026, its #111 holding.
Sittner & Nelson first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's McDonald's position peaked at $544K in Q4 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.