Sone Capital Management’s McDonald's MCD Stock Holding History

Sone Capital 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	$18.5M	Buy	68,382 +66,678	+3,913%	+$19.1M	1.41%	28
2026 Q1	$530K	Sell	1,704 -35,107	-95%	-$11.2M	0.04%	100
2025 Q4	$11.3M	Buy	+36,811	New	+$11.3M	0.91%	47
2025 Q3	–	Sell	-58,217	Closed	-$17M	–	113
2025 Q2	$17M	Buy	+58,217	New	+$17.9M	1.57%	21

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 $3.38T AUM 44.17% 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

Sone Capital Management's MCD Position: Q2 2026 in Review

Sone Capital Management increased its McDonald's (MCD) stake by 3,913% in Q2 2026, buying an estimated $19.1M and bringing the position to 68,382 shares worth $18.5M. The position accounts for 1.41% of the portfolio, ranked #28.

Sone Capital Management first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sone Capital Management held 68,382 shares of McDonald's worth $18.5M as of Q2 2026.
Sone Capital Management bought 66,678 McDonald's shares in Q2 2026, an estimated $19.1M.
McDonald's made up 1.41% of Sone Capital Management's portfolio in Q2 2026, its #28 holding.
Sone Capital Management first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.