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Sovran Advisors’s McDonald's MCD Stock Holding History

Sovran 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 		$948K Buy
3,471
+203
+6% +$58.2K 0.07% 267
2026
Q1 		$960K Buy
3,268
+249
+8% +$79.3K 0.08% 254
2025
Q4 		$932K Buy
3,019
+107
+4% +$32.8K 0.08% 250
2025
Q3 		$881K Buy
2,912
+1,177
+68% +$358K 0.08% 233
2025
Q2 		$506K Sell
1,735
-193
-10% -$59.5K 0.05% 314
2025
Q1 		$600K Buy
1,928
+82
+4% +$24.5K 0.08% 255
2024
Q4 		$520K Buy
+1,846
New +$550K 0.07% 248

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

Sovran Advisors's MCD Position: Q2 2026 in Review

Sovran Advisors increased its McDonald's (MCD) stake by 6.2% in Q2 2026, buying an estimated $58.2K and bringing the position to 3,471 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #267.

Sovran Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $960K in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sovran Advisors held 3,471 shares of McDonald's worth $948K as of Q2 2026.
  • Sovran Advisors bought 203 McDonald's shares in Q2 2026, an estimated $58.2K.
  • McDonald's made up 0.07% of Sovran Advisors's portfolio in Q2 2026, its #267 holding.
  • Sovran Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's McDonald's position peaked at $960K in Q1 2026.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.