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Spectrum Asset Management (California)’s McDonald's MCD Stock Holding History

Spectrum Asset Management (California)’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 		$584K Buy
2,160
+8
+0.4% +$2.29K 0.16% 75
2026
Q1 		$669K Buy
2,152
+7
+0.3% +$2.23K 0.21% 66
2025
Q4 		$656K Buy
2,145
+7
+0.3% +$2.14K 0.22% 63
2025
Q3 		$650K Buy
2,138
+8
+0.4% +$2.44K 0.23% 63
2025
Q2 		$622K Buy
2,130
+8
+0.4% +$2.47K 0.27% 61
2025
Q1 		$663K Sell
2,122
-93
-4% -$27.8K 0.29% 54
2024
Q4 		$642K Buy
2,215
+8
+0.4% +$2.39K 0.29% 61
2024
Q3 		$672K Sell
2,207
-266
-11% -$73.3K 0.28% 63
2024
Q2 		$630K Buy
2,473
+659
+36% +$175K 0.29% 61
2024
Q1 		$512K Hold
1,814
– – 0.22% 63
2023
Q4 		$538K Buy
1,814
+1
+0.1% +$272 0.24% 59
2023
Q3 		$478K Hold
1,813
– – 0.25% 59
2023
Q2 		$541K Buy
1,813
+1
+0.1% +$291 0.27% 55
2023
Q1 		$507K Buy
1,812
+273
+18% +$73.1K 0.25% 58
2022
Q4 		$406K Buy
1,539
+101
+7% +$26.6K 0.2% 63
2022
Q3 		$332K Hold
1,438
– – 0.17% 65
2022
Q2 		$355K Sell
1,438
-20
-1% -$4.93K 0.18% 70
2022
Q1 		$361K Sell
1,458
-9,264
-86% -$2.31M 0.14% 83
2021
Q4 		$2.87M Sell
10,722
-109
-1% -$27.5K 0.81% 37
2021
Q3 		$2.61M Sell
10,831
-50
-0.5% -$11.9K 0.8% 37
2021
Q2 		$2.51M Buy
10,881
+1
+0% +$233 0.75% 48
2021
Q1 		$2.44M Buy
10,880
+376
+4% +$80.4K 0.75% 44
2020
Q4 		$2.25M Sell
10,504
-250
-2% -$54.4K 0.81% 38
2020
Q3 		$2.36M Buy
10,754
+834
+8% +$171K 0.99% 23
2020
Q2 		$1.83M Buy
9,920
+4,225
+74% +$775K 0.95% 29
2020
Q1 		$942K Buy
+5,695
New +$1.12M 0.9% 33

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 $3.38T AUM 44.17% 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

Spectrum Asset Management (California)'s MCD Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its McDonald's (MCD) stake by 0.37% in Q2 2026, buying an estimated $2.29K and bringing the position to 2,160 shares worth $584K. The position accounts for 0.16% of the portfolio, ranked #75.

Spectrum Asset Management (California) first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.87M in Q4 2021. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Spectrum Asset Management (California) held 2,160 shares of McDonald's worth $584K as of Q2 2026.
  • Spectrum Asset Management (California) bought 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.16% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #75 holding.
  • Spectrum Asset Management (California) first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Spectrum Asset Management (California)'s McDonald's position peaked at $2.87M in Q4 2021.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.