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Spectrum Investment Advisors’s McDonald's MCD Stock Holding History

Spectrum Investment 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 		$291K Buy
1,077
+116
+12% +$33.3K 0.12% 55
2026
Q1 		$299K Buy
961
+98
+11% +$31.2K 0.15% 33
2025
Q4 		$264K Buy
+863
New +$264K 0.13% 37
2024
Q2 		– Sell
-886
Closed -$250K – 31
2024
Q1 		$250K Buy
886
+10
+1% +$2.91K 0.18% 30
2023
Q4 		$260K Buy
+876
New +$238K 0.21% 28

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

Spectrum Investment Advisors's MCD Position: Q2 2026 in Review

Spectrum Investment Advisors increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,077 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #55.

Spectrum Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 5 quarters since. The position peaked at $299K in Q1 2026. 3,467 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Spectrum Investment Advisors held 1,077 shares of McDonald's worth $291K as of Q2 2026.
  • Spectrum Investment Advisors bought 116 McDonald's shares in Q2 2026, an estimated $33.3K.
  • McDonald's made up 0.12% of Spectrum Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Spectrum Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 5 quarters since.
  • Spectrum Investment Advisors's McDonald's position peaked at $299K in Q1 2026.
  • 3,467 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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