Spinnaker Investment Group’s McDonald's MCD Stock Holding History

Spinnaker Investment Group’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	$362K	Buy	1,339 +2	+0.1%	+$573	0.06%	119
2026 Q1	$416K	Sell	1,337 -40	-3%	-$12.7K	0.08%	91
2025 Q4	$421K	Buy	1,377 +17	+1%	+$5.21K	0.08%	103
2025 Q3	$413K	Buy	1,360 +35	+3%	+$10.7K	0.08%	98
2025 Q2	$387K	Sell	1,325 -33	-2%	-$10.2K	0.09%	64
2025 Q1	$424K	Buy	1,358 +1	+0.1%	+$299	0.1%	67
2024 Q4	$393K	Sell	1,357 -493	-27%	-$147K	0.09%	60
2024 Q3	$563K	Hold	1,850	–	–	0.14%	51
2024 Q2	$471K	Sell	1,850 -119	-6%	-$31.6K	0.13%	54
2024 Q1	$555K	Hold	1,969	–	–	0.16%	50
2023 Q4	$584K	Buy	1,969 +5	+0.3%	+$1.36K	0.18%	45
2023 Q3	$517K	Hold	1,964	–	–	0.17%	47
2023 Q2	$586K	Sell	1,964 -9	-0.5%	-$2.62K	0.19%	45
2023 Q1	$552K	Hold	1,973	–	–	0.19%	45
2022 Q4	$520K	Buy	1,973 +4	+0.2%	+$1.05K	0.18%	44
2022 Q3	$455K	Hold	1,969	–	–	0.18%	48
2022 Q2	$486K	Sell	1,969 -188	-9%	-$46.3K	0.2%	42
2022 Q1	$535K	Sell	2,157 -103	-5%	-$25.7K	0.17%	47
2021 Q4	$577K	Buy	+2,260	New	+$571K	0.2%	44

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

Spinnaker Investment Group's MCD Position: Q2 2026 in Review

Spinnaker Investment Group increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $573 and bringing the position to 1,339 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #119.

Spinnaker Investment Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $586K in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Spinnaker Investment Group held 1,339 shares of McDonald's worth $362K as of Q2 2026.
Spinnaker Investment Group bought 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #119 holding.
Spinnaker Investment Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Spinnaker Investment Group's McDonald's position peaked at $586K in Q2 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.