Stegner Investment Associates’s McDonald's MCD Stock Holding History

Stegner Investment Associates’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	$271K	Hold	1,003	–	–	0.13%	26
2026 Q1	$312K	Hold	1,003	–	–	0.17%	25
2025 Q4	$307K	Hold	1,003	–	–	0.16%	23
2025 Q3	$305K	Hold	1,003	–	–	0.17%	25
2025 Q2	$293K	Hold	1,003	–	–	0.18%	21
2025 Q1	$313K	Sell	1,003 -33	-3%	-$9.87K	0.22%	22
2024 Q4	$300K	Buy	1,036 +33	+3%	+$9.84K	0.2%	22
2024 Q3	$305K	Sell	1,003 -11	-1%	-$3.03K	0.21%	21
2024 Q2	$258K	Buy	1,014 +11	+1%	+$2.92K	0.19%	21
2024 Q1	$283K	Buy	+1,003	New	+$292K	0.21%	20

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

Stegner Investment Associates's MCD Position: Q2 2026 in Review

Stegner Investment Associates held its McDonald's (MCD) position steady in Q2 2026 at 1,003 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #26.

Stegner Investment Associates first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $313K in Q1 2025. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Stegner Investment Associates held 1,003 shares of McDonald's worth $271K as of Q2 2026.
Stegner Investment Associates left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.13% of Stegner Investment Associates's portfolio in Q2 2026, its #26 holding.
Stegner Investment Associates first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Stegner Investment Associates's McDonald's position peaked at $313K in Q1 2025.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.