Sterneck Capital Management’s McDonald's MCD Stock Holding History

Sterneck Capital Management’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	$270K	Hold	1,000	–	–	0.12%	86
2026 Q1	$311K	Sell	1,000 -381	-28%	-$121K	0.14%	86
2025 Q4	$422K	Buy	+1,381	New	+$423K	0.19%	65
2016 Q1	–	Sell	-2,589	Closed	-$306K	–	131
2015 Q4	$306K	Hold	2,589	–	–	0.19%	95
2015 Q3	$255K	Sell	2,589 -2	-0.1%	-$195	0.17%	96
2015 Q2	$246K	Buy	+2,591	New	+$251K	0.14%	115

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

Sterneck Capital Management's MCD Position: Q2 2026 in Review

Sterneck Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 1,000 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #86.

Sterneck Capital Management first reported a position in MCD in Q2 2015 and has held it in 6 quarters since. The position peaked at $422K in Q4 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sterneck Capital Management held 1,000 shares of McDonald's worth $270K as of Q2 2026.
Sterneck Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.12% of Sterneck Capital Management's portfolio in Q2 2026, its #86 holding.
Sterneck Capital Management first reported a position in McDonald's in Q2 2015 and has held it in 6 quarters since.
Sterneck Capital Management's McDonald's position peaked at $422K in Q4 2025.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sterneck Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.