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Stokes Family Office’s McDonald's MCD Stock Holding History

Stokes Family Office’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 		$1.65M Sell
6,113
-292
-5% -$83.7K 0.19% 98
2026
Q1 		$1.99M Sell
6,405
-1,422
-18% -$453K 0.21% 95
2025
Q4 		$2.39M Buy
7,827
+59
+0.8% +$18.1K 0.22% 86
2025
Q3 		$2.36M Buy
7,768
+542
+8% +$165K 0.22% 88
2025
Q2 		$2.11M Sell
7,226
-19
-0.3% -$5.86K 0.22% 86
2025
Q1 		$2.26M Sell
7,245
-1,151
-14% -$344K 0.25% 79
2024
Q4 		$2.43M Buy
8,396
+2,465
+42% +$735K 0.26% 79
2024
Q3 		$1.81M Sell
5,931
-1,249
-17% -$344K 0.2% 87
2024
Q2 		$1.83M Sell
7,180
-272
-4% -$72.2K 0.21% 86
2024
Q1 		$2.1M Sell
7,452
-501
-6% -$146K 0.26% 80
2023
Q4 		$2.36M Sell
7,953
-3,827
-32% -$1.04M 0.32% 71
2023
Q3 		$3.1M Sell
11,780
-30
-0.3% -$8.56K 0.36% 67
2023
Q2 		$3.52M Buy
11,810
+656
+6% +$191K 0.41% 55
2023
Q1 		$3.12M Sell
11,154
-130
-1% -$34.8K 0.39% 57
2022
Q4 		$2.97M Sell
11,284
-99
-0.9% -$26.1K 0.38% 64
2022
Q3 		$2.63M Buy
11,383
+167
+1% +$42.7K 0.37% 62
2022
Q2 		$2.77M Sell
11,216
-346
-3% -$85.2K 0.38% 63
2022
Q1 		$2.86M Sell
11,562
-1,976
-15% -$492K 0.38% 62
2021
Q4 		$3.63M Buy
13,538
+257
+2% +$64.9K 0.45% 52
2021
Q3 		$3.2M Buy
13,281
+229
+2% +$54.7K 0.44% 51
2021
Q2 		$3.02M Buy
13,052
+393
+3% +$91.5K 0.43% 50
2021
Q1 		$2.84M Sell
12,659
-1,793
-12% -$383K 0.44% 50
2020
Q4 		$3.1M Sell
14,452
-627
-4% -$136K 0.61% 44
2020
Q3 		$3.31M Buy
15,079
+3,068
+26% +$630K 0.75% 36
2020
Q2 		$2.22M Buy
12,011
+3,517
+41% +$645K 0.56% 48
2020
Q1 		$1.41M Buy
8,494
+3,194
+60% +$629K 0.37% 56
2019
Q4 		$1.05M Buy
+5,300
New +$1.05M 0.23% 68

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

Stokes Family Office's MCD Position: Q2 2026 in Review

Stokes Family Office reduced its McDonald's (MCD) stake by 4.6% in Q2 2026, selling an estimated $83.7K and leaving 6,113 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #98.

Stokes Family Office first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.63M in Q4 2021. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stokes Family Office held 6,113 shares of McDonald's worth $1.65M as of Q2 2026.
  • Stokes Family Office sold 292 McDonald's shares in Q2 2026, an estimated $83.7K.
  • McDonald's made up 0.19% of Stokes Family Office's portfolio in Q2 2026, its #98 holding.
  • Stokes Family Office first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's McDonald's position peaked at $3.63M in Q4 2021.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.