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Stone House Investment Management’s McDonald's MCD Stock Holding History

Stone House Investment 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 		$97.3K Sell
360
-179
-33% -$51.3K 0.01% 157
2026
Q1 		$167K Buy
539
+5
+0.9% +$1.59K 0.03% 93
2025
Q4 		$163K Buy
534
+1
+0.2% +$306 0.03% 90
2025
Q3 		$162K Buy
533
+4
+0.8% +$1.22K 0.03% 86
2025
Q2 		$155K Buy
529
+149
+39% +$45.9K 0.03% 84
2025
Q1 		$119K Buy
+380
New +$114K 0.02% 86
2024
Q4 		– Sell
-354
Closed -$108K – 224
2024
Q3 		$108K Buy
354
+1
+0.3% +$276 0.02% 73
2024
Q2 		$90K Buy
353
+40
+13% +$10.6K 0.02% 83
2024
Q1 		$88.3K Buy
313
+241
+335% +$70.1K 0.02% 89
2023
Q4 		$21.3K Buy
72
+1
+1% +$272 0.01% 120
2023
Q3 		$18.8K Hold
71
– – 0.01% 126
2023
Q2 		$21.2K Hold
71
– – 0.01% 115
2023
Q1 		$19.8K Buy
+71
New +$19K 0.01% 126
2019
Q2 		– Sell
-64
Closed -$12K – 134
2019
Q1 		$12K Buy
+64
New +$11.6K 0.01% 146

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 $3.38T AUM 44.17% 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

Stone House Investment Management's MCD Position: Q2 2026 in Review

Stone House Investment Management reduced its McDonald's (MCD) stake by 33% in Q2 2026, selling an estimated $51.3K and leaving 360 shares worth $97.3K. The position accounts for 0.01% of the portfolio, ranked #157.

Stone House Investment Management first reported a position in MCD in Q1 2019 and has held it in 14 quarters since. The position peaked at $167K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stone House Investment Management held 360 shares of McDonald's worth $97.3K as of Q2 2026.
  • Stone House Investment Management sold 179 McDonald's shares in Q2 2026, an estimated $51.3K.
  • McDonald's made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #157 holding.
  • Stone House Investment Management first reported a position in McDonald's in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's McDonald's position peaked at $167K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.