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Stonebrook Private’s McDonald's MCD Stock Holding History

Stonebrook Private’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 		$2.65M Sell
9,822
-259
-3% -$74.3K 0.48% 41
2026
Q1 		$3.13M Sell
10,081
-41
-0.4% -$13.1K 0.67% 36
2025
Q4 		$3.09M Buy
10,122
+42
+0.4% +$12.9K 0.65% 36
2025
Q3 		$3.06M Sell
10,080
-775
-7% -$236K 0.66% 39
2025
Q2 		$3.18M Buy
10,855
+655
+6% +$202K 0.74% 32
2025
Q1 		$3.19M Buy
10,200
+31
+0.3% +$9.27K 0.83% 31
2024
Q4 		$2.95M Sell
10,169
-446
-4% -$133K 0.77% 33
2024
Q3 		$3.23M Sell
10,615
-466
-4% -$128K 0.86% 29
2024
Q2 		$2.82M Sell
11,081
-1,113
-9% -$295K 0.81% 35
2024
Q1 		$3.44M Sell
12,194
-50
-0.4% -$14.5K 1% 30
2023
Q4 		$3.63M Buy
+12,244
New +$3.33M 1.21% 26

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

Stonebrook Private's MCD Position: Q2 2026 in Review

Stonebrook Private reduced its McDonald's (MCD) stake by 2.6% in Q2 2026, selling an estimated $74.3K and leaving 9,822 shares worth $2.65M. The position accounts for 0.48% of the portfolio, ranked #41.

Stonebrook Private first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.63M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stonebrook Private held 9,822 shares of McDonald's worth $2.65M as of Q2 2026.
  • Stonebrook Private sold 259 McDonald's shares in Q2 2026, an estimated $74.3K.
  • McDonald's made up 0.48% of Stonebrook Private's portfolio in Q2 2026, its #41 holding.
  • Stonebrook Private first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's McDonald's position peaked at $3.63M in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.