Strategic Investment Solutions’s McDonald's MCD Stock Holding History

Strategic Investment Solutions’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	$830K	Sell	3,069 -6	-0.2%	-$1.72K	0.19%	79
2026 Q1	$956K	Sell	3,075 -839	-21%	-$267K	0.23%	69
2025 Q4	$1.2M	Buy	3,914 +808	+26%	+$247K	0.29%	61
2025 Q3	$944K	Sell	3,106 -106	-3%	-$32.3K	0.25%	66
2025 Q2	$936K	Sell	3,212 -566	-15%	-$174K	0.28%	64
2025 Q1	$1.18M	Sell	3,778 -10	-0.3%	-$2.99K	0.34%	46
2024 Q4	$1.1M	Sell	3,788 -26	-0.7%	-$7.75K	0.37%	46
2024 Q3	$1.16M	Sell	3,814 -14	-0.4%	-$3.86K	0.35%	49
2024 Q2	$1.01M	Buy	+3,828	New	+$1.02M	0.33%	49
2023 Q4	$1.17M	Sell	3,942 -223,062	-98%	-$60.7M	0.2%	65
2023 Q3	$64.7M	Buy	227,004 +223,409	+6,214%	+$63.7M	0.8%	26
2023 Q2	$1.04M	Sell	3,595 -209	-5%	-$60.7K	0.21%	46
2023 Q1	$1.06M	Buy	3,804 +5	+0.1%	+$1.34K	0.21%	72
2022 Q4	$1,000K	Buy	+3,799	New	+$1M	0.49%	38

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

Strategic Investment Solutions's MCD Position: Q2 2026 in Review

Strategic Investment Solutions reduced its McDonald's (MCD) stake by 0.2% in Q2 2026, selling an estimated $1.72K and leaving 3,069 shares worth $830K. The position accounts for 0.19% of the portfolio, ranked #79.

Strategic Investment Solutions first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $64.7M in Q3 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Strategic Investment Solutions held 3,069 shares of McDonald's worth $830K as of Q2 2026.
Strategic Investment Solutions sold 6 McDonald's shares in Q2 2026, an estimated $1.72K.
McDonald's made up 0.19% of Strategic Investment Solutions's portfolio in Q2 2026, its #79 holding.
Strategic Investment Solutions first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's McDonald's position peaked at $64.7M in Q3 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.