SIM
MCD icon

Stratos Investment Management’s McDonald's MCD Stock Holding History

Stratos 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 		$935K Sell
3,459
-1,025
-23% -$294K 0.03% 197
2026
Q1 		$1.39M Buy
4,484
+482
+12% +$154K 0.06% 152
2025
Q4 		$1.22M Sell
4,002
-488
-11% -$149K 0.05% 157
2025
Q3 		$1.36M Buy
4,490
+89
+2% +$27.1K 0.06% 149
2025
Q2 		$1.29M Sell
4,401
-272
-6% -$83.9K 0.06% 170
2025
Q1 		$1.46M Sell
4,673
-1,093
-19% -$327K 0.08% 139
2024
Q4 		$1.67M Sell
5,766
-159
-3% -$47.4K 0.1% 107
2024
Q3 		$1.8M Sell
5,925
-12,612
-68% -$3.48M 0.13% 102
2024
Q2 		$4.72M Buy
18,537
+632
+4% +$168K 0.39% 68
2024
Q1 		$5.05M Buy
17,905
+737
+4% +$214K 0.49% 55
2023
Q4 		$5.09M Buy
17,168
+375
+2% +$102K 0.6% 50
2023
Q3 		$4.42M Buy
16,793
+701
+4% +$200K 0.66% 46
2023
Q2 		$4.8M Buy
16,092
+569
+4% +$165K 0.74% 42
2023
Q1 		$4.34M Buy
15,523
+505
+3% +$135K 0.73% 42
2022
Q4 		$3.96M Sell
15,018
-502
-3% -$132K 0.71% 45
2022
Q3 		$3.58M Sell
15,520
-1,179
-7% -$301K 0.72% 44
2022
Q2 		$4.12M Buy
16,699
+405
+2% +$99.7K 0.78% 42
2022
Q1 		$4.03M Buy
16,294
+740
+5% +$184K 0.67% 45
2021
Q4 		$4.17M Sell
15,554
-833
-5% -$210K 0.66% 47
2021
Q3 		$3.95M Buy
16,387
+4,431
+37% +$1.06M 0.69% 47
2021
Q2 		$2.76M Buy
11,956
+1,133
+10% +$264K 0.76% 45
2021
Q1 		$2.43M Sell
10,823
-1,074
-9% -$230K 0.77% 43
2020
Q4 		$2.55M Buy
11,897
+889
+8% +$193K 0.8% 40
2020
Q3 		$2.42M Buy
11,008
+723
+7% +$148K 0.88% 36
2020
Q2 		$1.9M Buy
10,285
+1,817
+21% +$333K 0.8% 39
2020
Q1 		$1.4M Sell
8,468
-2,072
-20% -$408K 0.75% 43
2019
Q4 		$2.08M Buy
10,540
+2,067
+24% +$410K 0.97% 26
2019
Q3 		$1.82M Buy
8,473
+716
+9% +$154K 1.03% 21
2019
Q2 		$1.61M Buy
7,757
+599
+8% +$119K 1.02% 22
2019
Q1 		$1.36M Buy
+7,158
New +$1.3M 1.07% 19

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

Stratos Investment Management's MCD Position: Q2 2026 in Review

Stratos Investment Management reduced its McDonald's (MCD) stake by 23% in Q2 2026, selling an estimated $294K and leaving 3,459 shares worth $935K. The position accounts for 0.03% of the portfolio, ranked #197.

Stratos Investment Management first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.09M in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stratos Investment Management held 3,459 shares of McDonald's worth $935K as of Q2 2026.
  • Stratos Investment Management sold 1,025 McDonald's shares in Q2 2026, an estimated $294K.
  • McDonald's made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #197 holding.
  • Stratos Investment Management first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
  • Stratos Investment Management's McDonald's position peaked at $5.09M in Q4 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.