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Swan Capital’s McDonald's MCD Stock Holding History

Swan Capital’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 		$437K Hold
1,617
– – 0.15% 30
2026
Q1 		$503K Sell
1,617
-500
-24% -$159K 0.18% 30
2025
Q4 		$647K Hold
2,117
– – 0.25% 27
2025
Q3 		$643K Sell
2,117
-98
-4% -$29.8K 0.26% 25
2025
Q2 		$647K Buy
2,215
+1,600
+260% +$493K 0.28% 25
2025
Q1 		$192K Hold
615
– – 0.09% 37
2024
Q4 		$178K Hold
615
– – 0.09% 37
2024
Q3 		$187K Hold
615
– – 0.09% 37
2024
Q2 		$157K Buy
+615
New +$163K 0.09% 36
2023
Q1 		$221K Buy
+790
New +$212K 0.21% 25

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

Swan Capital's MCD Position: Q2 2026 in Review

Swan Capital held its McDonald's (MCD) position steady in Q2 2026 at 1,617 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #30.

Swan Capital first reported a position in MCD in Q1 2023 and has held it in 10 quarters since. The position peaked at $647K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Swan Capital held 1,617 shares of McDonald's worth $437K as of Q2 2026.
  • Swan Capital left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.15% of Swan Capital's portfolio in Q2 2026, its #30 holding.
  • Swan Capital first reported a position in McDonald's in Q1 2023 and has held it in 10 quarters since.
  • Swan Capital's McDonald's position peaked at $647K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.