SM
MCD icon

Sweeney & Michel’s McDonald's MCD Stock Holding History

Sweeney & Michel’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 		$468K Buy
1,706
+46
+3% +$13.2K 0.12% 100
2026
Q1 		$505K Buy
1,660
+7
+0.4% +$2.23K 0.15% 92
2025
Q4 		$534K Buy
1,653
+46
+3% +$14.1K 0.16% 89
2025
Q3 		$477K Buy
1,607
+182
+13% +$55.4K 0.16% 89
2025
Q2 		$427K Sell
1,425
-255
-15% -$78.6K 0.15% 93
2025
Q1 		$504K Buy
+1,680
New +$502K 0.22% 72
2024
Q3 		$586K Buy
1,850
+21
+1% +$5.79K 0.23% 67
2024
Q2 		$449K Buy
1,829
+57
+3% +$15.1K 0.19% 72
2024
Q1 		$480K Buy
+1,772
New +$515K 0.21% 70
2023
Q3 		$333K Buy
+1,243
New +$355K 0.17% 83
2023
Q2 		– Sell
-823
Closed -$234K – 103
2023
Q1 		$234K Buy
+823
New +$220K 0.12% 94

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

Sweeney & Michel's MCD Position: Q2 2026 in Review

Sweeney & Michel increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,706 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #100.

Sweeney & Michel first reported a position in MCD in Q1 2023 and has held it in 11 quarters since. The position peaked at $586K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sweeney & Michel held 1,706 shares of McDonald's worth $468K as of Q2 2026.
  • Sweeney & Michel bought 46 McDonald's shares in Q2 2026, an estimated $13.2K.
  • McDonald's made up 0.12% of Sweeney & Michel's portfolio in Q2 2026, its #100 holding.
  • Sweeney & Michel first reported a position in McDonald's in Q1 2023 and has held it in 11 quarters since.
  • Sweeney & Michel's McDonald's position peaked at $586K in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.