Sylvest Advisors’s McDonald's MCD Stock Holding History

Sylvest Advisors’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	$223K	Buy	825 +28	+4%	+$8.03K	0.1%	75
2026 Q1	$248K	Hold	797	–	–	0.13%	66
2025 Q4	$244K	Buy	797 +27	+4%	+$8.27K	0.13%	66
2025 Q3	$234K	Hold	770	–	–	0.13%	71
2025 Q2	$225K	Hold	770	–	–	0.13%	69
2025 Q1	$241K	Sell	770 -10	-1%	-$2.99K	0.15%	67
2024 Q4	$226K	Buy	+780	New	+$233K	0.14%	73

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

Sylvest Advisors's MCD Position: Q2 2026 in Review

Sylvest Advisors increased its McDonald's (MCD) stake by 3.5% in Q2 2026, buying an estimated $8.03K and bringing the position to 825 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #75.

Sylvest Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sylvest Advisors held 825 shares of McDonald's worth $223K as of Q2 2026.
Sylvest Advisors bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
McDonald's made up 0.1% of Sylvest Advisors's portfolio in Q2 2026, its #75 holding.
Sylvest Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Sylvest Advisors's McDonald's position peaked at $248K in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.