Systematic Alpha Investments’s McDonald's MCD Stock Holding History

Systematic Alpha Investments’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	$26M	Hold	96,001	–	–	0.7%	31
2026 Q1	$29.8M	Hold	96,001	–	–	1.05%	21
2025 Q4	$29.3M	Hold	96,001	–	–	0.92%	21
2025 Q3	$29.2M	Hold	96,001	–	–	0.96%	22
2025 Q2	$28M	Hold	96,001	–	–	1%	21
2025 Q1	$30M	Hold	96,001	–	–	1.15%	21
2024 Q4	$27.8M	Hold	96,001	–	–	1.03%	24
2024 Q3	$29.2M	Hold	96,001	–	–	1.07%	23
2024 Q2	$24.5M	Hold	96,001	–	–	0.93%	24
2024 Q1	$27.1M	Hold	96,001	–	–	1.09%	22
2023 Q4	$28.5M	Hold	96,001	–	–	1.28%	18
2023 Q3	$25.3M	Hold	96,001	–	–	1.26%	18
2023 Q2	$28.6M	Hold	96,001	–	–	1.39%	17
2023 Q1	$26.8M	Hold	96,001	–	–	1.41%	16
2022 Q4	$25.3M	Hold	96,001	–	–	1.28%	17
2022 Q3	$22.2M	Hold	96,001	–	–	1.34%	19
2022 Q2	$23.7M	Hold	96,001	–	–	1.34%	18
2022 Q1	$23.7M	Hold	96,001	–	–	1.16%	21
2021 Q4	$25.7M	Hold	96,001	–	–	1.2%	20
2021 Q3	$23.6M	Hold	96,001	–	–	1.03%	23
2021 Q2	$22.4M	Buy	96,001 +1	+0%	+$233	1.02%	23
2021 Q1	$21.5M	Hold	96,000	–	–	1.38%	15
2020 Q4	$20.6M	Buy	+96,000	New	+$20.9M	2.24%	14

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

Systematic Alpha Investments's MCD Position: Q2 2026 in Review

Systematic Alpha Investments held its McDonald's (MCD) position steady in Q2 2026 at 96,001 shares worth $26M. The position accounts for 0.7% of the portfolio, ranked #31.

Systematic Alpha Investments first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $30M in Q1 2025. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Systematic Alpha Investments held 96,001 shares of McDonald's worth $26M as of Q2 2026.
Systematic Alpha Investments left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.7% of Systematic Alpha Investments's portfolio in Q2 2026, its #31 holding.
Systematic Alpha Investments first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Systematic Alpha Investments's McDonald's position peaked at $30M in Q1 2025.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.