Tacita Capital’s McDonald's MCD Stock Holding History

Tacita 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	$473K	Sell	1,750 -95	-5%	-$27.2K	0.26%	59
2026 Q1	$573K	Hold	1,845	–	–	0.34%	56
2025 Q4	$564K	Sell	1,845 -44	-2%	-$13.5K	0.33%	59
2025 Q3	$574K	Hold	1,889	–	–	0.35%	57
2025 Q2	$552K	Sell	1,889 -50	-3%	-$15.4K	0.35%	53
2025 Q1	$606K	Hold	1,939	–	–	0.44%	46
2024 Q4	$562K	Sell	1,939 -55	-3%	-$16.4K	0.4%	49
2024 Q3	$607K	Hold	1,994	–	–	0.4%	48
2024 Q2	$508K	Buy	1,994 +19	+1%	+$5.04K	0.36%	56
2024 Q1	$557K	Buy	1,975 +11	+0.6%	+$3.2K	0.39%	49
2023 Q4	$582K	Sell	1,964 -96	-5%	-$26.1K	0.43%	50
2023 Q3	$543K	Hold	2,060	–	–	0.42%	50
2023 Q2	$615K	Hold	2,060	–	–	0.45%	46
2023 Q1	$576K	Sell	2,060 -40	-2%	-$10.7K	0.43%	49
2022 Q4	$553K	Hold	2,100	–	–	0.41%	51
2022 Q3	$485K	Sell	2,100 -10	-0.5%	-$2.56K	0.38%	49
2022 Q2	$521K	Sell	2,110 -50	-2%	-$12.3K	0.36%	49
2022 Q1	$534K	Hold	2,160	–	–	0.31%	51
2021 Q4	$579K	Hold	2,160	–	–	0.33%	50
2021 Q3	$521K	Hold	2,160	–	–	0.32%	53
2021 Q2	$499K	Sell	2,160 -35	-2%	-$8.14K	0.3%	58
2021 Q1	$492K	Hold	2,195	–	–	0.32%	59
2020 Q4	$471K	Buy	+2,195	New	+$477K	0.31%	62

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

Tacita Capital's MCD Position: Q2 2026 in Review

Tacita Capital reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $27.2K and leaving 1,750 shares worth $473K. The position accounts for 0.26% of the portfolio, ranked #59.

Tacita Capital first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $615K in Q2 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tacita Capital held 1,750 shares of McDonald's worth $473K as of Q2 2026.
Tacita Capital sold 95 McDonald's shares in Q2 2026, an estimated $27.2K.
McDonald's made up 0.26% of Tacita Capital's portfolio in Q2 2026, its #59 holding.
Tacita Capital first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's McDonald's position peaked at $615K in Q2 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.