Thrive Capital Management (Pennsylvania)’s McDonald's MCD Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$219K	Sell	812 -2	-0.2%	-$573	0.04%	163
2026 Q1	$253K	Sell	814 -17	-2%	-$5.42K	0.06%	156
2025 Q4	$254K	Buy	831 +38	+5%	+$11.6K	0.06%	160
2025 Q3	$241K	Hold	793	–	–	0.06%	163
2025 Q2	$232K	Sell	793 -8	-1%	-$2.47K	0.07%	160
2025 Q1	$250K	Buy	+801	New	+$240K	0.15%	103
2024 Q4	–	Sell	-812	Closed	-$247K	–	143
2024 Q3	$247K	Hold	812	–	–	0.12%	166
2024 Q2	$207K	Buy	+812	New	+$215K	0.09%	174
2024 Q1	–	Sell	-690	Closed	-$205K	–	174
2023 Q4	$205K	Buy	+690	New	+$188K	0.11%	148
2023 Q3	–	Sell	-695	Closed	-$207K	–	143
2023 Q2	$207K	Buy	+695	New	+$202K	0.12%	132

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 $3.38T AUM 44.17% 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

Thrive Capital Management (Pennsylvania)'s MCD Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its McDonald's (MCD) stake by 0.25% in Q2 2026, selling an estimated $573 and leaving 812 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #163.

Thrive Capital Management (Pennsylvania) first reported a position in MCD in Q2 2023 and has held it in 10 quarters since. The position peaked at $254K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 812 shares of McDonald's worth $219K as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.04% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #163 holding.
Thrive Capital Management (Pennsylvania) first reported a position in McDonald's in Q2 2023 and has held it in 10 quarters since.
Thrive Capital Management (Pennsylvania)'s McDonald's position peaked at $254K in Q4 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.