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Umpqua Bank’s McDonald's MCD Stock Holding History

Umpqua Bank’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 		$2.74M Buy
10,128
+861
+9% +$247K 0.61% 42
2026
Q1 		$2.88M Sell
9,267
-112
-1% -$35.7K 0.82% 29
2025
Q4 		$2.87M Sell
9,379
-28
-0.3% -$8.58K 0.8% 30
2025
Q3 		$2.87M Buy
9,407
+241
+3% +$73.3K 0.8% 30
2025
Q2 		$2.67M Buy
9,166
+133
+1% +$41K 0.81% 29
2025
Q1 		$2.82M Buy
9,033
+257
+3% +$76.9K 0.98% 27
2024
Q4 		$2.47M Buy
8,776
+1,573
+22% +$469K 0.85% 30
2024
Q3 		$2.19M Buy
7,203
+172
+2% +$47.4K 0.8% 34
2024
Q2 		$1.79M Buy
7,031
+365
+5% +$96.8K 0.69% 39
2024
Q1 		$1.88M Buy
+6,666
New +$1.94M 0.77% 40

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

Umpqua Bank's MCD Position: Q2 2026 in Review

Umpqua Bank increased its McDonald's (MCD) stake by 9.3% in Q2 2026, buying an estimated $247K and bringing the position to 10,128 shares worth $2.74M. The position accounts for 0.61% of the portfolio, ranked #42.

Umpqua Bank first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.88M in Q1 2026. 3,409 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Umpqua Bank held 10,128 shares of McDonald's worth $2.74M as of Q2 2026.
  • Umpqua Bank bought 861 McDonald's shares in Q2 2026, an estimated $247K.
  • McDonald's made up 0.61% of Umpqua Bank's portfolio in Q2 2026, its #42 holding.
  • Umpqua Bank first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's McDonald's position peaked at $2.88M in Q1 2026.
  • 3,409 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.