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Warwick Investment Management’s McDonald's MCD Stock Holding History

Warwick Investment Management’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 		– Sell
-844
Closed -$262K – 156
2026
Q1 		$262K Buy
844
+75
+10% +$23.9K 0.04% 111
2025
Q4 		$235K Sell
769
-14
-2% -$4.29K 0.04% 136
2025
Q3 		$238K Buy
783
+32
+4% +$9.74K 0.04% 134
2025
Q2 		$219K Buy
751
+44
+6% +$13.6K 0.04% 116
2025
Q1 		$221K Buy
+707
New +$211K 0.05% 107

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

Warwick Investment Management's MCD Position: Q2 2026 in Review

Warwick Investment Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 844 shares — an estimated $262K sold.

Warwick Investment Management first reported a position in MCD in Q1 2025 and held it in 5 quarters. The position peaked at $262K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Warwick Investment Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Warwick Investment Management sold 844 McDonald's shares in Q2 2026, an estimated $262K.
  • Warwick Investment Management first reported a position in McDonald's in Q1 2025 and held it in 5 quarters.
  • Warwick Investment Management's McDonald's position peaked at $262K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.