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Waterloo Capital’s McDonald's MCD Stock Holding History

Waterloo 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 		$471K Sell
1,743
-6,613
-79% -$1.9M 0.03% 364
2026
Q1 		$2.6M Sell
8,356
-201
-2% -$64K 0.18% 124
2025
Q4 		$2.62M Buy
8,557
+287
+3% +$87.9K 0.19% 116
2025
Q3 		$2.51M Buy
8,270
+241
+3% +$73.3K 0.19% 120
2025
Q2 		$2.35M Buy
8,029
+4,661
+138% +$1.44M 0.19% 120
2025
Q1 		$1.05M Buy
3,368
+1,717
+104% +$514K 0.1% 176
2024
Q4 		$478K Sell
1,651
-266
-14% -$79.3K 0.05% 235
2024
Q3 		$584K Buy
+1,917
New +$528K 0.06% 214
2024
Q2 		– Sell
-1,028
Closed -$290K – 377
2024
Q1 		$290K Sell
1,028
-1,054
-51% -$307K 0.04% 292
2023
Q4 		$617K Buy
+2,082
New +$567K 0.1% 183
2023
Q2 		– Sell
-1,632
Closed -$456K – 242
2023
Q1 		$456K Buy
+1,632
New +$437K 0.14% 91
2020
Q1 		$827K Buy
+4,999
New +$985K 0.59% 42

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 $3.38T AUM 44.17% 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

Waterloo Capital's MCD Position: Q2 2026 in Review

Waterloo Capital reduced its McDonald's (MCD) stake by 79% in Q2 2026, selling an estimated $1.9M and leaving 1,743 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #364.

Waterloo Capital first reported a position in MCD in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.62M in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Waterloo Capital held 1,743 shares of McDonald's worth $471K as of Q2 2026.
  • Waterloo Capital sold 6,613 McDonald's shares in Q2 2026, an estimated $1.9M.
  • McDonald's made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #364 holding.
  • Waterloo Capital first reported a position in McDonald's in Q1 2020 and has held it in 12 quarters since.
  • Waterloo Capital's McDonald's position peaked at $2.62M in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.