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West Family Investments’s McDonald's MCD Stock Holding History

West Family Investments’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 		$1.28M Sell
4,739
-30
-0.6% -$8.6K 0.37% 40
2026
Q1 		$1.48M Sell
4,769
-765
-14% -$244K 0.52% 31
2025
Q4 		$1.69M Sell
5,534
-993
-15% -$304K 0.4% 45
2025
Q3 		$1.98M Buy
6,527
+168
+3% +$51.1K 0.44% 36
2025
Q2 		$1.86M Buy
6,359
+1,473
+30% +$454K 0.48% 31
2025
Q1 		$1.53M Buy
4,886
+10
+0.2% +$2.99K 0.57% 31
2024
Q4 		$1.41M Buy
4,876
+79
+2% +$23.6K 0.49% 40
2024
Q3 		$1.46M Buy
4,797
+117
+3% +$32.2K 0.5% 39
2024
Q2 		$1.19M Sell
4,680
-101
-2% -$26.8K 0.36% 56
2024
Q1 		$1.35M Buy
4,781
+32
+0.7% +$9.31K 0.42% 50
2023
Q4 		$1.41M Buy
4,749
+47
+1% +$12.8K 0.48% 45
2023
Q3 		$1.24M Sell
4,702
-28
-0.6% -$7.99K 0.43% 51
2023
Q2 		$1.41M Buy
4,730
+34
+0.7% +$9.88K 0.55% 38
2023
Q1 		$1.31M Buy
4,696
+30
+0.6% +$8.04K 0.52% 46
2022
Q4 		$1.23M Sell
4,666
-135
-3% -$35.6K 0.42% 47
2022
Q3 		$1.11M Buy
4,801
+65
+1% +$16.6K 0.46% 47
2022
Q2 		$1.17M Sell
4,736
-446
-9% -$110K 0.46% 42
2022
Q1 		$1.28M Buy
5,182
+22
+0.4% +$5.48K 0.36% 48
2021
Q4 		$1.38M Sell
5,160
-488
-9% -$123K 0.38% 47
2021
Q3 		$1.36M Buy
5,648
+275
+5% +$65.6K 0.35% 49
2021
Q2 		$1.24M Buy
+5,373
New +$1.25M 0.34% 45

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

West Family Investments's MCD Position: Q2 2026 in Review

West Family Investments reduced its McDonald's (MCD) stake by 0.63% in Q2 2026, selling an estimated $8.6K and leaving 4,739 shares worth $1.28M. The position accounts for 0.37% of the portfolio, ranked #40.

West Family Investments first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.98M in Q3 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • West Family Investments held 4,739 shares of McDonald's worth $1.28M as of Q2 2026.
  • West Family Investments sold 30 McDonald's shares in Q2 2026, an estimated $8.6K.
  • McDonald's made up 0.37% of West Family Investments's portfolio in Q2 2026, its #40 holding.
  • West Family Investments first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's McDonald's position peaked at $1.98M in Q3 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.