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
2017 Q1	–	Sell	-250	Closed	-$541K	–	104
2016 Q4	$541K	Hold	250	–	–	0.1%	85
2016 Q3	$398K	Hold	250	–	–	0.07%	88
2016 Q2	$520K	Hold	250	–	–	0.09%	87
2016 Q1	$687K	Sell	250 -411	-62%	-$49.1K	0.11%	82
2015 Q4	$1.41M	Sell	661 -1,089	-62%	-$122K	0.36%	57
2015 Q3	$1.39M	Buy	1,750 +250	+17%	+$24.4K	0.29%	59
2015 Q2	$866K	Hold	1,500	–	–	0.18%	66
2015 Q1	$1.26M	Hold	1,500	–	–	0.26%	57
2014 Q4	$1M	Buy	+1,500	New	+$140K	0.2%	59

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 2,610 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.
2,610 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.