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

Yoffe 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 		$672K Hold
2,485
– – 0.77% 47
2026
Q1 		$772K Hold
2,485
– – 0.99% 33
2025
Q4 		$760K Hold
2,485
– – 0.97% 35
2025
Q3 		$755K Hold
2,485
– – 0.98% 31
2025
Q2 		$726K Hold
2,485
– – 0.99% 30
2025
Q1 		$776K Hold
2,485
– – 1.14% 23
2024
Q4 		$720K Buy
+2,485
New +$741K 1.07% 27

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

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

Yoffe Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 2,485 shares worth $672K. The position accounts for 0.77% of the portfolio, ranked #47.

Yoffe Investment Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $776K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Yoffe Investment Management held 2,485 shares of McDonald's worth $672K as of Q2 2026.
  • Yoffe Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.77% of Yoffe Investment Management's portfolio in Q2 2026, its #47 holding.
  • Yoffe Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's McDonald's position peaked at $776K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.