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ZEGA Investments’s McDonald's MCD Stock Holding History

ZEGA 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 		$829K Buy
3,066
+64
+2% +$18.4K 0.09% 147
2026
Q1 		$933K Buy
3,002
+7
+0.2% +$2.23K 0.1% 117
2025
Q4 		$915K Buy
2,995
+43
+1% +$13.2K 0.11% 98
2025
Q3 		$897K Buy
2,952
+1,448
+96% +$441K 0.12% 96
2025
Q2 		$439K Buy
+1,504
New +$464K 0.06% 106

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

ZEGA Investments's MCD Position: Q2 2026 in Review

ZEGA Investments increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,066 shares worth $829K. The position accounts for 0.09% of the portfolio, ranked #147.

ZEGA Investments first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $933K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • ZEGA Investments held 3,066 shares of McDonald's worth $829K as of Q2 2026.
  • ZEGA Investments bought 64 McDonald's shares in Q2 2026, an estimated $18.4K.
  • McDonald's made up 0.09% of ZEGA Investments's portfolio in Q2 2026, its #147 holding.
  • ZEGA Investments first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • ZEGA Investments's McDonald's position peaked at $933K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.