ZIG
MCD icon

Zullo Investment Group’s McDonald's MCD Stock Holding History

Zullo Investment Group’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 		$1.77M Sell
6,532
-213
-3% -$61.1K 0.6% 43
2026
Q1 		$2.1M Buy
6,745
+239
+4% +$76.1K 0.8% 33
2025
Q4 		$1.99M Buy
6,506
+71
+1% +$21.7K 0.73% 32
2025
Q3 		$1.96M Buy
6,435
+77
+1% +$23.4K 0.72% 33
2025
Q2 		$1.86M Sell
6,358
-91
-1% -$28.1K 0.75% 34
2025
Q1 		$2.01M Buy
6,449
+133
+2% +$39.8K 0.86% 29
2024
Q4 		$1.83M Sell
6,316
-293
-4% -$87.4K 0.74% 34
2024
Q3 		$2.01M Buy
6,609
+239
+4% +$65.9K 0.84% 29
2024
Q2 		$1.62M Buy
6,370
+88
+1% +$23.3K 0.71% 37
2024
Q1 		$1.77M Sell
6,282
-123
-2% -$35.8K 0.83% 30
2023
Q4 		$1.9M Buy
6,405
+177
+3% +$48.2K 0.97% 25
2023
Q3 		$1.64M Buy
6,228
+321
+5% +$91.6K 0.96% 27
2023
Q2 		$1.76M Buy
5,907
+99
+2% +$28.8K 1.01% 23
2023
Q1 		$1.62M Buy
5,808
+354
+6% +$94.8K 1.01% 24
2022
Q4 		$1.44M Buy
5,454
+142
+3% +$37.5K 0.88% 26
2022
Q3 		$1.23M Buy
5,312
+388
+8% +$99.2K 0.79% 28
2022
Q2 		$1.22M Buy
4,924
+163
+3% +$40.1K 0.76% 30
2022
Q1 		$1.18M Buy
4,761
+442
+10% +$110K 0.61% 34
2021
Q4 		$1.16M Buy
+4,319
New +$1.09M 0.6% 36

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

Zullo Investment Group's MCD Position: Q2 2026 in Review

Zullo Investment Group reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $61.1K and leaving 6,532 shares worth $1.77M. The position accounts for 0.6% of the portfolio, ranked #43.

Zullo Investment Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.1M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Zullo Investment Group held 6,532 shares of McDonald's worth $1.77M as of Q2 2026.
  • Zullo Investment Group sold 213 McDonald's shares in Q2 2026, an estimated $61.1K.
  • McDonald's made up 0.6% of Zullo Investment Group's portfolio in Q2 2026, its #43 holding.
  • Zullo Investment Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's McDonald's position peaked at $2.1M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.