1620 Investment Advisors’s McDonald's MCD Stock Holding History

1620 Investment Advisors’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	$7.84K	Hold	29	–	–	﹤0.01%	520
2026 Q1	$9.01K	Sell	29 -4	-12%	-$1.27K	0.01%	480
2025 Q4	$10.1K	Hold	33	–	–	0.01%	464
2025 Q3	$10K	Hold	33	–	–	0.01%	455
2025 Q2	$9.64K	Hold	33	–	–	0.01%	461
2025 Q1	$10.3K	Hold	33	–	–	0.01%	443
2024 Q4	$9.57K	Sell	33 -286	-90%	-$85.3K	0.01%	462
2024 Q3	$97K	Buy	319 +6	+2%	+$1.65K	0.07%	232
2024 Q2	$79.8K	Buy	+313	New	+$83K	0.06%	243

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

1620 Investment Advisors's MCD Position: Q2 2026 in Review

1620 Investment Advisors held its McDonald's (MCD) position steady in Q2 2026 at 29 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

1620 Investment Advisors first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $97K in Q3 2024. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

1620 Investment Advisors held 29 shares of McDonald's worth $7.84K as of Q2 2026.
1620 Investment Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #520 holding.
1620 Investment Advisors first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's McDonald's position peaked at $97K in Q3 2024.
1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.