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Abner Herrman & Brock’s McDonald's MCD Stock Holding History

Abner Herrman & Brock’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 		$14.7M Sell
54,463
-682
-1% -$196K 1.4% 30
2026
Q1 		$17.1M Buy
55,145
+208
+0.4% +$66.3K 1.89% 26
2025
Q4 		$16.8M Sell
54,937
-1,309
-2% -$401K 1.71% 26
2025
Q3 		$17.1M Buy
56,246
+46
+0.1% +$14K 1.76% 26
2025
Q2 		$16.4M Sell
56,200
-515
-0.9% -$159K 1.83% 29
2025
Q1 		$17.7M Buy
56,715
+79
+0.1% +$23.6K 2.26% 22
2024
Q4 		$16.4M Buy
56,636
+672
+1% +$200K 2.04% 24
2024
Q3 		$17M Sell
55,964
-413
-0.7% -$114K 2.06% 20
2024
Q2 		$14.4M Sell
56,377
-705
-1% -$187K 1.82% 25
2024
Q1 		$16.1M Sell
57,082
-28
-0% -$8.14K 2.01% 25
2023
Q4 		$16.9M Sell
57,110
-290
-0.5% -$78.9K 2.38% 16
2023
Q3 		$15.1M Sell
57,400
-5,425
-9% -$1.55M 2.32% 21
2023
Q2 		$18.7M Sell
62,825
-186
-0.3% -$54K 2.75% 16
2023
Q1 		$17.6M Buy
63,011
+195
+0.3% +$52.2K 2.66% 15
2022
Q4 		$16.6M Buy
62,816
+4,278
+7% +$1.13M 2.54% 18
2022
Q3 		$13.5M Sell
58,538
-324
-0.6% -$82.8K 2.48% 18
2022
Q2 		$14.5M Buy
58,862
+165
+0.3% +$40.6K 2.51% 20
2022
Q1 		$14.5M Buy
58,697
+294
+0.5% +$73.2K 2.04% 26
2021
Q4 		$15.7M Buy
58,403
+146
+0.3% +$36.9K 2.04% 24
2021
Q3 		$14M Buy
58,257
+454
+0.8% +$108K 1.98% 25
2021
Q2 		$13.4M Buy
57,803
+480
+0.8% +$112K 1.86% 27
2021
Q1 		$12.8M Buy
57,323
+642
+1% +$137K 1.94% 25
2020
Q4 		$12.2M Sell
56,681
-93
-0.2% -$20.2K 1.89% 25
2020
Q3 		$12.5M Buy
56,774
+209
+0.4% +$42.9K 2.1% 21
2020
Q2 		$10.4M Buy
56,565
+51,377
+990% +$9.42M 1.87% 23
2020
Q1 		$858K Sell
5,188
-547
-10% -$108K 0.19% 50
2019
Q4 		$1.13M Sell
5,735
-527
-8% -$105K 0.17% 59
2019
Q3 		$1.34M Buy
6,262
+26
+0.4% +$5.57K 0.2% 51
2019
Q2 		$1.29M Sell
6,236
-55
-0.9% -$10.9K 0.19% 55
2019
Q1 		$1.2M Buy
6,291
+24
+0.4% +$4.36K 0.18% 57
2018
Q4 		$1.11M Sell
6,267
-27
-0.4% -$4.79K 0.2% 55
2018
Q3 		$1.05M Buy
6,294
+96
+2% +$15.4K 0.15% 67
2018
Q2 		$971K Buy
6,198
+38
+0.6% +$6.16K 0.15% 68
2018
Q1 		$963K Sell
6,160
-125
-2% -$20.6K 0.15% 71
2017
Q4 		$1.08M Buy
6,285
+2,325
+59% +$390K 0.18% 70
2017
Q3 		$620K Buy
3,960
+63
+2% +$9.87K 0.11% 82
2017
Q2 		$597K Buy
3,897
+180
+5% +$26K 0.11% 83
2017
Q1 		$482K Sell
3,717
-27
-0.7% -$3.39K 0.1% 79
2016
Q4 		$448K Sell
3,744
-262
-7% -$30.7K 0.09% 80
2016
Q3 		$462K Buy
4,006
+17
+0.4% +$2.01K 0.1% 75
2016
Q2 		$487K Buy
3,989
+35
+0.9% +$4.38K 0.11% 74
2016
Q1 		$497K Buy
+3,954
New +$473K 0.13% 69
2014
Q4 		– Sell
-4,826
Closed -$458K – 93
2014
Q3 		$458K Hold
4,826
– – 0.13% 74
2014
Q2 		$486K Sell
4,826
-35
-0.7% -$3.53K 0.15% 70
2014
Q1 		$477K Buy
4,861
+2,447
+101% +$234K 0.15% 70
2013
Q4 		$231K Sell
2,414
-1,696
-41% -$163K 0.08% 85
2013
Q3 		$395K Sell
4,110
-4,486
-52% -$438K 0.26% 70
2013
Q2 		$851K Buy
+8,596
New +$861K 0.36% 61

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Abner Herrman & Brock's MCD Position: Q2 2026 in Review

Abner Herrman & Brock reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $196K and leaving 54,463 shares worth $14.7M. The position accounts for 1.4% of the portfolio, ranked #30.

Abner Herrman & Brock first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $18.7M in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Abner Herrman & Brock held 54,463 shares of McDonald's worth $14.7M as of Q2 2026.
  • Abner Herrman & Brock sold 682 McDonald's shares in Q2 2026, an estimated $196K.
  • McDonald's made up 1.4% of Abner Herrman & Brock's portfolio in Q2 2026, its #30 holding.
  • Abner Herrman & Brock first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
  • Abner Herrman & Brock's McDonald's position peaked at $18.7M in Q2 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.