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Addenda Capital’s McDonald's MCD Stock Holding History

Addenda Capital’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 		$5.41M Hold
20,000
– – 0.15% 111
2026
Q1 		$6.22M Hold
20,000
– – 0.18% 103
2025
Q4 		$6.11M Sell
20,000
-2,183
-10% -$669K 0.18% 103
2025
Q3 		$6.74M Sell
22,183
-3
-0% -$913 0.2% 104
2025
Q2 		$6.48M Sell
22,186
-133
-0.6% -$41K 0.23% 95
2025
Q1 		$6.97M Sell
22,319
-38
-0.2% -$11.4K 0.26% 90
2024
Q4 		$6.48M Sell
22,357
-63
-0.3% -$18.8K 0.23% 98
2024
Q3 		$6.83M Buy
22,420
+1
+0% +$276 0.24% 97
2024
Q2 		$5.71M Sell
22,419
-4
-0% -$1.06K 0.22% 102
2024
Q1 		$6.32M Sell
22,423
-63
-0.3% -$18.3K 0.24% 97
2023
Q4 		$6.67M Sell
22,486
-23
-0.1% -$6.26K 0.26% 84
2023
Q3 		$5.93M Sell
22,509
-21
-0.1% -$5.99K 0.26% 90
2023
Q2 		$6.72M Sell
22,530
-9
-0% -$2.62K 0.28% 78
2023
Q1 		$6.3M Sell
22,539
-174
-0.8% -$46.6K 0.26% 85
2022
Q4 		$5.99M Sell
22,713
-294
-1% -$77.6K 0.26% 83
2022
Q3 		$5.31M Buy
+23,007
New +$5.88M 0.24% 84
2013
Q4 		– Sell
-34,369
Closed -$3.31M – 140
2013
Q3 		$3.31M Buy
34,369
+1,880
+6% +$184K 0.3% 68
2013
Q2 		$3.18M Buy
+32,489
New +$3.25M 0.31% 62

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

Addenda Capital's MCD Position: Q2 2026 in Review

Addenda Capital held its McDonald's (MCD) position steady in Q2 2026 at 20,000 shares worth $5.41M. The position accounts for 0.15% of the portfolio, ranked #111.

Addenda Capital first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $6.97M in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Addenda Capital held 20,000 shares of McDonald's worth $5.41M as of Q2 2026.
  • Addenda Capital left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.15% of Addenda Capital's portfolio in Q2 2026, its #111 holding.
  • Addenda Capital first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • Addenda Capital's McDonald's position peaked at $6.97M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Addenda Capital's 13F filing for Q2 2026, filed 14 Jul 2026.