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AM Investment Strategies’s McDonald's MCD Stock Holding History

AM Investment Strategies’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 		$915K Sell
3,377
-957
-22% -$274K 0.18% 54
2026
Q1 		$1.35M Sell
4,334
-682
-14% -$217K 0.3% 46
2025
Q4 		$1.53M Sell
5,016
-391
-7% -$120K 0.32% 42
2025
Q3 		$1.64M Hold
5,407
– – 0.36% 40
2025
Q2 		$1.58M Buy
5,407
+29
+0.5% +$8.94K 0.37% 37
2025
Q1 		$1.68M Sell
5,378
-418
-7% -$125K 0.41% 36
2024
Q4 		$1.68M Sell
5,796
-376
-6% -$112K 0.41% 36
2024
Q3 		$1.88M Sell
6,172
-564
-8% -$155K 0.46% 33
2024
Q2 		$1.72M Sell
6,736
-745
-10% -$198K 0.42% 35
2024
Q1 		$2.11M Sell
7,481
-280
-4% -$81.4K 0.54% 31
2023
Q4 		$2.3M Sell
7,761
-305
-4% -$83K 0.65% 27
2023
Q3 		$2.13M Sell
8,066
-307
-4% -$87.6K 0.69% 27
2023
Q2 		$2.5M Buy
8,373
+15
+0.2% +$4.36K 0.78% 23
2023
Q1 		$2.34M Sell
8,358
-300
-3% -$80.4K 0.8% 25
2022
Q4 		$2.28M Sell
8,658
-200
-2% -$52.8K 0.81% 24
2022
Q3 		$2.04M Sell
8,858
-528
-6% -$135K 0.75% 24
2022
Q2 		$2.32M Sell
9,386
-270
-3% -$66.5K 0.81% 25
2022
Q1 		$2.39M Sell
9,656
-147
-1% -$36.6K 0.63% 26
2021
Q4 		$2.63M Hold
9,803
– – 0.63% 26
2021
Q3 		$2.36M Buy
9,803
+125
+1% +$29.8K 0.62% 25
2021
Q2 		$2.24M Hold
9,678
– – 0.58% 25
2021
Q1 		$2.17M Hold
9,678
– – 0.6% 25
2020
Q4 		$2.08M Sell
9,678
-25
-0.3% -$5.44K 0.64% 26
2020
Q3 		$2.13M Buy
+9,703
New +$1.99M 0.75% 27

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
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
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

AM Investment Strategies's MCD Position: Q2 2026 in Review

AM Investment Strategies reduced its McDonald's (MCD) stake by 22% in Q2 2026, selling an estimated $274K and leaving 3,377 shares worth $915K. The position accounts for 0.18% of the portfolio, ranked #54.

AM Investment Strategies first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.63M in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AM Investment Strategies held 3,377 shares of McDonald's worth $915K as of Q2 2026.
  • AM Investment Strategies sold 957 McDonald's shares in Q2 2026, an estimated $274K.
  • McDonald's made up 0.18% of AM Investment Strategies's portfolio in Q2 2026, its #54 holding.
  • AM Investment Strategies first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's McDonald's position peaked at $2.63M in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.