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AMI Asset Management’s McDonald's MCD Stock Holding History

AMI Asset Management’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 		$914K Buy
3,381
+39
+1% +$11.2K 0.05% 69
2026
Q1 		$1.04M Sell
3,342
-22
-0.7% -$7.01K 0.07% 49
2025
Q4 		$1.03M Sell
3,364
-112
-3% -$34.3K 0.06% 57
2025
Q3 		$1.06M Sell
3,476
-35
-1% -$10.7K 0.06% 56
2025
Q2 		$1.03M Sell
3,511
-22
-0.6% -$6.78K 0.06% 51
2025
Q1 		$1.1M Sell
3,533
-42
-1% -$12.6K 0.06% 58
2024
Q4 		$1.04M Sell
3,575
-114
-3% -$34K 0.06% 67
2024
Q3 		$1.12M Sell
3,689
-16
-0.4% -$4.41K 0.06% 61
2024
Q2 		$944K Sell
3,705
-11
-0.3% -$2.92K 0.05% 73
2024
Q1 		$1.05M Sell
3,716
-162
-4% -$47.1K 0.05% 74
2023
Q4 		$1.15M Sell
3,878
-91
-2% -$24.8K 0.06% 68
2023
Q3 		$1.05M Sell
3,969
-16
-0.4% -$4.56K 0.06% 69
2023
Q2 		$1.19M Sell
3,985
-32
-0.8% -$9.3K 0.07% 67
2023
Q1 		$1.12M Buy
4,017
+55
+1% +$14.7K 0.07% 64
2022
Q4 		$1.04M Buy
3,962
+739
+23% +$195K 0.07% 70
2022
Q3 		$744K Sell
3,223
-165
-5% -$42.2K 0.05% 69
2022
Q2 		$836K Sell
3,388
-234
-6% -$57.6K 0.05% 71
2022
Q1 		$896K Buy
3,622
+509
+16% +$127K 0.05% 75
2021
Q4 		$835K Buy
3,113
+312
+11% +$78.8K 0.04% 78
2021
Q3 		$675K Buy
2,801
+19
+0.7% +$4.54K 0.03% 77
2021
Q2 		$643K Buy
2,782
+159
+6% +$37K 0.03% 78
2021
Q1 		$588K Buy
2,623
+179
+7% +$38.3K 0.03% 77
2020
Q4 		$524K Buy
2,444
+39
+2% +$8.48K 0.03% 77
2020
Q3 		$528K Sell
2,405
-5
-0.2% -$1.03K 0.03% 75
2020
Q2 		$445K Sell
2,410
-20
-0.8% -$3.67K 0.02% 71
2020
Q1 		$402K Buy
2,430
+434
+22% +$85.5K 0.03% 72
2019
Q4 		$394K Buy
1,996
+220
+12% +$43.6K 0.02% 75
2019
Q3 		$381K Buy
+1,776
New +$381K 0.02% 73

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

AMI Asset Management's MCD Position: Q2 2026 in Review

AMI Asset Management increased its McDonald's (MCD) stake by 1.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,381 shares worth $914K. The position accounts for 0.05% of the portfolio, ranked #69.

AMI Asset Management first reported a position in MCD in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q2 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AMI Asset Management held 3,381 shares of McDonald's worth $914K as of Q2 2026.
  • AMI Asset Management bought 39 McDonald's shares in Q2 2026, an estimated $11.2K.
  • McDonald's made up 0.05% of AMI Asset Management's portfolio in Q2 2026, its #69 holding.
  • AMI Asset Management first reported a position in McDonald's in Q3 2019 and has held it in 28 quarters since.
  • AMI Asset Management's McDonald's position peaked at $1.19M in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.