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Apella Capital’s McDonald's MCD Stock Holding History

Apella 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 		$3.71M Sell
13,147
-23
-0.2% -$6.59K 0.05% 197
2026
Q1 		$4.1M Buy
13,170
+2,326
+21% +$741K 0.06% 182
2025
Q4 		$3.31M Sell
10,844
-913
-8% -$280K 0.07% 163
2025
Q3 		$3.59M Sell
11,757
-193
-2% -$58.7K 0.08% 142
2025
Q2 		$3.51M Buy
11,950
+4,751
+66% +$1.46M 0.1% 127
2025
Q1 		$2.19M Buy
7,199
+1,356
+23% +$406K 0.08% 131
2024
Q4 		$1.69M Sell
5,843
-597
-9% -$178K 0.07% 127
2024
Q3 		$1.96M Buy
6,440
+780
+14% +$215K 0.08% 108
2024
Q2 		$1.39M Buy
5,660
+680
+14% +$180K 0.06% 128
2024
Q1 		$1.34M Sell
4,980
-101
-2% -$29.4K 0.07% 119
2023
Q4 		$1.48M Sell
5,081
-58
-1% -$15.8K 0.08% 109
2023
Q3 		$1.35M Buy
5,139
+64
+1% +$18.3K 0.1% 98
2023
Q2 		$1.51M Buy
+5,075
New +$1.47M 0.11% 94
2022
Q4 		$1.33M Buy
5,057
+404
+9% +$107K 0.12% 88
2022
Q3 		$1.07M Buy
4,653
+66
+1% +$16.9K 0.13% 95
2022
Q2 		$1.13M Buy
4,587
+143
+3% +$35.2K 0.14% 96
2022
Q1 		$1.1M Buy
4,444
+17
+0.4% +$4.24K 0.15% 85
2021
Q4 		$1.19M Hold
4,427
– – 0.15% 82
2021
Q3 		$1.07M Sell
4,427
-716
-14% -$171K 0.15% 93
2021
Q2 		$1.19M Sell
5,143
-3
-0.1% -$698 0.2% 83
2021
Q1 		$1.15M Buy
5,146
+4
+0.1% +$855 0.36% 53
2020
Q4 		$1.1M Sell
5,142
-699
-12% -$152K 0.39% 58
2020
Q3 		$1.28M Hold
5,841
– – 0.52% 46
2020
Q2 		$1.08M Hold
5,841
– – 0.5% 49
2020
Q1 		$966K Buy
+5,841
New +$1.15M 0.56% 48

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apella Capital's MCD Position: Q2 2026 in Review

Apella Capital reduced its McDonald's (MCD) stake by 0.17% in Q2 2026, selling an estimated $6.59K and leaving 13,147 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #197.

Apella Capital first reported a position in MCD in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.1M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Apella Capital held 13,147 shares of McDonald's worth $3.71M as of Q2 2026.
  • Apella Capital sold 23 McDonald's shares in Q2 2026, an estimated $6.59K.
  • McDonald's made up 0.05% of Apella Capital's portfolio in Q2 2026, its #197 holding.
  • Apella Capital first reported a position in McDonald's in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's McDonald's position peaked at $4.1M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.