Appleton Partners’s McDonald's MCD Stock Holding History

Appleton Partners’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	$4.47M	Sell	16,532 -298	-2%	-$85.5K	0.27%	83
2026 Q1	$5.23M	Sell	16,830 -840	-5%	-$268K	0.36%	73
2025 Q4	$5.4M	Buy	17,670 +77	+0.4%	+$23.6K	0.36%	75
2025 Q3	$5.35M	Sell	17,593 -103	-0.6%	-$31.3K	0.36%	73
2025 Q2	$5.17M	Sell	17,696 -1,092	-6%	-$337K	0.37%	73
2025 Q1	$5.87M	Buy	18,788 +163	+0.9%	+$48.8K	0.45%	71
2024 Q4	$5.4M	Sell	18,625 -616	-3%	-$184K	0.4%	72
2024 Q3	$5.86M	Buy	19,241 +1,603	+9%	+$442K	0.43%	74
2024 Q2	$4.5M	Sell	17,638 -1,658	-9%	-$440K	0.35%	79
2024 Q1	$5.44M	Sell	19,296 -2,757	-13%	-$802K	0.42%	74
2023 Q4	$6.54M	Sell	22,053 -1,378	-6%	-$375K	0.53%	62
2023 Q3	$6.17M	Sell	23,431 -639	-3%	-$182K	0.55%	59
2023 Q2	$7.18M	Sell	24,070 -25	-0.1%	-$7.26K	0.61%	48
2023 Q1	$6.74M	Buy	24,095 +951	+4%	+$255K	0.6%	46
2022 Q4	$6.1M	Sell	23,144 -163	-0.7%	-$43K	0.58%	53
2022 Q3	$5.38M	Buy	23,307 +1,608	+7%	+$411K	0.54%	53
2022 Q2	$5.36M	Buy	21,699 +528	+2%	+$130K	0.51%	57
2022 Q1	$5.24M	Sell	21,171 -874	-4%	-$218K	0.43%	64
2021 Q4	$5.91M	Sell	22,045 -627	-3%	-$158K	0.44%	65
2021 Q3	$5.47M	Sell	22,672 -476	-2%	-$114K	0.46%	65
2021 Q2	$5.35M	Buy	23,148 +696	+3%	+$162K	0.46%	65
2021 Q1	$5.03M	Sell	22,452 -163	-0.7%	-$34.9K	0.47%	61
2020 Q4	$4.85M	Buy	22,615 +3,433	+18%	+$747K	0.48%	60
2020 Q3	$4.21M	Sell	19,182 -840	-4%	-$172K	0.46%	61
2020 Q2	$3.69M	Sell	20,022 -1,604	-7%	-$294K	0.44%	62
2020 Q1	$3.58M	Sell	21,626 -10,015	-32%	-$1.97M	0.5%	57
2019 Q4	$6.25M	Buy	31,641 +1,460	+5%	+$290K	0.69%	42
2019 Q3	$6.48M	Sell	30,181 -637	-2%	-$137K	0.78%	35
2019 Q2	$6.4M	Buy	30,818 +417	+1%	+$82.6K	0.79%	35
2019 Q1	$5.77M	Sell	30,401 -4	-0%	-$726	0.77%	37
2018 Q4	$5.4M	Buy	30,405 +818	+3%	+$145K	0.81%	37
2018 Q3	$4.95M	Buy	29,587 +352	+1%	+$56.4K	0.66%	46
2018 Q2	$4.58M	Buy	29,235 +1,512	+5%	+$245K	0.66%	50
2018 Q1	$4.33M	Buy	27,723 +1,230	+5%	+$202K	0.66%	48
2017 Q4	$4.56M	Sell	26,493 -40	-0.2%	-$6.72K	0.71%	45
2017 Q3	$4.16M	Sell	26,533 -193	-0.7%	-$30.2K	0.7%	46
2017 Q2	$4.09M	Sell	26,726 -428	-2%	-$61.9K	0.69%	54
2017 Q1	$3.52M	Sell	27,154 -1,480	-5%	-$186K	0.65%	55
2016 Q4	$3.48M	Sell	28,634 -2,281	-7%	-$267K	0.7%	49
2016 Q3	$3.57M	Sell	30,915 -1,261	-4%	-$149K	0.67%	51
2016 Q2	$3.87M	Sell	32,176 -1,045	-3%	-$131K	0.79%	43
2016 Q1	$4.17M	Sell	33,221 -388	-1%	-$46.4K	0.83%	46
2015 Q4	$3.97M	Buy	33,609 +3,553	+12%	+$397K	0.78%	46
2015 Q3	$2.96M	Buy	30,056 +2,745	+10%	+$267K	0.67%	52
2015 Q2	$2.6M	Buy	27,311 +95	+0.3%	+$9.19K	0.58%	56
2015 Q1	$2.65M	Sell	27,216 -7,231	-21%	-$686K	0.6%	56
2014 Q4	$3.23M	Sell	34,447 -1,299	-4%	-$122K	0.74%	46
2014 Q3	$3.39M	Sell	35,746 -4,336	-11%	-$414K	0.79%	48
2014 Q2	$4.04M	Sell	40,082 -5,511	-12%	-$556K	0.94%	42
2014 Q1	$4.47M	Sell	45,593 -53,624	-54%	-$5.13M	1.06%	43
2013 Q4	$9.63M	Buy	99,217 +408	+0.4%	+$39.2K	2.31%	5
2013 Q3	$9.51M	Sell	98,809 -1,627	-2%	-$159K	2.55%	4
2013 Q2	$9.94M	Buy	+100,436	New	+$10.1M	2.87%	4

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Appleton Partners's MCD Position: Q2 2026 in Review

Appleton Partners reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $85.5K and leaving 16,532 shares worth $4.47M. The position accounts for 0.27% of the portfolio, ranked #83.

Appleton Partners first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.94M in Q2 2013. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Appleton Partners held 16,532 shares of McDonald's worth $4.47M as of Q2 2026.
Appleton Partners sold 298 McDonald's shares in Q2 2026, an estimated $85.5K.
McDonald's made up 0.27% of Appleton Partners's portfolio in Q2 2026, its #83 holding.
Appleton Partners first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Appleton Partners's McDonald's position peaked at $9.94M in Q2 2013.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.