Ardent Capital Management’s McDonald's MCD Stock Holding History

Ardent Capital 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	$257K	Hold	951	–	–	0.11%	39
2026 Q1	$296K	Hold	951	–	–	0.13%	40
2025 Q4	$291K	Hold	951	–	–	0.12%	43
2025 Q3	$289K	Hold	951	–	–	0.12%	43
2025 Q2	$278K	Hold	951	–	–	0.13%	39
2025 Q1	$297K	Hold	951	–	–	0.13%	38
2024 Q4	$276K	Hold	951	–	–	0.13%	38
2024 Q3	$290K	Hold	951	–	–	0.13%	37
2024 Q2	$242K	Hold	951	–	–	0.12%	38
2024 Q1	$268K	Hold	951	–	–	0.13%	40
2023 Q4	$282K	Hold	951	–	–	0.15%	39
2023 Q3	$251K	Buy	+951	New	+$271K	0.14%	40

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

Ardent Capital Management's MCD Position: Q2 2026 in Review

Ardent Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 951 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #39.

Ardent Capital Management first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $297K in Q1 2025. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ardent Capital Management held 951 shares of McDonald's worth $257K as of Q2 2026.
Ardent Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of Ardent Capital Management's portfolio in Q2 2026, its #39 holding.
Ardent Capital Management first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
Ardent Capital Management's McDonald's position peaked at $297K in Q1 2025.
710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.