Aspect Partners’s McDonald's MCD Stock Holding History

Aspect 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	$82.2K	Hold	304	–	–	0.03%	120
2026 Q1	$94.5K	Hold	304	–	–	0.04%	105
2025 Q4	$92.9K	Buy	304 +7	+2%	+$2.14K	0.04%	112
2025 Q3	$90.3K	Sell	297 -40	-12%	-$12.2K	0.04%	118
2025 Q2	$98.5K	Buy	337 +39	+13%	+$12K	0.05%	114
2025 Q1	$93.1K	Sell	298 -4	-1%	-$1.2K	0.05%	100
2024 Q4	$87.5K	Sell	302 -11	-4%	-$3.28K	0.05%	105
2024 Q3	$95.3K	Buy	313 +11	+4%	+$3.03K	0.05%	93
2024 Q2	$77K	Hold	302	–	–	0.05%	104
2024 Q1	$85.1K	Hold	302	–	–	0.07%	98
2023 Q4	$89.5K	Buy	+302	New	+$82.2K	0.06%	91

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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 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

Aspect Partners's MCD Position: Q2 2026 in Review

Aspect Partners held its McDonald's (MCD) position steady in Q2 2026 at 304 shares worth $82.2K. The position accounts for 0.03% of the portfolio, ranked #120.

Aspect Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $98.5K in Q2 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aspect Partners held 304 shares of McDonald's worth $82.2K as of Q2 2026.
Aspect Partners left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.03% of Aspect Partners's portfolio in Q2 2026, its #120 holding.
Aspect Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's McDonald's position peaked at $98.5K in Q2 2025.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.