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Asset Advisors Investment Management’s McDonald's MCD Stock Holding History

Asset Advisors Investment 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 		$1.62M Sell
6,009
-100
-2% -$28.7K 0.15% 68
2026
Q1 		$1.9M Sell
6,109
-516
-8% -$164K 0.18% 64
2025
Q4 		$2.02M Sell
6,625
-200
-3% -$61.3K 0.19% 63
2025
Q3 		$2.07M Sell
6,825
-75
-1% -$22.8K 0.2% 60
2025
Q2 		$2.02M Sell
6,900
-315
-4% -$97.1K 0.2% 60
2025
Q1 		$2.25M Sell
7,215
-33
-0.5% -$9.87K 0.24% 56
2024
Q4 		$2.1M Sell
7,248
-125
-2% -$37.3K 0.22% 56
2024
Q3 		$2.25M Sell
7,373
-297
-4% -$81.9K 0.23% 58
2024
Q2 		$1.95M Sell
7,670
-125
-2% -$33.2K 0.21% 59
2024
Q1 		$2.2M Sell
7,795
-1,033
-12% -$300K 0.25% 53
2023
Q4 		$2.62M Sell
8,828
-65
-0.7% -$17.7K 0.32% 50
2023
Q3 		$2.34M Buy
8,893
+50
+0.6% +$14.3K 0.32% 52
2023
Q2 		$2.64M Sell
8,843
-100
-1% -$29.1K 0.34% 51
2023
Q1 		$2.5M Sell
8,943
-800
-8% -$214K 0.33% 51
2022
Q4 		$2.57M Hold
9,743
– – 0.34% 52
2022
Q3 		$2.25M Sell
9,743
-50
-0.5% -$12.8K 0.32% 54
2022
Q2 		$2.42M Hold
9,793
– – 0.33% 50
2022
Q1 		$2.42M Buy
9,793
+164
+2% +$40.9K 0.27% 54
2021
Q4 		$2.58M Hold
9,629
– – 0.26% 56
2021
Q3 		$2.32M Hold
9,629
– – 0.26% 57
2021
Q2 		$2.22M Hold
9,629
– – 0.25% 58
2021
Q1 		$2.23M Sell
9,629
-2,051
-18% -$439K 0.26% 59
2020
Q4 		$2.51M Sell
11,680
-88
-0.7% -$19.1K 0.32% 49
2020
Q3 		$2.58M Sell
11,768
-100
-0.8% -$20.5K 0.39% 47
2020
Q2 		$2.19M Buy
11,868
+89
+0.8% +$16.3K 0.35% 49
2020
Q1 		$1.95M Sell
11,779
-83
-0.7% -$16.4K 0.36% 49
2019
Q4 		$2.46M Sell
11,862
-101
-0.8% -$20K 0.36% 48
2019
Q3 		$2.57M Sell
11,963
-100
-0.8% -$21.4K 0.41% 46
2019
Q2 		$2.5M Buy
12,063
+34
+0.3% +$6.74K 0.42% 48
2019
Q1 		$2.28M Sell
12,029
-250
-2% -$45.4K 0.41% 50
2018
Q4 		$2.18M Sell
12,279
-1,054
-8% -$187K 0.43% 50
2018
Q3 		$2.23M Buy
+13,333
New +$2.14M 0.37% 53

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

Asset Advisors Investment Management's MCD Position: Q2 2026 in Review

Asset Advisors Investment Management reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $28.7K and leaving 6,009 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #68.

Asset Advisors Investment Management first reported a position in MCD in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.64M in Q2 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Asset Advisors Investment Management held 6,009 shares of McDonald's worth $1.62M as of Q2 2026.
  • Asset Advisors Investment Management sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.15% of Asset Advisors Investment Management's portfolio in Q2 2026, its #68 holding.
  • Asset Advisors Investment Management first reported a position in McDonald's in Q3 2018 and has held it in 32 quarters since.
  • Asset Advisors Investment Management's McDonald's position peaked at $2.64M in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.