Asset Allocation & Management Company’s McDonald's MCD Stock Holding History

Asset Allocation & Management Company’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	–	Sell	-1,000	Closed	-$311K	–	83
2026 Q1	$311K	Hold	1,000	–	–	0.12%	73
2025 Q4	$306K	Hold	1,000	–	–	0.12%	69
2025 Q3	$304K	Hold	1,000	–	–	0.13%	66
2025 Q2	$292K	Hold	1,000	–	–	0.14%	71
2025 Q1	$312K	Hold	1,000	–	–	0.16%	64
2024 Q4	$290K	Buy	+1,000	New	+$298K	0.16%	66
2023 Q2	–	Sell	-4,452	Closed	-$1.25M	–	85
2023 Q1	$1.25M	Sell	4,452 -1,000	-18%	-$268K	0.5%	26
2022 Q4	$1.44M	Sell	5,452 -148	-3%	-$39K	0.56%	22
2022 Q3	$1.29M	Hold	5,600	–	–	0.53%	22
2022 Q2	$1.38M	Sell	5,600 -540	-9%	-$133K	0.58%	22
2022 Q1	$1.52M	Hold	6,140	–	–	0.54%	28
2021 Q4	$1.65M	Buy	+6,140	New	+$1.55M	0.56%	26
2020 Q1	–	Sell	-1,091	Closed	-$216K	–	60
2019 Q4	$216K	Buy	+1,091	New	+$216K	0.08%	59

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

Asset Allocation & Management Company's MCD Position: Q2 2026 in Review

Asset Allocation & Management Company sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,000 shares — an estimated $311K sold.

Asset Allocation & Management Company first reported a position in MCD in Q4 2019 and held it in 13 quarters. The position peaked at $1.65M in Q4 2021. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Asset Allocation & Management Company reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Asset Allocation & Management Company sold 1,000 McDonald's shares in Q2 2026, an estimated $311K.
Asset Allocation & Management Company first reported a position in McDonald's in Q4 2019 and held it in 13 quarters.
Asset Allocation & Management Company's McDonald's position peaked at $1.65M in Q4 2021.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.