AssetMark Inc’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.1M | Buy |
55,876
+1,151
| +2% | +$330K | 0.03% | 450 |
|
|
2026
Q1 | $17M | Sell |
54,725
-597
| -1% | -$190K | 0.03% | 361 |
|
|
2025
Q4 | $16.9M | Buy |
55,322
+6,510
| +13% | +$1.99M | 0.03% | 363 |
|
|
2025
Q3 | $14.8M | Buy |
48,812
+3,277
| +7% | +$997K | 0.03% | 364 |
|
|
2025
Q2 | $13.3M | Sell |
45,535
-23,537
| -34% | -$7.26M | 0.03% | 352 |
|
|
2025
Q1 | $21.6M | Buy |
69,072
+999
| +1% | +$299K | 0.06% | 237 |
|
|
2024
Q4 | $19.7M | Buy |
68,073
+14,003
| +26% | +$4.18M | 0.05% | 248 |
|
|
2024
Q3 | $16.5M | Buy |
54,070
+11,867
| +28% | +$3.27M | 0.05% | 260 |
|
|
2024
Q2 | $10.8M | Buy |
42,203
+724
| +2% | +$192K | 0.03% | 296 |
|
|
2024
Q1 | $11.7M | Buy |
41,479
+4,414
| +12% | +$1.28M | 0.04% | 275 |
|
|
2023
Q4 | $11M | Buy |
37,065
+7,255
| +24% | +$1.97M | 0.04% | 257 |
|
|
2023
Q3 | $7.85M | Buy |
29,810
+2,782
| +10% | +$793K | 0.03% | 277 |
|
|
2023
Q2 | $8.07M | Buy |
27,028
+1,725
| +7% | +$501K | 0.03% | 275 |
|
|
2023
Q1 | $7.07M | Buy |
25,303
+3,621
| +17% | +$970K | 0.03% | 283 |
|
|
2022
Q4 | $5.71M | Buy |
21,682
+4,567
| +27% | +$1.2M | 0.02% | 283 |
|
|
2022
Q3 | $3.95M | Buy |
17,115
+3,293
| +24% | +$842K | 0.02% | 298 |
|
|
2022
Q2 | $3.41M | Buy |
13,822
+5,023
| +57% | +$1.24M | 0.02% | 289 |
|
|
2022
Q1 | $2.18M | Buy |
8,799
+3,498
| +66% | +$871K | 0.01% | 334 |
|
|
2021
Q4 | $1.42M | Buy |
5,301
+1,191
| +29% | +$301K | 0.01% | 365 |
|
|
2021
Q3 | $991K | Sell |
4,110
-12
| -0.3% | -$2.86K | ﹤0.01% | 393 |
|
|
2021
Q2 | $952K | Buy |
4,122
+249
| +6% | +$57.9K | ﹤0.01% | 391 |
|
|
2021
Q1 | $868K | Sell |
3,873
-319
| -8% | -$68.2K | ﹤0.01% | 376 |
|
|
2020
Q4 | $900K | Buy |
4,192
+244
| +6% | +$53.1K | 0.01% | 359 |
|
|
2020
Q3 | $867K | Buy |
3,948
+448
| +13% | +$92K | 0.01% | 344 |
|
|
2020
Q2 | $646K | Sell |
3,500
-11,959
| -77% | -$2.19M | ﹤0.01% | 361 |
|
|
2020
Q1 | $2.56M | Buy |
15,459
+11,122
| +256% | +$2.19M | 0.02% | 263 |
|
|
2019
Q4 | $857K | Sell |
4,337
-2,045
| -32% | -$406K | 0.01% | 359 |
|
|
2019
Q3 | $1.37M | Buy |
6,382
+586
| +10% | +$126K | 0.01% | 295 |
|
|
2019
Q2 | $1.2M | Buy |
5,796
+474
| +9% | +$93.9K | 0.01% | 288 |
|
|
2019
Q1 | $1.01M | Sell |
5,322
-561
| -10% | -$102K | 0.01% | 287 |
|
|
2018
Q4 | $1.04M | Sell |
5,883
-156,560
| -96% | -$27.8M | 0.01% | 279 |
|
|
2018
Q3 | $27.2M | Buy |
162,443
+4,709
| +3% | +$755K | 0.25% | 87 |
|
|
2018
Q2 | $24.7M | Sell |
157,734
-1,294
| -0.8% | -$210K | 0.24% | 88 |
|
|
2018
Q1 | $24.9M | Buy |
159,028
+1,069
| +0.7% | +$176K | 0.26% | 89 |
|
|
2017
Q4 | $27.2M | Sell |
157,959
-6,760
| -4% | -$1.14M | 0.28% | 86 |
|
|
2017
Q3 | $25.8M | Sell |
164,719
-15,937
| -9% | -$2.5M | 0.29% | 85 |
|
|
2017
Q2 | $27.7M | Buy |
180,656
+6,123
| +4% | +$885K | 0.35% | 74 |
|
|
2017
Q1 | $22.6M | Buy |
174,533
+8,291
| +5% | +$1.04M | 0.3% | 82 |
|
|
2016
Q4 | $20.2M | Buy |
166,242
+14,787
| +10% | +$1.73M | 0.3% | 82 |
|
|
2016
Q3 | $17.5M | Buy |
151,455
+132,436
| +696% | +$15.7M | 0.27% | 89 |
|
|
2016
Q2 | $2.29M | Buy |
19,019
+4,931
| +35% | +$618K | 0.04% | 209 |
|
|
2016
Q1 | $1.77M | Buy |
14,088
+10,876
| +339% | +$1.3M | 0.03% | 224 |
|
|
2015
Q4 | $379K | Sell |
3,212
-3,666
| -53% | -$410K | 0.01% | 374 |
|
|
2015
Q3 | $678K | Sell |
6,878
-12,228
| -64% | -$1.19M | 0.01% | 274 |
|
|
2015
Q2 | $1.82M | Buy |
19,106
+9,324
| +95% | +$902K | 0.04% | 210 |
|
|
2015
Q1 | $953K | Buy |
+9,782
| New | +$928K | 0.02% | 285 |
|
|
2014
Q4 | – | Sell |
-2
| Closed | – | – | 489 |
|
|
2014
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 494 |
|
|
2014
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 403 |
|
|
2013
Q4 | $0 | Sell |
2
-18,650
| -100% | -$1.79M | ﹤0.01% | 404 |
|
|
2013
Q3 | $1.79M | Buy |
+18,652
| New | +$1.82M | 0.05% | 186 |
|
Other funds holding MCD
BPC
ECSS
AssetMark Inc's MCD Position: Q2 2026 in Review
AssetMark Inc increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $330K and bringing the position to 55,876 shares worth $15.1M. The position accounts for 0.03% of the portfolio, ranked #450.
AssetMark Inc first reported a position in MCD in Q3 2013 and has held it in 51 quarters since. The position peaked at $27.7M in Q2 2017. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- AssetMark Inc held 55,876 shares of McDonald's worth $15.1M as of Q2 2026.
- AssetMark Inc bought 1,151 McDonald's shares in Q2 2026, an estimated $330K.
- McDonald's made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #450 holding.
- AssetMark Inc first reported a position in McDonald's in Q3 2013 and has held it in 51 quarters since.
- AssetMark Inc's McDonald's position peaked at $27.7M in Q2 2017.
- 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.