Atria Investments’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 | $17.3M | Buy |
64,048
+2,782
| +5% | +$798K | 0.17% | 117 |
|
|
2026
Q1 | $19M | Sell |
61,266
-115
| -0.2% | -$36.6K | 0.21% | 82 |
|
|
2025
Q4 | $18.8M | Buy |
61,381
+805
| +1% | +$247K | 0.21% | 86 |
|
|
2025
Q3 | $18.4M | Sell |
60,576
-2,598
| -4% | -$791K | 0.21% | 89 |
|
|
2025
Q2 | $18.5M | Sell |
63,174
-2,018
| -3% | -$622K | 0.22% | 90 |
|
|
2025
Q1 | $20.4M | Buy |
65,192
+2,022
| +3% | +$605K | 0.26% | 66 |
|
|
2024
Q4 | $18.3M | Sell |
63,170
-3,983
| -6% | -$1.19M | 0.23% | 81 |
|
|
2024
Q3 | $20.4M | Buy |
67,153
+1,749
| +3% | +$482K | 0.25% | 71 |
|
|
2024
Q2 | $16.7M | Buy |
65,404
+631
| +1% | +$167K | 0.22% | 89 |
|
|
2024
Q1 | $18.3M | Buy |
64,773
+3,705
| +6% | +$1.08M | 0.25% | 78 |
|
|
2023
Q4 | $18.1M | Buy |
61,068
+389
| +0.6% | +$106K | 0.28% | 77 |
|
|
2023
Q3 | $16M | Buy |
60,679
+678
| +1% | +$193K | 0.28% | 68 |
|
|
2023
Q2 | $17.9M | Sell |
60,001
-3,307
| -5% | -$961K | 0.32% | 62 |
|
|
2023
Q1 | $17.7M | Buy |
63,308
+6,909
| +12% | +$1.85M | 0.34% | 61 |
|
|
2022
Q4 | $14.9M | Buy |
56,399
+169
| +0.3% | +$44.6K | 0.3% | 69 |
|
|
2022
Q3 | $13M | Buy |
56,230
+1,226
| +2% | +$313K | 0.29% | 72 |
|
|
2022
Q2 | $13.6M | Buy |
55,004
+4,237
| +8% | +$1.04M | 0.28% | 72 |
|
|
2022
Q1 | $12.6M | Sell |
50,767
-1,630
| -3% | -$406K | 0.22% | 104 |
|
|
2021
Q4 | $14M | Buy |
52,397
+5,292
| +11% | +$1.34M | 0.25% | 90 |
|
|
2021
Q3 | $11.4M | Buy |
47,105
+13,480
| +40% | +$3.22M | 0.21% | 116 |
|
|
2021
Q2 | $7.77M | Buy |
33,625
+2,852
| +9% | +$664K | 0.15% | 154 |
|
|
2021
Q1 | $6.9M | Sell |
30,773
-3,849
| -11% | -$823K | 0.15% | 154 |
|
|
2020
Q4 | $7.43M | Buy |
34,622
+10,118
| +41% | +$2.2M | 0.18% | 136 |
|
|
2020
Q3 | $5.38M | Sell |
24,504
-241
| -1% | -$49.5K | 0.16% | 145 |
|
|
2020
Q2 | $4.57M | Buy |
+24,745
| New | +$4.54M | 0.16% | 156 |
|
|
2020
Q1 | – | Sell |
-42,945
| Closed | -$8.49M | – | 931 |
|
|
2019
Q4 | $8.49M | Buy |
42,945
+3,750
| +10% | +$744K | 0.23% | 98 |
|
|
2019
Q3 | $8.41M | Buy |
39,195
+7,110
| +22% | +$1.52M | 0.3% | 71 |
|
|
2019
Q2 | $7.04M | Buy |
32,085
+4,409
| +16% | +$873K | 0.26% | 83 |
|
|
2019
Q1 | $5.26M | Buy |
27,676
+3,538
| +15% | +$642K | 0.22% | 91 |
|
|
2018
Q4 | $4.29M | Buy |
24,138
+126
| +0.5% | +$22.3K | 0.19% | 84 |
|
|
2018
Q3 | $4.02M | Sell |
24,012
-216
| -0.9% | -$34.6K | 0.16% | 113 |
|
|
2018
Q2 | $3.8M | Buy |
24,228
+959
| +4% | +$155K | 0.17% | 113 |
|
|
2018
Q1 | $3.64M | Buy |
23,269
+1,602
| +7% | +$264K | 0.18% | 109 |
|
|
2017
Q4 | $3.73M | Buy |
21,667
+185
| +0.9% | +$31.1K | 0.19% | 105 |
|
|
2017
Q3 | $3.37M | Sell |
21,482
-474
| -2% | -$74.3K | 0.18% | 105 |
|
|
2017
Q2 | $3.36M | Sell |
21,956
-661
| -3% | -$95.5K | 0.21% | 90 |
|
|
2017
Q1 | $2.93M | Buy |
22,617
+2,489
| +12% | +$312K | 0.19% | 104 |
|
|
2016
Q4 | $2.45M | Buy |
20,128
+1,792
| +10% | +$210K | 0.19% | 98 |
|
|
2016
Q3 | $2.12M | Buy |
18,336
+1,049
| +6% | +$124K | 0.19% | 85 |
|
|
2016
Q2 | $2.09M | Buy |
17,287
+2,957
| +21% | +$370K | 0.23% | 68 |
|
|
2016
Q1 | $1.8M | Sell |
14,330
-515
| -3% | -$61.5K | 0.2% | 76 |
|
|
2015
Q4 | $1.71M | Buy |
14,845
+506
| +4% | +$56.6K | 0.19% | 83 |
|
|
2015
Q3 | $1.41M | Sell |
14,339
-967
| -6% | -$94.2K | 0.2% | 81 |
|
|
2015
Q2 | $1.46M | Sell |
15,306
-1,592
| -9% | -$154K | 0.17% | 84 |
|
|
2015
Q1 | $1.65M | Sell |
16,898
-456
| -3% | -$43.3K | 0.19% | 79 |
|
|
2014
Q4 | $1.63M | Sell |
17,354
-779
| -4% | -$72.9K | 0.17% | 92 |
|
|
2014
Q3 | $1.72M | Buy |
18,133
+2,610
| +17% | +$249K | 0.18% | 103 |
|
|
2014
Q2 | $1.56M | Sell |
15,523
-14,597
| -48% | -$1.47M | 0.16% | 120 |
|
|
2014
Q1 | $2.95M | Buy |
30,120
+3,961
| +15% | +$379K | 0.3% | 49 |
|
|
2013
Q4 | $2.54M | Buy |
26,159
+3,554
| +16% | +$341K | 0.25% | 61 |
|
|
2013
Q3 | $2.17M | Buy |
22,605
+8,595
| +61% | +$839K | 0.23% | 66 |
|
|
2013
Q2 | $1.39M | Buy |
+14,010
| New | +$1.4M | 0.17% | 80 |
|
Other funds holding MCD
Atria Investments's MCD Position: Q2 2026 in Review
Atria Investments increased its McDonald's (MCD) stake by 4.5% in Q2 2026, buying an estimated $798K and bringing the position to 64,048 shares worth $17.3M. The position accounts for 0.17% of the portfolio, ranked #117.
Atria Investments first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q3 2024. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Atria Investments held 64,048 shares of McDonald's worth $17.3M as of Q2 2026.
- Atria Investments bought 2,782 McDonald's shares in Q2 2026, an estimated $798K.
- McDonald's made up 0.17% of Atria Investments's portfolio in Q2 2026, its #117 holding.
- Atria Investments first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
- Atria Investments's McDonald's position peaked at $20.4M in Q3 2024.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.