Aull & Monroe Investment Management’s McDonald's MCD Stock Holding History

Aull & Monroe 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	$1.25M	Buy	4,626 +58	+1%	+$16.6K	0.52%	52
2026 Q1	$1.42M	Hold	4,568	–	–	0.66%	47
2025 Q4	$1.4M	Buy	4,568 +115	+3%	+$35.2K	0.7%	47
2025 Q3	$1.35M	Buy	4,453 +1	+0%	+$304	0.69%	51
2025 Q2	$1.3M	Sell	4,452 -36	-0.8%	-$11.1K	0.7%	48
2025 Q1	$1.4M	Sell	4,488 -49	-1%	-$14.7K	0.7%	46
2024 Q4	$1.32M	Sell	4,537 -100	-2%	-$29.8K	0.67%	50
2024 Q3	$1.41M	Hold	4,637	–	–	0.66%	52
2024 Q2	$1.18M	Sell	4,637 -49	-1%	-$13K	0.58%	53
2024 Q1	$1.32M	Hold	4,686	–	–	0.6%	50
2023 Q4	$1.39M	Hold	4,686	–	–	0.69%	50
2023 Q3	$1.23M	Sell	4,686 -49	-1%	-$14K	0.64%	51
2023 Q2	$1.41M	Sell	4,735 -20	-0.4%	-$5.81K	0.71%	49
2023 Q1	$1.33M	Buy	4,755 +1	+0%	+$268	0.68%	50
2022 Q4	$1.25M	Buy	4,754 +1	+0%	+$264	0.62%	52
2022 Q3	$1.1M	Hold	4,753	–	–	0.6%	53
2022 Q2	$1.17M	Buy	4,753 +1	+0%	+$246	0.59%	54
2022 Q1	$1.18M	Buy	4,752 +1	+0%	+$249	0.53%	58
2021 Q4	$1.27M	Sell	4,751 -115	-2%	-$29K	0.57%	56
2021 Q3	$1.17M	Sell	4,866 -47	-1%	-$11.2K	0.58%	54
2021 Q2	$1.14M	Hold	4,913	–	–	0.54%	58
2021 Q1	$1.1M	Buy	4,913 +43	+0.9%	+$9.2K	0.54%	56
2020 Q4	$1.04M	Buy	4,870 +1	+0%	+$217	0.56%	55
2020 Q3	$1.07M	Hold	4,869	–	–	0.63%	51
2020 Q2	$898K	Sell	4,869 -124	-2%	-$22.7K	0.56%	57
2020 Q1	$826K	Buy	4,993 +25	+0.5%	+$4.93K	0.55%	54
2019 Q4	$982K	Hold	4,968	–	–	0.5%	61
2019 Q3	$1.07M	Sell	4,968 -96	-2%	-$20.6K	0.56%	56
2019 Q2	$1.05M	Buy	5,064 +16	+0.3%	+$3.17K	0.56%	54
2019 Q1	$959K	Sell	5,048 -100	-2%	-$18.1K	0.51%	61
2018 Q4	$914K	Buy	5,148 +1	+0%	+$177	0.52%	56
2018 Q3	$861K	Hold	5,147	–	–	0.42%	74
2018 Q2	$806K	Sell	5,147 -100	-2%	-$16.2K	0.41%	72
2018 Q1	$820K	Buy	5,247 +1	+0%	+$165	0.43%	72
2017 Q4	$903K	Hold	5,246	–	–	0.46%	70
2017 Q3	$822K	Buy	5,246 +66	+1%	+$10.3K	0.42%	72
2017 Q2	$793K	Buy	5,180 +1	+0%	+$145	0.42%	72
2017 Q1	$671K	Hold	5,179	–	–	0.36%	77
2016 Q4	$631K	Sell	5,179 -50	-1%	-$5.86K	0.35%	76
2016 Q3	$603K	Buy	5,229 +1	+0%	+$118	0.35%	76
2016 Q2	$629K	Sell	5,228 -50	-0.9%	-$6.26K	0.36%	74
2016 Q1	$664K	Sell	5,278 -49	-0.9%	-$5.86K	0.4%	74
2015 Q4	$629K	Hold	5,327	–	–	0.39%	73
2015 Q3	$525K	Buy	5,327 +1	+0%	+$97	0.34%	78
2015 Q2	$531K	Sell	5,326 -100	-2%	-$9.67K	0.31%	81
2015 Q1	$529K	Sell	5,426 -102	-2%	-$9.68K	0.3%	83
2014 Q4	$518K	Buy	5,528 +801	+17%	+$75K	0.28%	84
2014 Q3	$448K	Hold	4,727	–	–	0.24%	88
2014 Q2	$476K	Sell	4,727 -49	-1%	-$4.95K	0.25%	87
2014 Q1	$468K	Sell	4,776 -172	-3%	-$16.4K	0.27%	84
2013 Q4	$480K	Buy	4,948 +201	+4%	+$19.3K	0.28%	83
2013 Q3	$457K	Hold	4,747	–	–	0.3%	81
2013 Q2	$470K	Buy	+4,747	New	+$475K	0.32%	77

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

Aull & Monroe Investment Management's MCD Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,626 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #52.

Aull & Monroe Investment Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.42M in Q1 2026. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aull & Monroe Investment Management held 4,626 shares of McDonald's worth $1.25M as of Q2 2026.
Aull & Monroe Investment Management bought 58 McDonald's shares in Q2 2026, an estimated $16.6K.
McDonald's made up 0.52% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #52 holding.
Aull & Monroe Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's McDonald's position peaked at $1.42M in Q1 2026.
1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.