Avity Investment Management’s McDonald's MCD Stock Holding History

Avity 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	$392K	Sell	1,450 -230	-14%	-$66K	0.03%	97
2026 Q1	$522K	Sell	1,680 -225	-12%	-$71.7K	0.04%	83
2025 Q4	$582K	Hold	1,905	–	–	0.04%	78
2025 Q3	$579K	Hold	1,905	–	–	0.04%	77
2025 Q2	$557K	Hold	1,905	–	–	0.04%	75
2025 Q1	$595K	Sell	1,905 -120	-6%	-$35.9K	0.05%	70
2024 Q4	$587K	Sell	2,025 -118	-6%	-$35.2K	0.05%	69
2024 Q3	$653K	Sell	2,143 -30	-1%	-$8.27K	0.05%	66
2024 Q2	$554K	Sell	2,173 -185	-8%	-$49.1K	0.04%	65
2024 Q1	$665K	Sell	2,358 -10	-0.4%	-$2.91K	0.06%	61
2023 Q4	$702K	Buy	2,368 +190	+9%	+$51.7K	0.06%	55
2023 Q3	$574K	Buy	2,178 +85	+4%	+$24.2K	0.06%	53
2023 Q2	$625K	Hold	2,093	–	–	0.06%	57
2023 Q1	$585K	Sell	2,093 -78	-4%	-$20.9K	0.06%	59
2022 Q4	$572K	Sell	2,171 -272	-11%	-$71.8K	0.06%	56
2022 Q3	$564K	Hold	2,443	–	–	0.06%	53
2022 Q2	$603K	Sell	2,443 -164	-6%	-$40.4K	0.06%	57
2022 Q1	$645K	Hold	2,607	–	–	0.06%	59
2021 Q4	$699K	Buy	2,607 +32	+1%	+$8.08K	0.05%	52
2021 Q3	$621K	Buy	2,575 +740	+40%	+$177K	0.05%	49
2021 Q2	$424K	Buy	1,835 +28	+2%	+$6.52K	0.04%	62
2021 Q1	$405K	Hold	1,807	–	–	0.04%	61
2020 Q4	$388K	Buy	1,807 +132	+8%	+$28.7K	0.04%	59
2020 Q3	$368K	Sell	1,675 -64	-4%	-$13.1K	0.04%	55
2020 Q2	$321K	Buy	1,739 +64	+4%	+$11.7K	0.04%	55
2020 Q1	$277K	Sell	1,675 -150	-8%	-$29.6K	0.04%	54
2019 Q4	$361K	Buy	1,825 +200	+12%	+$39.7K	0.04%	59
2019 Q3	$349K	Sell	1,625 -600	-27%	-$129K	0.04%	57
2019 Q2	$462K	Hold	2,225	–	–	0.05%	48
2019 Q1	$423K	Sell	2,225 -50	-2%	-$9.07K	0.05%	49
2018 Q4	$404K	Hold	2,275	–	–	0.06%	50
2018 Q3	$381K	Hold	2,275	–	–	0.05%	54
2018 Q2	$356K	Hold	2,275	–	–	0.05%	58
2018 Q1	$356K	Sell	2,275 -75	-3%	-$12.3K	0.05%	57
2017 Q4	$404K	Hold	2,350	–	–	0.05%	54
2017 Q3	$368K	Hold	2,350	–	–	0.05%	55
2017 Q2	$360K	Hold	2,350	–	–	0.05%	56
2017 Q1	$305K	Hold	2,350	–	–	0.04%	63
2016 Q4	$286K	Hold	2,350	–	–	0.04%	62
2016 Q3	$270K	Buy	+2,350	New	+$278K	0.04%	61

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Avity Investment Management's MCD Position: Q2 2026 in Review

Avity Investment Management reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $66K and leaving 1,450 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #97.

Avity Investment Management first reported a position in MCD in Q3 2016 and has held it in 40 quarters since. The position peaked at $702K in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Avity Investment Management held 1,450 shares of McDonald's worth $392K as of Q2 2026.
Avity Investment Management sold 230 McDonald's shares in Q2 2026, an estimated $66K.
McDonald's made up 0.03% of Avity Investment Management's portfolio in Q2 2026, its #97 holding.
Avity Investment Management first reported a position in McDonald's in Q3 2016 and has held it in 40 quarters since.
Avity Investment Management's McDonald's position peaked at $702K in Q4 2023.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.