Ballast 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 | $618K | Sell |
2,286
-42
| -2% | -$12K | 0.12% | 88 |
|
|
2026
Q1 | $724K | Sell |
2,328
-130
| -5% | -$41.4K | 0.17% | 70 |
|
|
2025
Q4 | $751K | Buy |
2,458
+214
| +10% | +$65.5K | 0.18% | 74 |
|
|
2025
Q3 | $682K | Hold |
2,244
| – | – | 0.17% | 74 |
|
|
2025
Q2 | $656K | Sell |
2,244
-137
| -6% | -$42.2K | 0.17% | 69 |
|
|
2025
Q1 | $744K | Hold |
2,381
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $690K | Hold |
2,381
| – | – | 0.2% | 71 |
|
|
2024
Q3 | $725K | Sell |
2,381
-13
| -0.5% | -$3.58K | 0.21% | 71 |
|
|
2024
Q2 | $610K | Buy |
2,394
+13
| +0.5% | +$3.45K | 0.19% | 73 |
|
|
2024
Q1 | $671K | Hold |
2,381
| – | – | 0.21% | 67 |
|
|
2023
Q4 | $706K | Buy |
2,381
+225
| +10% | +$61.2K | 0.24% | 65 |
|
|
2023
Q3 | $568K | Hold |
2,156
| – | – | 0.23% | 67 |
|
|
2023
Q2 | $643K | Sell |
2,156
-350
| -14% | -$102K | 0.25% | 67 |
|
|
2023
Q1 | $701K | Buy |
2,506
+250
| +11% | +$67K | 0.29% | 62 |
|
|
2022
Q4 | $595K | Sell |
2,256
-92
| -4% | -$24.3K | 0.26% | 68 |
|
|
2022
Q3 | $541K | Hold |
2,348
| – | – | 0.26% | 62 |
|
|
2022
Q2 | $579K | Sell |
2,348
-46
| -2% | -$11.3K | 0.27% | 67 |
|
|
2022
Q1 | $591K | Sell |
2,394
-88
| -4% | -$21.9K | 0.23% | 66 |
|
|
2021
Q4 | $665K | Buy |
2,482
+267
| +12% | +$67.4K | 0.26% | 61 |
|
|
2021
Q3 | $534K | Buy |
2,215
+12
| +0.5% | +$2.86K | 0.23% | 60 |
|
|
2021
Q2 | $508K | Sell |
2,203
-25
| -1% | -$5.82K | 0.21% | 63 |
|
|
2021
Q1 | $499K | Sell |
2,228
-104
| -4% | -$22.2K | 0.24% | 59 |
|
|
2020
Q4 | $500K | Hold |
2,332
| – | – | 0.26% | 56 |
|
|
2020
Q3 | $511K | Hold |
2,332
| – | – | 0.29% | 57 |
|
|
2020
Q2 | $430K | Hold |
2,332
| – | – | 0.27% | 64 |
|
|
2020
Q1 | $385K | Hold |
2,332
| – | – | 0.27% | 62 |
|
|
2019
Q4 | $460K | Sell |
2,332
-100
| -4% | -$19.8K | 0.25% | 61 |
|
|
2019
Q3 | $522K | Buy |
2,432
+42
| +2% | +$9.01K | 0.32% | 55 |
|
|
2019
Q2 | $496K | Sell |
2,390
-130
| -5% | -$25.8K | 0.31% | 58 |
|
|
2019
Q1 | $478K | Hold |
2,520
| – | – | 0.31% | 59 |
|
|
2018
Q4 | $447K | Sell |
2,520
-582
| -19% | -$103K | 0.34% | 52 |
|
|
2018
Q3 | $519K | Buy |
3,102
+582
| +23% | +$93.3K | 0.36% | 48 |
|
|
2018
Q2 | $395K | Hold |
2,520
| – | – | 0.31% | 57 |
|
|
2018
Q1 | $394K | Buy |
2,520
+135
| +6% | +$22.2K | 0.31% | 52 |
|
|
2017
Q4 | $411K | Buy |
+2,385
| New | +$401K | 0.35% | 53 |
|
Other funds holding MCD
Ballast Inc's MCD Position: Q2 2026 in Review
Ballast Inc reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $12K and leaving 2,286 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #88.
Ballast Inc first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $751K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Ballast Inc held 2,286 shares of McDonald's worth $618K as of Q2 2026.
- Ballast Inc sold 42 McDonald's shares in Q2 2026, an estimated $12K.
- McDonald's made up 0.12% of Ballast Inc's portfolio in Q2 2026, its #88 holding.
- Ballast Inc first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Ballast Inc's McDonald's position peaked at $751K in Q4 2025.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.