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Ballentine Partners’s McDonald's MCD Stock Holding History

Ballentine Partners’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 		$4.56M Sell
16,880
-2,054
-11% -$589K 0.06% 118
2026
Q1 		$5.88M Buy
18,934
+283
+2% +$90.2K 0.08% 87
2025
Q4 		$5.7M Buy
18,651
+351
+2% +$108K 0.08% 87
2025
Q3 		$5.56M Sell
18,300
-583
-3% -$177K 0.08% 86
2025
Q2 		$5.52M Buy
18,883
+667
+4% +$206K 0.08% 86
2025
Q1 		$5.69M Buy
18,216
+1,008
+6% +$301K 0.1% 78
2024
Q4 		$4.99M Buy
17,208
+151
+0.9% +$45K 0.09% 82
2024
Q3 		$5.19M Buy
17,057
+1,122
+7% +$309K 0.09% 81
2024
Q2 		$4.06M Sell
15,935
-16
-0.1% -$4.25K 0.08% 95
2024
Q1 		$4.5M Sell
15,951
-585
-4% -$170K 0.09% 82
2023
Q4 		$4.9M Sell
16,536
-2,853
-15% -$777K 0.1% 73
2023
Q3 		$5.11M Buy
19,389
+864
+5% +$246K 0.12% 65
2023
Q2 		$5.53M Buy
18,525
+703
+4% +$204K 0.13% 61
2023
Q1 		$4.98M Buy
17,822
+4,946
+38% +$1.33M 0.13% 61
2022
Q4 		$3.39M Sell
12,876
-750
-6% -$198K 0.1% 75
2022
Q3 		$3.14M Buy
13,626
+1,129
+9% +$289K 0.11% 71
2022
Q2 		$3.09M Sell
12,497
-78
-0.6% -$19.2K 0.11% 69
2022
Q1 		$3.11M Buy
12,575
+1,562
+14% +$389K 0.1% 80
2021
Q4 		$2.95M Buy
11,013
+561
+5% +$142K 0.09% 86
2021
Q3 		$2.52M Sell
10,452
-125
-1% -$29.8K 0.09% 85
2021
Q2 		$2.44M Buy
10,577
+955
+10% +$222K 0.08% 84
2021
Q1 		$2.16M Sell
9,622
-2,356
-20% -$504K 0.08% 88
2020
Q4 		$2.57M Sell
11,978
-1,204
-9% -$262K 0.1% 70
2020
Q3 		$2.89M Sell
13,182
-2,404
-15% -$494K 0.13% 61
2020
Q2 		$2.88M Buy
15,586
+18
+0.1% +$3.3K 0.14% 58
2020
Q1 		$2.57M Buy
15,568
+524
+3% +$103K 0.15% 60
2019
Q4 		$2.97M Buy
15,044
+50
+0.3% +$9.92K 0.13% 65
2019
Q3 		$3.22M Sell
14,994
-30
-0.2% -$6.43K 0.15% 61
2019
Q2 		$3.12M Buy
15,024
+9,433
+169% +$1.87M 0.15% 63
2019
Q1 		$1.06M Buy
5,591
+129
+2% +$23.4K 0.06% 120
2018
Q4 		$970K Sell
5,462
-12
-0.2% -$2.13K 0.06% 117
2018
Q3 		$916K Sell
5,474
-40
-0.7% -$6.41K 0.05% 139
2018
Q2 		$864K Buy
5,514
+954
+21% +$155K 0.05% 132
2018
Q1 		$714K Sell
4,560
-520
-10% -$85.5K 0.04% 151
2017
Q4 		$875K Sell
5,080
-367
-7% -$61.6K 0.05% 134
2017
Q3 		$854K Sell
5,447
-36
-0.7% -$5.64K 0.05% 139
2017
Q2 		$867K Buy
5,483
+509
+10% +$73.6K 0.06% 141
2017
Q1 		$644K Sell
4,974
-323
-6% -$40.5K 0.05% 102
2016
Q4 		$646K Buy
5,297
+104
+2% +$12.2K 0.05% 91
2016
Q3 		$599K Sell
5,193
-314
-6% -$37.2K 0.05% 84
2016
Q2 		$663K Sell
5,507
-123
-2% -$15.4K 0.06% 87
2016
Q1 		$708K Buy
5,630
+323
+6% +$38.6K 0.06% 86
2015
Q4 		$627K Buy
5,307
+208
+4% +$23.3K 0.06% 82
2015
Q3 		$502K Sell
5,099
-4
-0.1% -$390 0.05% 87
2015
Q2 		$485K Sell
5,103
-19
-0.4% -$1.84K 0.05% 94
2015
Q1 		$499K Buy
5,122
+47
+0.9% +$4.46K 0.05% 88
2014
Q4 		$476K Sell
5,075
-855
-14% -$80K 0.06% 89
2014
Q3 		$562K Sell
5,930
-156
-3% -$14.9K 0.07% 74
2014
Q2 		$613K Sell
6,086
-221
-4% -$22.3K 0.07% 67
2014
Q1 		$618K Buy
6,307
+78
+1% +$7.46K 0.07% 65
2013
Q4 		$605K Sell
6,229
-38
-0.6% -$3.65K 0.07% 69
2013
Q3 		$603K Buy
6,267
+1,037
+20% +$101K 0.07% 66
2013
Q2 		$517K Buy
+5,230
New +$524K 0.07% 60

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Ballentine Partners's MCD Position: Q2 2026 in Review

Ballentine Partners reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $589K and leaving 16,880 shares worth $4.56M. The position accounts for 0.06% of the portfolio, ranked #118.

Ballentine Partners first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.88M in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ballentine Partners held 16,880 shares of McDonald's worth $4.56M as of Q2 2026.
  • Ballentine Partners sold 2,054 McDonald's shares in Q2 2026, an estimated $589K.
  • McDonald's made up 0.06% of Ballentine Partners's portfolio in Q2 2026, its #118 holding.
  • Ballentine Partners first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Ballentine Partners's McDonald's position peaked at $5.88M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.