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Bennett Selby Investments’s McDonald's MCD Stock Holding History

Bennett Selby Investments’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 		$1.37M Sell
5,075
-43
-0.8% -$12.3K 0.44% 34
2026
Q1 		$1.59M Sell
5,118
-10
-0.2% -$3.19K 0.56% 31
2025
Q4 		$1.57M Buy
5,128
+1
+0% +$306 0.5% 33
2025
Q3 		$1.56M Sell
5,127
-8
-0.2% -$2.44K 0.52% 34
2025
Q2 		$1.5M Sell
5,135
-17
-0.3% -$5.24K 0.53% 33
2025
Q1 		$1.61M Sell
5,152
-22
-0.4% -$6.58K 0.64% 29
2024
Q4 		$1.5M Buy
5,174
+37
+0.7% +$11K 0.6% 27
2024
Q3 		$1.56M Sell
5,137
-71
-1% -$19.6K 0.66% 27
2024
Q2 		$1.33M Buy
5,208
+100
+2% +$26.5K 0.6% 27
2024
Q1 		$1.44M Buy
5,108
+264
+5% +$76.8K 0.67% 25
2023
Q4 		$1.44M Buy
4,844
+33
+0.7% +$8.98K 0.74% 27
2023
Q3 		$1.27M Buy
4,811
+17
+0.4% +$4.85K 0.74% 26
2023
Q2 		$1.43M Buy
4,794
+14
+0.3% +$4.07K 0.82% 24
2023
Q1 		$1.34M Sell
4,780
-64
-1% -$17.1K 0.88% 23
2022
Q4 		$1.28M Buy
4,844
+6
+0.1% +$1.58K 0.96% 23
2022
Q3 		$1.12M Hold
4,838
– – 0.89% 22
2022
Q2 		$1.19M Sell
4,838
-331
-6% -$81.5K 0.92% 21
2022
Q1 		$1.28M Buy
5,169
+17
+0.3% +$4.24K 0.77% 26
2021
Q4 		$1.38M Sell
5,152
-10
-0.2% -$2.52K 0.8% 27
2021
Q3 		$1.25M Buy
5,162
+46
+0.9% +$11K 0.81% 27
2021
Q2 		$1.18M Buy
5,116
+10
+0.2% +$2.33K 0.8% 28
2021
Q1 		$1.14M Hold
5,106
– – 0.89% 27
2020
Q4 		$1.1M Buy
+5,106
New +$1.11M 0.93% 24

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bennett Selby Investments's MCD Position: Q2 2026 in Review

Bennett Selby Investments reduced its McDonald's (MCD) stake by 0.84% in Q2 2026, selling an estimated $12.3K and leaving 5,075 shares worth $1.37M. The position accounts for 0.44% of the portfolio, ranked #34.

Bennett Selby Investments first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q1 2025. 1,875 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bennett Selby Investments held 5,075 shares of McDonald's worth $1.37M as of Q2 2026.
  • Bennett Selby Investments sold 43 McDonald's shares in Q2 2026, an estimated $12.3K.
  • McDonald's made up 0.44% of Bennett Selby Investments's portfolio in Q2 2026, its #34 holding.
  • Bennett Selby Investments first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Bennett Selby Investments's McDonald's position peaked at $1.61M in Q1 2025.
  • 1,875 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.