Blume Capital Management’s McDonald's MCD Stock Holding History

Blume Capital 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	$263K	Hold	973	–	–	0.04%	110
2026 Q1	$302K	Buy	973 +733	+305%	+$234K	0.05%	102
2025 Q4	$73.4K	Sell	240 -91	-27%	-$27.9K	0.01%	162
2025 Q3	$101K	Sell	331 -44	-12%	-$13.4K	0.02%	150
2025 Q2	$110K	Sell	375 -13	-3%	-$4.01K	0.02%	143
2025 Q1	$121K	Sell	388 -12	-3%	-$3.59K	0.03%	137
2024 Q4	$116K	Hold	400	–	–	0.03%	140
2024 Q3	$122K	Hold	400	–	–	0.03%	142
2024 Q2	$102K	Hold	400	–	–	0.02%	148
2024 Q1	$113K	Hold	400	–	–	0.03%	138
2023 Q4	$119K	Buy	400 +132	+49%	+$35.9K	0.03%	126
2023 Q3	$70.6K	Hold	268	–	–	0.02%	153
2023 Q2	$80K	Buy	268 +68	+34%	+$19.8K	0.02%	142
2023 Q1	$55.9K	Hold	200	–	–	0.02%	163
2022 Q4	$52.7K	Hold	200	–	–	0.02%	162
2022 Q3	$46K	Hold	200	–	–	0.02%	161
2022 Q2	$49K	Hold	200	–	–	0.02%	161
2022 Q1	$49K	Hold	200	–	–	0.02%	157
2021 Q4	$54K	Hold	200	–	–	0.02%	169
2021 Q3	$48K	Hold	200	–	–	0.02%	173
2021 Q2	$46K	Hold	200	–	–	0.02%	173
2021 Q1	$45K	Hold	200	–	–	0.02%	161
2020 Q4	$43K	Hold	200	–	–	0.02%	126
2020 Q3	$44K	Hold	200	–	–	0.02%	122
2020 Q2	$37K	Hold	200	–	–	0.02%	123
2020 Q1	$33K	Hold	200	–	–	0.02%	125
2019 Q4	$39K	Hold	200	–	–	0.02%	134
2019 Q3	$42K	Hold	200	–	–	0.02%	133
2019 Q2	$42K	Hold	200	–	–	0.02%	125
2019 Q1	$38K	Hold	200	–	–	0.02%	134
2018 Q4	$36K	Hold	200	–	–	0.02%	135
2018 Q3	$33K	Hold	200	–	–	0.02%	134
2018 Q2	$31K	Hold	200	–	–	0.02%	135
2018 Q1	$31K	Hold	200	–	–	0.02%	142
2017 Q4	$34K	Sell	200 -120	-38%	-$20.2K	0.02%	146
2017 Q3	$50K	Sell	320 -54	-14%	-$8.46K	0.03%	118
2017 Q2	$57K	Hold	374	–	–	0.03%	94
2017 Q1	$48K	Sell	374 -100	-21%	-$12.5K	0.03%	101
2016 Q4	$58K	Sell	474 -100	-17%	-$11.7K	0.03%	92
2016 Q3	$66K	Buy	574 +220	+62%	+$26.1K	0.04%	83
2016 Q2	$43K	Hold	354	–	–	0.03%	109
2016 Q1	$44K	Sell	354 -70	-17%	-$8.37K	0.03%	105
2015 Q4	$50K	Sell	424 -100	-19%	-$11.2K	0.04%	102
2015 Q3	$52K	Hold	524	–	–	0.04%	92
2015 Q2	$50K	Sell	524 -100	-16%	-$9.67K	0.04%	111
2015 Q1	$61K	Sell	624 -700	-53%	-$66.4K	0.04%	118
2014 Q4	$124K	Buy	1,324 +900	+212%	+$84.3K	0.09%	74
2014 Q3	$40K	Hold	424	–	–	0.03%	106
2014 Q2	$43K	Hold	424	–	–	0.03%	109
2014 Q1	$42K	Sell	424 -380	-47%	-$36.3K	0.03%	113
2013 Q4	$78K	Buy	+804	New	+$77.2K	0.06%	82

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

Blume Capital Management's MCD Position: Q2 2026 in Review

Blume Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 973 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #110.

Blume Capital Management first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $302K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Blume Capital Management held 973 shares of McDonald's worth $263K as of Q2 2026.
Blume Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.04% of Blume Capital Management's portfolio in Q2 2026, its #110 holding.
Blume Capital Management first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
Blume Capital Management's McDonald's position peaked at $302K in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.