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

Boltwood 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 		$541K Buy
2,001
+70
+4% +$20.1K 0.12% 132
2026
Q1 		$600K Buy
1,931
+11
+0.6% +$3.5K 0.15% 118
2025
Q4 		$587K Buy
1,920
+9
+0.5% +$2.76K 0.15% 120
2025
Q3 		$581K Sell
1,911
-14
-0.7% -$4.26K 0.15% 117
2025
Q2 		$562K Sell
1,925
-60
-3% -$18.5K 0.16% 116
2025
Q1 		$620K Buy
1,985
+103
+5% +$30.8K 0.19% 102
2024
Q4 		$546K Buy
1,882
+35
+2% +$10.4K 0.17% 107
2024
Q3 		$562K Buy
1,847
+236
+15% +$65K 0.17% 106
2024
Q2 		$411K Sell
1,611
-10
-0.6% -$2.65K 0.13% 126
2024
Q1 		$457K Sell
1,621
-130
-7% -$37.8K 0.14% 121
2023
Q4 		$519K Buy
1,751
+25
+1% +$6.8K 0.17% 109
2023
Q3 		$455K Sell
1,726
-60
-3% -$17.1K 0.17% 106
2023
Q2 		$533K Sell
1,786
-80
-4% -$23.2K 0.19% 103
2023
Q1 		$522K Buy
1,866
+154
+9% +$41.3K 0.2% 101
2022
Q4 		$451K Sell
1,712
-57
-3% -$15K 0.18% 105
2022
Q3 		$408K Sell
1,769
-55
-3% -$14.1K 0.19% 107
2022
Q2 		$450K Sell
1,824
-694
-28% -$171K 0.19% 110
2022
Q1 		$623K Sell
2,518
-55
-2% -$13.7K 0.24% 100
2021
Q4 		$690K Sell
2,573
-36
-1% -$9.09K 0.25% 95
2021
Q3 		$629K Sell
2,609
-125
-5% -$29.8K 0.25% 98
2021
Q2 		$632K Sell
2,734
-25
-0.9% -$5.82K 0.26% 97
2021
Q1 		$618K Sell
2,759
-42
-1% -$8.98K 0.27% 92
2020
Q4 		$601K Sell
2,801
-67
-2% -$14.6K 0.29% 88
2020
Q3 		$629K Sell
2,868
-50
-2% -$10.3K 0.35% 86
2020
Q2 		$538K Sell
2,918
-67
-2% -$12.3K 0.32% 86
2020
Q1 		$494K Hold
2,985
– – 0.35% 84
2019
Q4 		$590K Hold
2,985
– – 0.33% 87
2019
Q3 		$641K Hold
2,985
– – 0.4% 84
2019
Q2 		$620K Hold
2,985
– – 0.4% 81
2019
Q1 		$567K Hold
2,985
– – 0.37% 80
2018
Q4 		$530K Sell
2,985
-117
-4% -$20.7K 0.36% 81
2018
Q3 		$518K Sell
3,102
-189
-6% -$30.3K 0.31% 95
2018
Q2 		$515K Buy
3,291
+759
+30% +$123K 0.34% 92
2018
Q1 		$395K Sell
2,532
-40
-2% -$6.58K 0.27% 101
2017
Q4 		$442K Hold
2,572
– – 0.27% 98
2017
Q3 		$402K Hold
2,572
– – 0.26% 96
2017
Q2 		$393K Sell
2,572
-41
-2% -$5.93K 0.27% 97
2017
Q1 		$338K Hold
2,613
– – 0.24% 97
2016
Q4 		$318K Hold
2,613
– – 0.24% 96
2016
Q3 		$301K Sell
2,613
-150
-5% -$17.8K 0.24% 94
2016
Q2 		$332K Hold
2,763
– – 0.28% 88
2016
Q1 		$347K Hold
2,763
– – 0.31% 85
2015
Q4 		$326K Hold
2,763
– – 0.3% 81
2015
Q3 		$272K Hold
2,763
– – 0.29% 76
2015
Q2 		$263K Sell
2,763
-10,750
-80% -$1.04M 0.26% 75
2015
Q1 		$1.32M Hold
13,513
– – 0.39% 50
2014
Q4 		$1.27M Hold
13,513
– – 0.36% 51
2014
Q3 		$1.28M Hold
13,513
– – 0.38% 51
2014
Q2 		$1.36M Hold
13,513
– – 0.4% 49
2014
Q1 		$1.32M Sell
13,513
-1,700
-11% -$163K 0.42% 46
2013
Q4 		$1.48M Hold
15,213
– – 0.48% 45
2013
Q3 		$1.46M Hold
15,213
– – 0.53% 42
2013
Q2 		$1.51M Buy
+15,213
New +$1.52M 0.62% 36

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

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

Boltwood Capital Management increased its McDonald's (MCD) stake by 3.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,001 shares worth $541K. The position accounts for 0.12% of the portfolio, ranked #132.

Boltwood Capital Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q2 2013. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Boltwood Capital Management held 2,001 shares of McDonald's worth $541K as of Q2 2026.
  • Boltwood Capital Management bought 70 McDonald's shares in Q2 2026, an estimated $20.1K.
  • McDonald's made up 0.12% of Boltwood Capital Management's portfolio in Q2 2026, its #132 holding.
  • Boltwood Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's McDonald's position peaked at $1.51M in Q2 2013.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.