Broadwater Capital’s McDonald's MCD Stock Holding History

Broadwater Capital’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	$5.21M	Buy	19,258 +120	+0.6%	+$34.4K	3.78%	8
2026 Q1	$5.85M	Hold	19,138	–	–	4.37%	5
2025 Q4	$5.85M	Sell	19,138 -1,280	-6%	-$392K	4.37%	5
2025 Q3	$6.2M	Sell	20,418 -5,964,596	-100%	-$1.82B	4.54%	4
2025 Q2	$5.99B	Buy	5,985,014 +5,964,429	+28,975%	+$1.84B	4.65%	3
2025 Q1	$6.43M	Sell	20,585 -111	-0.5%	-$33.2K	5.03%	3
2024 Q4	$6M	Sell	20,696 -74	-0.4%	-$22.1K	4.6%	3
2024 Q3	$6.32M	Sell	20,770 -10	-0%	-$2.76K	4.66%	3
2024 Q2	$5.3M	Sell	20,780 -40	-0.2%	-$10.6K	4.08%	4
2024 Q1	$5.87M	Sell	20,820 -330	-2%	-$96K	4.5%	3
2023 Q4	$6.27M	Buy	+21,150	New	+$5.76M	4.91%	3

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Broadwater Capital's MCD Position: Q2 2026 in Review

Broadwater Capital increased its McDonald's (MCD) stake by 0.63% in Q2 2026, buying an estimated $34.4K and bringing the position to 19,258 shares worth $5.21M. The position accounts for 3.78% of the portfolio, ranked #8.

Broadwater Capital first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.99B in Q2 2025. 2,008 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Broadwater Capital held 19,258 shares of McDonald's worth $5.21M as of Q2 2026.
Broadwater Capital bought 120 McDonald's shares in Q2 2026, an estimated $34.4K.
McDonald's made up 3.78% of Broadwater Capital's portfolio in Q2 2026, its #8 holding.
Broadwater Capital first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's McDonald's position peaked at $5.99B in Q2 2025.
2,008 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.