Brown Shipley & Co’s McDonald's MCD Stock Holding History

Brown Shipley & Co’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	$60.5K	Hold	224	–	–	0.03%	55
2026 Q1	$69.6K	Hold	224	–	–	0.04%	49
2025 Q4	$68.5K	Hold	224	–	–	0.04%	47
2025 Q3	$68.1K	Hold	224	–	–	0.04%	48
2025 Q2	$65.4K	Sell	224 -100	-31%	-$30.8K	0.04%	49
2025 Q1	$101K	Hold	324	–	–	0.06%	47
2024 Q4	$93.9K	Hold	324	–	–	0.05%	48
2024 Q3	$98.7K	Sell	324 -15	-4%	-$4.13K	0.05%	49
2024 Q2	$86.4K	Sell	339 -4,098	-92%	-$1.09M	0.04%	50
2024 Q1	$1.24M	Buy	4,437 +128	+3%	+$37.2K	0.39%	32
2023 Q4	$1.28M	Sell	4,309 -4	-0.1%	-$1.09K	0.63%	29
2023 Q3	$1.14M	Buy	4,313 +231	+6%	+$65.9K	0.63%	30
2023 Q2	$1.22M	Sell	4,082 -119	-3%	-$34.6K	0.5%	35
2023 Q1	$1.17M	Buy	+4,201	New	+$1.13M	0.76%	29

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

Brown Shipley & Co's MCD Position: Q2 2026 in Review

Brown Shipley & Co held its McDonald's (MCD) position steady in Q2 2026 at 224 shares worth $60.5K. The position accounts for 0.03% of the portfolio, ranked #55.

Brown Shipley & Co first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Brown Shipley & Co held 224 shares of McDonald's worth $60.5K as of Q2 2026.
Brown Shipley & Co left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.03% of Brown Shipley & Co's portfolio in Q2 2026, its #55 holding.
Brown Shipley & Co first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Brown Shipley & Co's McDonald's position peaked at $1.28M in Q4 2023.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.