Butensky & Cohen Financial Security’s McDonald's MCD Stock Holding History

Butensky & Cohen Financial Security’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	$5.25M	Buy	19,429 +483	+3%	+$138K	1.3%	36
2026 Q1	$5.89M	Buy	18,946 +393	+2%	+$125K	1.55%	26
2025 Q4	$5.67M	Buy	18,553 +519	+3%	+$159K	1.53%	24
2025 Q3	$5.48M	Buy	18,034 +470	+3%	+$143K	1.53%	23
2025 Q2	$5.13M	Buy	17,564 +539	+3%	+$166K	1.53%	24
2025 Q1	$5.32M	Buy	17,025 +8,387	+97%	+$2.51M	1.63%	15
2024 Q4	$2.5M	Buy	+8,638	New	+$2.58M	0.79%	63
2016 Q1	–	Sell	-60	Closed	-$7K	–	167
2015 Q4	$7K	Sell	60 -6	-9%	-$671	0.01%	115
2015 Q3	$7K	Buy	+66	New	+$6.43K	0.01%	108

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Butensky & Cohen Financial Security's MCD Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its McDonald's (MCD) stake by 2.5% in Q2 2026, buying an estimated $138K and bringing the position to 19,429 shares worth $5.25M. The position accounts for 1.3% of the portfolio, ranked #36.

Butensky & Cohen Financial Security first reported a position in MCD in Q3 2015 and has held it in 9 quarters since. The position peaked at $5.89M in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Butensky & Cohen Financial Security held 19,429 shares of McDonald's worth $5.25M as of Q2 2026.
Butensky & Cohen Financial Security bought 483 McDonald's shares in Q2 2026, an estimated $138K.
McDonald's made up 1.3% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #36 holding.
Butensky & Cohen Financial Security first reported a position in McDonald's in Q3 2015 and has held it in 9 quarters since.
Butensky & Cohen Financial Security's McDonald's position peaked at $5.89M in Q1 2026.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.