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Cadinha & Co’s McDonald's MCD Stock Holding History

Cadinha & 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 		$13M Buy
47,969
+41,903
+691% +$12M 1.92% 23
2026
Q1 		$1.89M Sell
6,066
-123
-2% -$39.2K 0.35% 36
2025
Q4 		$1.89M Sell
6,189
-1,040
-14% -$319K 0.29% 37
2025
Q3 		$2.2M Sell
7,229
-1,037
-13% -$316K 0.3% 38
2025
Q2 		$2.42M Sell
8,266
-35,656
-81% -$11M 0.4% 34
2025
Q1 		$13.7M Sell
43,922
-46,375
-51% -$13.9M 2.95% 15
2024
Q4 		$26.2M Buy
90,297
+38,805
+75% +$11.6M 4.34% 8
2024
Q3 		$15.7M Buy
51,492
+47,095
+1,071% +$13M 2.68% 23
2024
Q2 		$1.12M Sell
4,397
-421
-9% -$112K 0.21% 48
2024
Q1 		$1.36M Sell
4,818
-1,709
-26% -$497K 0.23% 42
2023
Q4 		$1.94M Sell
6,527
-35
-0.5% -$9.53K 0.31% 37
2023
Q3 		$1.73M Buy
6,562
+970
+17% +$277K 0.38% 36
2023
Q2 		$1.67M Buy
5,592
+1,068
+24% +$310K 0.3% 35
2023
Q1 		$1.26M Sell
4,524
-1,402
-24% -$376K 0.35% 37
2022
Q4 		$1.56M Hold
5,926
– – 0.35% 34
2022
Q3 		$1.37M Sell
5,926
-970
-14% -$248K 0.46% 27
2022
Q2 		$1.7M Buy
6,896
+1,075
+18% +$265K 0.38% 31
2022
Q1 		$1.44M Sell
5,821
-9,485
-62% -$2.36M 0.21% 47
2021
Q4 		$4.1M Buy
15,306
+191
+1% +$48.2K 0.55% 30
2021
Q3 		$3.64M Sell
15,115
-60
-0.4% -$14.3K 0.52% 31
2021
Q2 		$3.5M Hold
15,175
– – 0.47% 37
2021
Q1 		$3.4M Sell
15,175
-1,541
-9% -$330K 0.49% 41
2020
Q4 		$3.59M Sell
16,716
-44,649
-73% -$9.71M 0.5% 38
2020
Q3 		$13.5M Buy
61,365
+4,542
+8% +$932K 2.34% 19
2020
Q2 		$10.5M Buy
56,823
+54,615
+2,474% +$10M 1.78% 23
2020
Q1 		$365K Sell
2,208
-1,600
-42% -$315K 0.1% 64
2019
Q4 		$752K Buy
3,808
+286
+8% +$56.7K 0.11% 78
2019
Q3 		$756K Buy
3,522
+1,500
+74% +$322K 0.12% 72
2019
Q2 		$420K Sell
2,022
-400
-17% -$79.2K 0.08% 83
2019
Q1 		$460K Hold
2,422
– – 0.09% 75
2018
Q4 		$430K Buy
+2,422
New +$430K 0.11% 68
2016
Q3 		– Sell
-1,662
Closed -$200K – 119
2016
Q2 		$200K Hold
1,662
– – 0.04% 111
2016
Q1 		$209K Buy
+1,662
New +$199K 0.05% 105
2015
Q1 		– Sell
-4,300
Closed -$403K – 107
2014
Q4 		$403K Sell
4,300
-2,365
-35% -$221K 0.07% 82
2014
Q3 		$632K Sell
6,665
-11,410
-63% -$1.09M 0.12% 72
2014
Q2 		$1.82M Sell
18,075
-820
-4% -$82.8K 0.31% 40
2014
Q1 		$1.85M Buy
18,895
+830
+5% +$79.4K 0.33% 39
2013
Q4 		$1.75M Sell
18,065
-4,015
-18% -$386K 0.33% 40
2013
Q3 		$2.12M Sell
22,080
-200,240
-90% -$19.5M 0.43% 31
2013
Q2 		$22M Buy
+222,320
New +$22.3M 5.03% 7

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cadinha & Co's MCD Position: Q2 2026 in Review

Cadinha & Co increased its McDonald's (MCD) stake by 691% in Q2 2026, buying an estimated $12M and bringing the position to 47,969 shares worth $13M. The position accounts for 1.92% of the portfolio, ranked #23.

Cadinha & Co first reported a position in MCD in Q2 2013 and has held it in 40 quarters since. The position peaked at $26.2M in Q4 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cadinha & Co held 47,969 shares of McDonald's worth $13M as of Q2 2026.
  • Cadinha & Co bought 41,903 McDonald's shares in Q2 2026, an estimated $12M.
  • McDonald's made up 1.92% of Cadinha & Co's portfolio in Q2 2026, its #23 holding.
  • Cadinha & Co first reported a position in McDonald's in Q2 2013 and has held it in 40 quarters since.
  • Cadinha & Co's McDonald's position peaked at $26.2M in Q4 2024.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.