Calton & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $285K | Sell |
1,054
-275
| -21% | -$78.9K | 0.04% | 321 |
|
|
2026
Q1 | $413K | Buy |
+1,329
| New | +$423K | 0.06% | 265 |
|
|
2025
Q4 | – | Sell |
-2,047
| Closed | -$622K | – | 471 |
|
|
2025
Q3 | $622K | Buy |
2,047
+728
| +55% | +$222K | 0.09% | 193 |
|
|
2025
Q2 | $385K | Sell |
1,319
-362
| -22% | -$112K | 0.07% | 247 |
|
|
2025
Q1 | $525K | Buy |
+1,681
| New | +$503K | 0.12% | 163 |
|
|
2024
Q4 | – | Sell |
-658
| Closed | -$200K | – | 243 |
|
|
2024
Q3 | $200K | Buy |
+658
| New | +$181K | 0.08% | 224 |
|
|
2023
Q3 | – | Sell |
-822
| Closed | -$245K | – | 198 |
|
|
2023
Q2 | $245K | Sell |
822
-84
| -9% | -$24.4K | 0.11% | 166 |
|
|
2023
Q1 | $253K | Sell |
906
-1,076
| -54% | -$288K | 0.12% | 174 |
|
|
2022
Q4 | $522K | Buy |
1,982
+788
| +66% | +$208K | 0.2% | 123 |
|
|
2022
Q3 | $275K | Sell |
1,194
-238
| -17% | -$60.8K | 0.16% | 149 |
|
|
2022
Q2 | $353K | Sell |
1,432
-1,196
| -46% | -$295K | 0.2% | 133 |
|
|
2022
Q1 | $649K | Sell |
2,628
-520
| -17% | -$130K | 0.19% | 136 |
|
|
2021
Q4 | $844K | Sell |
3,148
-426
| -12% | -$108K | 0.23% | 120 |
|
|
2021
Q3 | $861K | Sell |
3,574
-1,040
| -23% | -$248K | 0.19% | 136 |
|
|
2021
Q2 | $1.07M | Buy |
4,614
+15
| +0.3% | +$3.49K | 0.2% | 105 |
|
|
2021
Q1 | $1.03M | Sell |
4,599
-326
| -7% | -$69.7K | 0.2% | 100 |
|
|
2020
Q4 | $1.06M | Sell |
4,925
-98
| -2% | -$21.3K | 0.19% | 96 |
|
|
2020
Q3 | $1.1M | Buy |
5,023
+262
| +6% | +$53.8K | 0.23% | 81 |
|
|
2020
Q2 | $878K | Buy |
4,761
+427
| +10% | +$78.3K | 0.19% | 96 |
|
|
2020
Q1 | $717K | Sell |
4,334
-228
| -5% | -$44.9K | 0.18% | 107 |
|
|
2019
Q4 | $902K | Buy |
4,562
+980
| +27% | +$194K | 0.18% | 100 |
|
|
2019
Q3 | $769K | Buy |
3,582
+59
| +2% | +$12.6K | 0.17% | 107 |
|
|
2019
Q2 | $732K | Buy |
3,523
+371
| +12% | +$73.5K | 0.21% | 85 |
|
|
2019
Q1 | $599K | Buy |
3,152
+876
| +38% | +$159K | 0.18% | 108 |
|
|
2018
Q4 | $404K | Sell |
2,276
-566
| -20% | -$100K | 0.15% | 128 |
|
|
2018
Q3 | $476K | Buy |
2,842
+21
| +0.7% | +$3.37K | 0.14% | 123 |
|
|
2018
Q2 | $448K | Sell |
2,821
-433
| -13% | -$70.2K | 0.13% | 131 |
|
|
2018
Q1 | $509K | Buy |
3,254
+956
| +42% | +$157K | 0.15% | 151 |
|
|
2017
Q4 | $406K | Buy |
+2,298
| New | +$386K | 0.1% | 189 |
|
Other funds holding MCD
Calton & Associates's MCD Position: Q2 2026 in Review
Calton & Associates reduced its McDonald's (MCD) stake by 21% in Q2 2026, selling an estimated $78.9K and leaving 1,054 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #321.
Calton & Associates first reported a position in MCD in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.1M in Q3 2020. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Calton & Associates held 1,054 shares of McDonald's worth $285K as of Q2 2026.
- Calton & Associates sold 275 McDonald's shares in Q2 2026, an estimated $78.9K.
- McDonald's made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #321 holding.
- Calton & Associates first reported a position in McDonald's in Q4 2017 and has held it in 29 quarters since.
- Calton & Associates's McDonald's position peaked at $1.1M in Q3 2020.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.