Cambridge Advisors’s McDonald's MCD Stock Holding History

Cambridge Advisors’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	$208K	Buy	770 +22	+3%	+$6.31K	0.04%	179
2026 Q1	$233K	Hold	748	–	–	0.05%	167
2025 Q4	$229K	Sell	748 -110	-13%	-$33.7K	0.04%	171
2025 Q3	$261K	Hold	858	–	–	0.05%	157
2025 Q2	$251K	Sell	858 -50	-6%	-$15.4K	0.05%	158
2025 Q1	$284K	Hold	908	–	–	0.06%	148
2024 Q4	$263K	Buy	908 +95	+12%	+$28.3K	0.06%	151
2024 Q3	$248K	Sell	813 -1	-0.1%	-$276	0.05%	158
2024 Q2	$207K	Sell	814 -25	-3%	-$6.63K	0.05%	163
2024 Q1	$237K	Hold	839	–	–	0.06%	159
2023 Q4	$249K	Hold	839	–	–	0.06%	151
2023 Q3	$221K	Sell	839 -75	-8%	-$21.4K	0.06%	156
2023 Q2	$273K	Sell	914 -78	-8%	-$22.7K	0.07%	143
2023 Q1	$277K	Sell	992 -80	-7%	-$21.4K	0.07%	154
2022 Q4	$283K	Sell	1,072 -16	-1%	-$4.22K	0.08%	147
2022 Q3	$251K	Sell	1,088 -2	-0.2%	-$511	0.07%	151
2022 Q2	$269K	Sell	1,090 -189	-15%	-$46.5K	0.07%	150
2022 Q1	$316K	Buy	1,279 +24	+2%	+$5.98K	0.08%	148
2021 Q4	$337K	Buy	1,255 +159	+15%	+$40.1K	0.08%	147
2021 Q3	$264K	Hold	1,096	–	–	0.06%	157
2021 Q2	$253K	Sell	1,096 -125	-10%	-$29.1K	0.06%	156
2021 Q1	$274K	Buy	1,221 +76	+7%	+$16.3K	0.07%	146
2020 Q4	$246K	Hold	1,145	–	–	0.07%	142
2020 Q3	$251K	Hold	1,145	–	–	0.07%	135
2020 Q2	$211K	Buy	+1,145	New	+$210K	0.07%	136
2020 Q1	–	Sell	-1,125	Closed	-$222K	–	146
2019 Q4	$222K	Hold	1,125	–	–	0.07%	136
2019 Q3	$242K	Hold	1,125	–	–	0.08%	118
2019 Q2	$234K	Sell	1,125 -200	-15%	-$39.6K	0.08%	124
2019 Q1	$252K	Sell	1,325 -70	-5%	-$12.7K	0.09%	121
2018 Q4	$248K	Hold	1,395	–	–	0.09%	116
2018 Q3	$233K	Hold	1,395	–	–	0.08%	127
2018 Q2	$219K	Hold	1,395	–	–	0.08%	132
2018 Q1	$218K	Buy	+1,395	New	+$229K	0.08%	130
2017 Q4	–	Sell	-1,395	Closed	-$219K	–	143
2017 Q3	$219K	Hold	1,395	–	–	0.08%	126
2017 Q2	$214K	Buy	+1,395	New	+$202K	0.09%	126

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cambridge Advisors's MCD Position: Q2 2026 in Review

Cambridge Advisors increased its McDonald's (MCD) stake by 2.9% in Q2 2026, buying an estimated $6.31K and bringing the position to 770 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #179.

Cambridge Advisors first reported a position in MCD in Q2 2017 and has held it in 35 quarters since. The position peaked at $337K in Q4 2021. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cambridge Advisors held 770 shares of McDonald's worth $208K as of Q2 2026.
Cambridge Advisors bought 22 McDonald's shares in Q2 2026, an estimated $6.31K.
McDonald's made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #179 holding.
Cambridge Advisors first reported a position in McDonald's in Q2 2017 and has held it in 35 quarters since.
Cambridge Advisors's McDonald's position peaked at $337K in Q4 2021.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.