Canopy Partners’s McDonald's MCD Stock Holding History

Canopy Partners’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	$737K	Sell	2,727 -235	-8%	-$67.4K	0.22%	87
2026 Q1	$921K	Sell	2,962 -241	-8%	-$76.8K	0.32%	69
2025 Q4	$979K	Sell	3,203 -365	-10%	-$112K	0.32%	60
2025 Q3	$1.08M	Buy	3,568 +85	+2%	+$25.9K	0.36%	60
2025 Q2	$1.02M	Sell	3,483 -146	-4%	-$45K	0.37%	60
2025 Q1	$1.13M	Sell	3,629 -24	-0.7%	-$7.18K	0.44%	51
2024 Q4	$1.06M	Buy	3,653 +246	+7%	+$73.4K	0.4%	53
2024 Q3	$1.04M	Buy	3,407 +78	+2%	+$21.5K	0.45%	46
2024 Q2	$848K	Sell	3,329 -45	-1%	-$11.9K	0.39%	56
2024 Q1	$951K	Buy	3,374 +453	+16%	+$132K	0.46%	46
2023 Q4	$866K	Buy	+2,921	New	+$795K	0.53%	44

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

Canopy Partners's MCD Position: Q2 2026 in Review

Canopy Partners reduced its McDonald's (MCD) stake by 7.9% in Q2 2026, selling an estimated $67.4K and leaving 2,727 shares worth $737K. The position accounts for 0.22% of the portfolio, ranked #87.

Canopy Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q1 2025. 1,143 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Canopy Partners held 2,727 shares of McDonald's worth $737K as of Q2 2026.
Canopy Partners sold 235 McDonald's shares in Q2 2026, an estimated $67.4K.
McDonald's made up 0.22% of Canopy Partners's portfolio in Q2 2026, its #87 holding.
Canopy Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's McDonald's position peaked at $1.13M in Q1 2025.
1,143 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.