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Carlton Hofferkamp & Jenks Wealth Management’s McDonald's MCD Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		$535K Sell
2,029
-118
-5% -$33.8K 0.17% 90
2026
Q1 		$623K Sell
2,147
-55
-2% -$17.5K 0.21% 83
2025
Q4 		$673K Sell
2,202
-50
-2% -$15.3K 0.22% 78
2025
Q3 		$698K Buy
2,252
+15
+0.7% +$4.57K 0.23% 77
2025
Q2 		$679K Sell
2,237
-65
-3% -$20K 0.25% 78
2025
Q1 		$712K Sell
2,302
-3
-0.1% -$897 0.29% 73
2024
Q4 		$666K Hold
2,305
– – 0.25% 83
2024
Q3 		$675K Sell
2,305
-50
-2% -$13.8K 0.26% 81
2024
Q2 		$627K Hold
2,355
– – 0.25% 83
2024
Q1 		$649K Buy
2,355
+44
+2% +$12.8K 0.27% 78
2023
Q4 		$694K Buy
2,311
+30
+1% +$8.16K 0.29% 74
2023
Q3 		$589K Buy
2,281
+25
+1% +$7.13K 0.27% 76
2023
Q2 		$648K Sell
2,256
-270
-11% -$78.4K 0.29% 76
2023
Q1 		$749K Sell
2,526
-50
-2% -$13.4K 0.34% 75
2022
Q4 		$702K Hold
2,576
– – 0.31% 78
2022
Q3 		$656K Hold
2,576
– – 0.31% 79
2022
Q2 		$652K Sell
2,576
-90
-3% -$22.2K 0.3% 81
2022
Q1 		$670K Hold
2,666
– – 0.27% 82
2021
Q4 		$668K Sell
2,666
-100
-4% -$25.2K 0.28% 80
2021
Q3 		$700K Buy
2,766
+85
+3% +$20.3K 0.28% 80
2021
Q2 		$629K Sell
2,681
-25
-0.9% -$5.82K 0.27% 86
2021
Q1 		$636K Sell
2,706
-37
-1% -$7.91K 0.28% 80
2020
Q4 		$574K Buy
2,743
+888
+48% +$193K 0.28% 77
2020
Q3 		$404K Sell
1,855
-25
-1% -$5.13K 0.21% 87
2020
Q2 		$369K Buy
1,880
+743
+65% +$136K 0.21% 81
2020
Q1 		$214K Buy
+1,137
New +$224K 0.13% 94

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's MCD Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its McDonald's (MCD) stake by 5.5% in Q2 2026, selling an estimated $33.8K and leaving 2,029 shares worth $535K. The position accounts for 0.17% of the portfolio, ranked #90.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $749K in Q1 2023. 1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 2,029 shares of McDonald's worth $535K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 118 McDonald's shares in Q2 2026, an estimated $33.8K.
  • McDonald's made up 0.17% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's McDonald's position peaked at $749K in Q1 2023.
  • 1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.