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Cassia Capital Partners’s McDonald's MCD Stock Holding History

Cassia Capital 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 		$1.24M Buy
4,585
+58
+1% +$16.6K 0.6% 44
2026
Q1 		$1.41M Buy
4,527
+641
+16% +$204K 0.72% 36
2025
Q4 		$1.19M Sell
3,886
-39
-1% -$11.9K 0.64% 39
2025
Q3 		$1.19M Buy
3,925
+487
+14% +$148K 0.65% 41
2025
Q2 		$1M Sell
3,438
-46
-1% -$14.2K 0.6% 43
2025
Q1 		$1.09M Buy
3,484
+499
+17% +$149K 0.68% 36
2024
Q4 		$865K Buy
2,985
+917
+44% +$273K 0.55% 38
2024
Q3 		$630K Buy
2,068
+51
+3% +$14.1K 0.42% 43
2024
Q2 		$514K Sell
2,017
-265
-12% -$70.3K 0.34% 46
2024
Q1 		$643K Buy
2,282
+609
+36% +$177K 0.43% 44
2023
Q4 		$496K Buy
1,673
+98
+6% +$26.7K 0.41% 42
2023
Q3 		$415K Buy
1,575
+39
+3% +$11.1K 0.34% 44
2023
Q2 		$459K Buy
1,536
+143
+10% +$41.5K 0.36% 36
2023
Q1 		$389K Sell
1,393
-28
-2% -$7.5K 0.31% 28
2022
Q4 		$374K Buy
1,421
+58
+4% +$15.3K 0.31% 31
2022
Q3 		$314K Buy
1,363
+87
+7% +$22.2K 0.29% 30
2022
Q2 		$315K Buy
1,276
+4
+0.3% +$985 0.31% 32
2022
Q1 		$315K Buy
1,272
+32
+3% +$7.97K 0.25% 38
2021
Q4 		$332K Buy
+1,240
New +$313K 0.22% 38
2021
Q3 		– Sell
-888
Closed -$205K – 119
2021
Q2 		$205K Buy
+888
New +$207K 0.15% 45

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

Cassia Capital Partners's MCD Position: Q2 2026 in Review

Cassia Capital Partners increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,585 shares worth $1.24M. The position accounts for 0.6% of the portfolio, ranked #44.

Cassia Capital Partners first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cassia Capital Partners held 4,585 shares of McDonald's worth $1.24M as of Q2 2026.
  • Cassia Capital Partners bought 58 McDonald's shares in Q2 2026, an estimated $16.6K.
  • McDonald's made up 0.6% of Cassia Capital Partners's portfolio in Q2 2026, its #44 holding.
  • Cassia Capital Partners first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
  • Cassia Capital Partners's McDonald's position peaked at $1.41M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.