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Cherokee Insurance’s McDonald's MCD Stock Holding History

Cherokee Insurance’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 		$487K Hold
1,800
– – 0.19% 83
2026
Q1 		$559K Hold
1,800
– – 0.21% 83
2025
Q4 		$550K Hold
1,800
– – 0.22% 80
2025
Q3 		$547K Sell
1,800
-200
-10% -$60.9K 0.23% 81
2025
Q2 		$584K Hold
2,000
– – 0.25% 76
2025
Q1 		$625K Hold
2,000
– – 0.28% 70
2024
Q4 		$580K Buy
+2,000
New +$596K 0.26% 71

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Cherokee Insurance's MCD Position: Q2 2026 in Review

Cherokee Insurance held its McDonald's (MCD) position steady in Q2 2026 at 1,800 shares worth $487K. The position accounts for 0.19% of the portfolio, ranked #83.

Cherokee Insurance first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q1 2025. 1,875 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cherokee Insurance held 1,800 shares of McDonald's worth $487K as of Q2 2026.
  • Cherokee Insurance left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.19% of Cherokee Insurance's portfolio in Q2 2026, its #83 holding.
  • Cherokee Insurance first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's McDonald's position peaked at $625K in Q1 2025.
  • 1,875 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.