Chesley Taft & Associates’s McDonald's MCD Stock Holding History

Chesley Taft & Associates’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	$7.67M	Sell	28,389 -484	-2%	-$139K	0.3%	72
2026 Q1	$8.97M	Sell	28,873 -23	-0.1%	-$7.33K	0.38%	65
2025 Q4	$8.83M	Buy	28,896 +1,466	+5%	+$449K	0.35%	66
2025 Q3	$8.34M	Sell	27,430 -1,348	-5%	-$410K	0.35%	65
2025 Q2	$8.41M	Buy	28,778 +92	+0.3%	+$28.4K	0.38%	63
2025 Q1	$8.96M	Sell	28,686 -230	-0.8%	-$68.8K	0.43%	61
2024 Q4	$8.38M	Sell	28,916 -70	-0.2%	-$20.9K	0.39%	62
2024 Q3	$8.83M	Sell	28,986 -2,421	-8%	-$667K	0.42%	59
2024 Q2	$8M	Buy	31,407 +1,495	+5%	+$397K	0.4%	62
2024 Q1	$8.43M	Sell	29,912 -112	-0.4%	-$32.6K	0.43%	58
2023 Q4	$8.9M	Sell	30,024 -69	-0.2%	-$18.8K	0.5%	53
2023 Q3	$7.93M	Sell	30,093 -260	-0.9%	-$74.2K	0.51%	53
2023 Q2	$9.06M	Sell	30,353 -129	-0.4%	-$37.5K	0.55%	52
2023 Q1	$8.52M	Buy	30,482 +86	+0.3%	+$23K	0.56%	53
2022 Q4	$8.01M	Sell	30,396 -99	-0.3%	-$26.1K	0.55%	51
2022 Q3	$7.04M	Sell	30,495 -474	-2%	-$121K	0.52%	53
2022 Q2	$7.65M	Buy	30,969 +55	+0.2%	+$13.5K	0.52%	53
2022 Q1	$7.7M	Buy	30,914 +205	+0.7%	+$51.1K	0.45%	59
2021 Q4	$8.23M	Sell	30,709 -330	-1%	-$83.3K	0.43%	63
2021 Q3	$7.48M	Sell	31,039 -15	-0%	-$3.58K	0.43%	65
2021 Q2	$7.17M	Sell	31,054 -4	-0%	-$931	0.41%	66
2021 Q1	$7.11M	Sell	31,058 -147	-0.5%	-$31.4K	0.42%	65
2020 Q4	$6.7M	Buy	31,205 +110	+0.4%	+$23.9K	0.43%	65
2020 Q3	$6.83M	Sell	31,095 -520	-2%	-$107K	0.48%	60
2020 Q2	$5.83M	Sell	31,615 -148	-0.5%	-$27.1K	0.44%	63
2020 Q1	$5.25M	Buy	31,763 +195	+0.6%	+$38.4K	0.48%	60
2019 Q4	$6.24M	Buy	31,568 +1,573	+5%	+$312K	0.45%	62
2019 Q3	$6.44M	Sell	29,995 -224	-0.7%	-$48K	0.5%	60
2019 Q2	$6.28M	Buy	30,219 +25	+0.1%	+$4.95K	0.49%	60
2019 Q1	$5.73M	Sell	30,194 -2,040	-6%	-$370K	0.48%	60
2018 Q4	$5.72M	Buy	32,234 +4,450	+16%	+$789K	0.55%	57
2018 Q3	$4.65M	Hold	27,784	–	–	0.37%	73
2018 Q2	$4.35M	Buy	27,784 +100	+0.4%	+$16.2K	0.37%	73
2018 Q1	$4.33M	Sell	27,684 -1,803	-6%	-$297K	0.38%	71
2017 Q4	$5.08M	Sell	29,487 -5,064	-15%	-$850K	0.43%	71
2017 Q3	$5.41M	Buy	34,551 +1,321	+4%	+$207K	0.47%	69
2017 Q2	$5.09M	Sell	33,230 -1,255	-4%	-$181K	0.46%	69
2017 Q1	$4.47M	Buy	34,485 +115	+0.3%	+$14.4K	0.42%	70
2016 Q4	$4.18M	Buy	34,370 +1,555	+5%	+$182K	0.41%	71
2016 Q3	$3.79M	Sell	32,815 -755	-2%	-$89.5K	0.38%	75
2016 Q2	$4.04M	Buy	33,570 +1,320	+4%	+$165K	0.41%	69
2016 Q1	$4.05M	Buy	32,250 +285	+0.9%	+$34.1K	0.43%	65
2015 Q4	$3.78M	Sell	31,965 -202	-0.6%	-$22.6K	0.4%	72
2015 Q3	$3.17M	Buy	32,167 +136	+0.4%	+$13.2K	0.35%	80
2015 Q2	$3.04M	Sell	32,031 -150	-0.5%	-$14.5K	0.31%	89
2015 Q1	$3.14M	Buy	32,181 +325	+1%	+$30.8K	0.32%	88
2014 Q4	$2.98M	Sell	31,856 -2,160	-6%	-$202K	0.3%	89
2014 Q3	$3.23M	Sell	34,016 -1,625	-5%	-$155K	0.34%	85
2014 Q2	$3.59M	Buy	35,641 +3,525	+11%	+$356K	0.37%	81
2014 Q1	$3.15M	Sell	32,116 -8,088	-20%	-$773K	0.34%	85
2013 Q4	$3.9M	Sell	40,204 -486	-1%	-$46.7K	0.39%	78
2013 Q3	$3.92M	Buy	40,690 +492	+1%	+$48K	0.43%	78
2013 Q2	$3.98M	Buy	+40,198	New	+$4.03M	0.46%	71

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

Chesley Taft & Associates's MCD Position: Q2 2026 in Review

Chesley Taft & Associates reduced its McDonald's (MCD) stake by 1.7% in Q2 2026, selling an estimated $139K and leaving 28,389 shares worth $7.67M. The position accounts for 0.3% of the portfolio, ranked #72.

Chesley Taft & Associates first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.06M in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Chesley Taft & Associates held 28,389 shares of McDonald's worth $7.67M as of Q2 2026.
Chesley Taft & Associates sold 484 McDonald's shares in Q2 2026, an estimated $139K.
McDonald's made up 0.3% of Chesley Taft & Associates's portfolio in Q2 2026, its #72 holding.
Chesley Taft & Associates first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Chesley Taft & Associates's McDonald's position peaked at $9.06M in Q2 2023.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.