Cohen Klingenstein’s McDonald's MCD Stock Holding History

Cohen Klingenstein’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	$2.43M	Hold	9,000	–	–	0.07%	112
2026 Q1	$2.8M	Hold	9,000	–	–	0.09%	101
2025 Q4	$2.75M	Hold	9,000	–	–	0.08%	97
2025 Q3	$2.74M	Hold	9,000	–	–	0.09%	98
2025 Q2	$2.63M	Hold	9,000	–	–	0.09%	101
2025 Q1	$2.81M	Hold	9,000	–	–	0.1%	95
2024 Q4	$2.61M	Sell	9,000 -12,400	-58%	-$3.7M	0.09%	99
2024 Q3	$6.52M	Hold	21,400	–	–	0.23%	68
2024 Q2	$5.45M	Hold	21,400	–	–	0.2%	69
2024 Q1	$6.03M	Hold	21,400	–	–	0.22%	70
2023 Q4	$6.35M	Hold	21,400	–	–	0.26%	62
2023 Q3	$5.64M	Hold	21,400	–	–	0.26%	64
2023 Q2	$6.39M	Hold	21,400	–	–	0.28%	60
2023 Q1	$5.98M	Hold	21,400	–	–	0.28%	63
2022 Q4	$5.64M	Hold	21,400	–	–	0.28%	65
2022 Q3	$4.94M	Hold	21,400	–	–	0.26%	67
2022 Q2	$5.28M	Hold	21,400	–	–	0.27%	67
2022 Q1	$5.29M	Hold	21,400	–	–	0.22%	76
2021 Q4	$5.74M	Hold	21,400	–	–	0.23%	77
2021 Q3	$5.16M	Hold	21,400	–	–	0.23%	76
2021 Q2	$4.94M	Hold	21,400	–	–	0.21%	84
2021 Q1	$4.8M	Hold	21,400	–	–	0.22%	81
2020 Q4	$4.59M	Hold	21,400	–	–	0.23%	80
2020 Q3	$4.7M	Hold	21,400	–	–	0.26%	71
2020 Q2	$3.95M	Hold	21,400	–	–	0.24%	80
2020 Q1	$3.54M	Hold	21,400	–	–	0.26%	77
2019 Q4	$4.23M	Hold	21,400	–	–	0.25%	82
2019 Q3	$4.59M	Buy	21,400 +12,400	+138%	+$2.66M	0.29%	77
2019 Q2	$1.87M	Buy	+9,000	New	+$1.78M	0.13%	112

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cohen Klingenstein's MCD Position: Q2 2026 in Review

Cohen Klingenstein held its McDonald's (MCD) position steady in Q2 2026 at 9,000 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #112.

Cohen Klingenstein first reported a position in MCD in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.52M in Q3 2024. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cohen Klingenstein held 9,000 shares of McDonald's worth $2.43M as of Q2 2026.
Cohen Klingenstein left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.07% of Cohen Klingenstein's portfolio in Q2 2026, its #112 holding.
Cohen Klingenstein first reported a position in McDonald's in Q2 2019 and has held it in 29 quarters since.
Cohen Klingenstein's McDonald's position peaked at $6.52M in Q3 2024.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.