Colonial River Investments’s McDonald's MCD Stock Holding History

Colonial River Investments’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	$362K	Sell	1,337 -203	-13%	-$58.2K	0.1%	172
2026 Q1	$479K	Sell	1,540 -130	-8%	-$41.4K	0.17%	131
2025 Q4	$510K	Sell	1,670 -34	-2%	-$10.4K	0.18%	124
2025 Q3	$518K	Sell	1,704 -80	-4%	-$24.3K	0.19%	118
2025 Q2	$532K	Sell	1,784 -116	-6%	-$35.8K	0.23%	98
2025 Q1	$594K	Sell	1,900 -400	-17%	-$120K	0.33%	73
2024 Q4	$667K	Sell	2,300 -160	-7%	-$47.7K	0.32%	77
2024 Q3	$749K	Sell	2,460 -894	-27%	-$246K	0.37%	66
2024 Q2	$855K	Sell	3,354 -21	-0.6%	-$5.57K	0.46%	63
2024 Q1	$952K	Sell	3,375 -1,366	-29%	-$397K	0.54%	55
2023 Q4	$1.41M	Buy	4,741 +700	+17%	+$191K	0.84%	33
2023 Q3	$1.06M	Buy	4,041 +1,529	+61%	+$436K	0.7%	44
2023 Q2	$750K	Sell	2,512 -163	-6%	-$47.4K	0.49%	55
2023 Q1	$748K	Sell	2,675 -16	-0.6%	-$4.29K	0.44%	66
2022 Q4	$709K	Sell	2,691 -812	-23%	-$214K	0.45%	60
2022 Q3	$808K	Sell	3,503 -1,615	-32%	-$413K	0.56%	53
2022 Q2	$1.26M	Buy	5,118 +292	+6%	+$71.9K	0.83%	33
2022 Q1	$1.19M	Buy	4,826 +118	+3%	+$29.4K	0.69%	39
2021 Q4	$1.26M	Buy	+4,708	New	+$1.19M	0.68%	38
2021 Q3	–	Sell	-3,695	Closed	-$854K	–	129
2021 Q2	$854K	Buy	3,695 +302	+9%	+$70.3K	0.61%	45
2021 Q1	$761K	Sell	3,393 -14	-0.4%	-$2.99K	0.61%	48
2020 Q4	$735	Buy	+3,407	New	+$741K	0.33%	51

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Colonial River Investments's MCD Position: Q2 2026 in Review

Colonial River Investments reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $58.2K and leaving 1,337 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #172.

Colonial River Investments first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q4 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Colonial River Investments held 1,337 shares of McDonald's worth $362K as of Q2 2026.
Colonial River Investments sold 203 McDonald's shares in Q2 2026, an estimated $58.2K.
McDonald's made up 0.1% of Colonial River Investments's portfolio in Q2 2026, its #172 holding.
Colonial River Investments first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
Colonial River Investments's McDonald's position peaked at $1.41M in Q4 2023.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.