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Concurrent Investment Advisors’s McDonald's MCD Stock Holding History

Concurrent Investment Advisors’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 		$21.7M Buy
80,457
+10,535
+15% +$3.02M 0.19% 110
2026
Q1 		$21.7M Buy
69,922
+4,801
+7% +$1.53M 0.24% 90
2025
Q4 		$19.9M Buy
65,121
+24,446
+60% +$7.49M 0.23% 94
2025
Q3 		$12.4M Buy
40,675
+187
+0.5% +$56.9K 0.21% 98
2025
Q2 		$11.8M Buy
40,488
+701
+2% +$216K 0.23% 96
2025
Q1 		$12.4M Buy
39,787
+8,959
+29% +$2.68M 0.3% 70
2024
Q4 		$8.94M Sell
30,828
-2,920
-9% -$871K 0.24% 92
2024
Q3 		$10.3M Buy
33,748
+2,517
+8% +$694K 0.3% 79
2024
Q2 		$7.96M Buy
31,231
+1,574
+5% +$418K 0.26% 87
2024
Q1 		$8.36M Buy
29,657
+575
+2% +$167K 0.34% 68
2023
Q4 		$8.62M Buy
+29,082
New +$7.92M 0.41% 59

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Concurrent Investment Advisors's MCD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its McDonald's (MCD) stake by 15% in Q2 2026, buying an estimated $3.02M and bringing the position to 80,457 shares worth $21.7M. The position accounts for 0.19% of the portfolio, ranked #110.

Concurrent Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Concurrent Investment Advisors held 80,457 shares of McDonald's worth $21.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 10,535 McDonald's shares in Q2 2026, an estimated $3.02M.
  • McDonald's made up 0.19% of Concurrent Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Concurrent Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • 1,293 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.