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Congress Asset Management’s McDonald's MCD Stock Holding History

Congress Asset Management’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 		$12.5M Sell
46,088
-2,751
-6% -$789K 0.08% 198
2026
Q1 		$15.2M Sell
48,839
-909
-2% -$290K 0.11% 171
2025
Q4 		$15.2M Sell
49,748
-713
-1% -$218K 0.11% 168
2025
Q3 		$15.3M Sell
50,461
-808
-2% -$246K 0.1% 164
2025
Q2 		$15M Sell
51,269
-301
-0.6% -$92.8K 0.1% 160
2025
Q1 		$16.1M Sell
51,570
-1,046
-2% -$313K 0.12% 150
2024
Q4 		$15.3M Buy
52,616
+5,845
+12% +$1.74M 0.1% 159
2024
Q3 		$14.2M Sell
46,771
-79
-0.2% -$21.8K 0.1% 160
2024
Q2 		$11.9M Sell
46,850
-182
-0.4% -$48.3K 0.09% 171
2024
Q1 		$13.3M Sell
47,032
-396
-0.8% -$115K 0.09% 155
2023
Q4 		$14.1M Sell
47,428
-1,890
-4% -$514K 0.11% 144
2023
Q3 		$13M Sell
49,318
-16
-0% -$4.56K 0.11% 143
2023
Q2 		$14.7M Buy
49,334
+742
+2% +$216K 0.13% 138
2023
Q1 		$13.6M Buy
48,592
+912
+2% +$244K 0.13% 142
2022
Q4 		$12.6M Buy
47,680
+1,414
+3% +$373K 0.13% 144
2022
Q3 		$10.7M Buy
46,266
+1,050
+2% +$268K 0.11% 144
2022
Q2 		$11.2M Buy
45,216
+42,889
+1,843% +$10.6M 0.11% 145
2022
Q1 		$575K Sell
2,327
-36
-2% -$8.97K ﹤0.01% 327
2021
Q4 		$633K Sell
2,363
-245
-9% -$61.9K ﹤0.01% 328
2021
Q3 		$629K Buy
2,608
+211
+9% +$50.4K ﹤0.01% 315
2021
Q2 		$554K Sell
2,397
-101
-4% -$23.5K ﹤0.01% 321
2021
Q1 		$560K Sell
2,498
-19
-0.8% -$4.06K 0.01% 318
2020
Q4 		$540K Buy
2,517
+320
+15% +$69.6K 0.01% 310
2020
Q3 		$482K Buy
2,197
+414
+23% +$85K 0.01% 294
2020
Q2 		$329K Buy
1,783
+100
+6% +$18.3K ﹤0.01% 297
2020
Q1 		$278K Sell
1,683
-2,187
-57% -$431K ﹤0.01% 308
2019
Q4 		$765K Sell
3,870
-19
-0.5% -$3.77K 0.01% 291
2019
Q3 		$835K Sell
3,889
-651
-14% -$140K 0.01% 293
2019
Q2 		$943K Sell
4,540
-70
-2% -$13.9K 0.01% 298
2019
Q1 		$875K Buy
4,610
+35
+0.8% +$6.35K 0.01% 298
2018
Q4 		$812K Buy
4,575
+35
+0.8% +$6.21K 0.01% 309
2018
Q3 		$759K Sell
4,540
-15
-0.3% -$2.4K 0.01% 321
2018
Q2 		$714K Sell
4,555
-725
-14% -$118K 0.01% 321
2018
Q1 		$826K Sell
5,280
-1,050
-17% -$173K 0.01% 317
2017
Q4 		$1.09M Sell
6,330
-10,081
-61% -$1.69M 0.02% 304
2017
Q3 		$2.57M Sell
16,411
-302,101
-95% -$47.3M 0.04% 233
2017
Q2 		$48.8M Sell
318,512
-12,372
-4% -$1.79M 0.87% 61
2017
Q1 		$42.9M Buy
330,884
+4,471
+1% +$561K 0.82% 71
2016
Q4 		$39.7M Sell
326,413
-19,970
-6% -$2.34M 0.83% 71
2016
Q3 		$40M Sell
346,383
-1,644
-0.5% -$195K 0.88% 69
2016
Q2 		$41.9M Buy
348,027
+52
+0% +$6.51K 0.97% 50
2016
Q1 		$43.7M Buy
347,975
+343,492
+7,662% +$41M 1.06% 36
2015
Q4 		$530K Hold
4,483
– – 0.01% 198
2015
Q3 		$442K Sell
4,483
-883
-16% -$86K 0.01% 188
2015
Q2 		$510K Sell
5,366
-125
-2% -$12.1K 0.01% 198
2015
Q1 		$535K Sell
5,491
-1,130
-17% -$107K 0.01% 193
2014
Q4 		$620K Sell
6,621
-403
-6% -$37.7K 0.02% 195
2014
Q3 		$666K Sell
7,024
-16,454
-70% -$1.57M 0.02% 195
2014
Q2 		$2.37M Buy
23,478
+417
+2% +$42.1K 0.06% 161
2014
Q1 		$2.26M Buy
23,061
+1,230
+6% +$118K 0.06% 161
2013
Q4 		$2.12M Buy
21,831
+1,624
+8% +$156K 0.06% 158
2013
Q3 		$1.94M Buy
20,207
+4,943
+32% +$483K 0.05% 156
2013
Q2 		$1.51M Buy
+15,264
New +$1.53M 0.04% 159

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

Congress Asset Management's MCD Position: Q2 2026 in Review

Congress Asset Management reduced its McDonald's (MCD) stake by 5.6% in Q2 2026, selling an estimated $789K and leaving 46,088 shares worth $12.5M. The position accounts for 0.08% of the portfolio, ranked #198.

Congress Asset Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.8M in Q2 2017. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Congress Asset Management held 46,088 shares of McDonald's worth $12.5M as of Q2 2026.
  • Congress Asset Management sold 2,751 McDonald's shares in Q2 2026, an estimated $789K.
  • McDonald's made up 0.08% of Congress Asset Management's portfolio in Q2 2026, its #198 holding.
  • Congress Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Congress Asset Management's McDonald's position peaked at $48.8M in Q2 2017.
  • 710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.