Copeland Capital Management’s McDonald's MCD Stock Holding History

Copeland Capital 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	–	Sell	-400	Closed	-$124K	–	279
2026 Q1	$124K	Sell	400 -16	-4%	-$5.1K	﹤0.01%	168
2025 Q4	$127K	Hold	416	–	–	﹤0.01%	165
2025 Q3	$126K	Hold	416	–	–	﹤0.01%	164
2025 Q2	$122K	Hold	416	–	–	﹤0.01%	155
2025 Q1	$130K	Hold	416	–	–	﹤0.01%	152
2024 Q4	$121K	Hold	416	–	–	﹤0.01%	155
2024 Q3	$127K	Buy	+416	New	+$115K	﹤0.01%	152
2024 Q2	–	Sell	-416	Closed	-$117K	–	202
2024 Q1	$117K	Sell	416 -62	-13%	-$18K	﹤0.01%	149
2023 Q4	$142K	Sell	478 -56	-10%	-$15.2K	﹤0.01%	137
2023 Q3	$141K	Sell	534 -19	-3%	-$5.42K	﹤0.01%	140
2023 Q2	$165K	Sell	553 -8	-1%	-$2.32K	﹤0.01%	142
2023 Q1	$157K	Sell	561 -30	-5%	-$8.04K	﹤0.01%	142
2022 Q4	$156K	Hold	591	–	–	﹤0.01%	147
2022 Q3	$136K	Sell	591 -118	-17%	-$30.2K	﹤0.01%	148
2022 Q2	$175K	Sell	709 -48	-6%	-$11.8K	0.01%	147
2022 Q1	$187K	Sell	757 -5	-0.7%	-$1.25K	0.01%	142
2021 Q4	$204K	Hold	762	–	–	0.01%	142
2021 Q3	$184K	Sell	762 -18	-2%	-$4.3K	0.01%	144
2021 Q2	$180K	Hold	780	–	–	0.01%	141
2021 Q1	$175K	Hold	780	–	–	0.01%	145
2020 Q4	$167K	Sell	780 -145	-16%	-$31.5K	0.01%	141
2020 Q3	$203K	Hold	925	–	–	0.01%	125
2020 Q2	$171K	Hold	925	–	–	0.01%	130
2020 Q1	$153K	Sell	925 -70	-7%	-$13.8K	0.01%	130
2019 Q4	$197K	Sell	995 -55	-5%	-$10.9K	0.01%	135
2019 Q3	$225K	Sell	1,050 -109	-9%	-$23.4K	0.01%	127
2019 Q2	$241K	Sell	1,159 -190	-14%	-$37.6K	0.01%	123
2019 Q1	$256K	Sell	1,349 -91	-6%	-$16.5K	0.02%	125
2018 Q4	$256K	Sell	1,440 -60	-4%	-$10.6K	0.02%	129
2018 Q3	$251K	Sell	1,500 -285	-16%	-$45.7K	0.02%	143
2018 Q2	$280K	Hold	1,785	–	–	0.02%	133
2018 Q1	$279K	Hold	1,785	–	–	0.02%	129
2017 Q4	$307K	Hold	1,785	–	–	0.02%	136
2017 Q3	$280K	Sell	1,785 -25	-1%	-$3.92K	0.02%	132
2017 Q2	$277K	Sell	1,810 -115	-6%	-$16.6K	0.02%	125
2017 Q1	$246K	Sell	1,925 -300	-13%	-$37.6K	0.02%	129
2016 Q4	$271K	Hold	2,225	–	–	0.02%	135
2016 Q3	$257K	Sell	2,225 -100	-4%	-$11.8K	0.02%	168
2016 Q2	$280K	Sell	2,325 -245	-10%	-$30.7K	0.02%	152
2016 Q1	$323K	Buy	2,570 +45	+2%	+$5.38K	0.02%	142
2015 Q4	$298K	Hold	2,525	–	–	0.02%	163
2015 Q3	$249K	Sell	2,525 -70	-3%	-$6.82K	0.02%	156
2015 Q2	$247K	Sell	2,595 -60	-2%	-$5.8K	0.01%	183
2015 Q1	$259K	Hold	2,655	–	–	0.02%	188
2014 Q4	$249K	Sell	2,655 -555	-17%	-$52K	0.02%	158
2014 Q3	$304K	Sell	3,210 -75	-2%	-$7.15K	0.03%	138
2014 Q2	$331K	Hold	3,285	–	–	0.04%	129
2014 Q1	$322K	Sell	3,285 -310	-9%	-$29.6K	0.04%	128
2013 Q4	$349K	Hold	3,595	–	–	0.05%	96
2013 Q3	$346K	Buy	3,595 +65	+2%	+$6.34K	0.05%	87
2013 Q2	$349K	Buy	+3,530	New	+$354K	0.06%	74

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Copeland Capital Management's MCD Position: Q2 2026 in Review

Copeland Capital Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 400 shares — an estimated $124K sold.

Copeland Capital Management first reported a position in MCD in Q2 2013 and held it in 51 quarters. The position peaked at $349K in Q4 2013. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Copeland Capital Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Copeland Capital Management sold 400 McDonald's shares in Q2 2026, an estimated $124K.
Copeland Capital Management first reported a position in McDonald's in Q2 2013 and held it in 51 quarters.
Copeland Capital Management's McDonald's position peaked at $349K in Q4 2013.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.