CCA
MCD icon

Cottonwood Capital Advisors’s McDonald's MCD Stock Holding History

Cottonwood Capital 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 		$852K Sell
3,152
-1
-0% -$287 0.51% 37
2026
Q1 		$980K Hold
3,153
– – 0.69% 35
2025
Q4 		$963K Sell
3,153
-5
-0.2% -$1.53K 0.69% 35
2025
Q3 		$960K Sell
3,158
-745
-19% -$227K 0.7% 35
2025
Q2 		$1.14M Hold
3,903
– – 0.77% 28
2025
Q1 		$1.22M Sell
3,903
-152
-4% -$45.5K 0.9% 26
2024
Q4 		$1.18M Buy
4,055
+164
+4% +$48.9K 0.84% 27
2024
Q3 		$1.18M Sell
3,891
-65
-2% -$17.9K 0.87% 27
2024
Q2 		$972K Sell
3,956
-28
-0.7% -$7.43K 0.76% 32
2024
Q1 		$1.06M Buy
3,984
+157
+4% +$45.7K 0.84% 30
2023
Q4 		$1.13M Buy
3,827
+124
+3% +$33.7K 0.93% 29
2023
Q3 		$976K Buy
3,703
+124
+3% +$35.4K 0.91% 29
2023
Q2 		$1.07M Sell
3,579
-71
-2% -$20.6K 0.98% 29
2023
Q1 		$1.02M Sell
3,650
-220
-6% -$58.9K 0.94% 30
2022
Q4 		$1.02M Sell
3,870
-243
-6% -$64.1K 0.91% 32
2022
Q3 		$949K Buy
4,113
+15
+0.4% +$3.83K 0.9% 32
2022
Q2 		$1.01M Sell
4,098
-20
-0.5% -$4.93K 0.92% 33
2022
Q1 		$1.02M Sell
4,118
-78
-2% -$19.4K 0.81% 32
2021
Q4 		$1.13M Buy
+4,196
New +$1.06M 0.87% 30

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cottonwood Capital Advisors's MCD Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its McDonald's (MCD) stake by 0.03% in Q2 2026, selling an estimated $287 and leaving 3,152 shares worth $852K. The position accounts for 0.51% of the portfolio, ranked #37.

Cottonwood Capital Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cottonwood Capital Advisors held 3,152 shares of McDonald's worth $852K as of Q2 2026.
  • Cottonwood Capital Advisors sold 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.51% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #37 holding.
  • Cottonwood Capital Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's McDonald's position peaked at $1.22M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.