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

Cox 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	$950K	Buy	3,514 +12	+0.3%	+$3.44K	0.53%	56
2026 Q1	$1.09M	Buy	+3,502	New	+$1.12M	0.72%	46
2025 Q1	–	Sell	-6,552	Closed	-$1.9M	–	64
2024 Q4	$1.9M	Sell	6,552 -161	-2%	-$48K	1.22%	34
2024 Q3	$2.04M	Sell	6,713 -119	-2%	-$32.8K	1.22%	37
2024 Q2	$1.74M	Sell	6,832 -309	-4%	-$82K	1.05%	37
2024 Q1	$2.01M	Sell	7,141 -23	-0.3%	-$6.69K	1.24%	36
2023 Q4	$2.12M	Buy	+7,164	New	+$1.95M	1.39%	30
2020 Q2	–	Sell	-7,647	Closed	-$1.51M	–	148
2020 Q1	$1.51M	Hold	7,647	–	–	1.32%	38
2019 Q4	$1.51M	Sell	7,647 -3,873	-34%	-$768K	1.37%	38
2019 Q3	$2.47M	Buy	11,520 +138	+1%	+$29.6K	2.41%	12
2019 Q2	$2.36M	Buy	11,382 +299	+3%	+$59.2K	2.4%	14
2019 Q1	$2.1M	Buy	11,083 +34	+0.3%	+$6.17K	2.27%	12
2018 Q4	$2.07M	Buy	11,049 +496	+5%	+$88K	2.43%	10
2018 Q3	$1.76M	Buy	10,553 +388	+4%	+$62.2K	1.88%	21
2018 Q2	$1.59M	Buy	+10,165	New	+$1.65M	1.92%	19

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cox Capital Management increased its McDonald's (MCD) stake by 0.34% in Q2 2026, buying an estimated $3.44K and bringing the position to 3,514 shares worth $950K. The position accounts for 0.53% of the portfolio, ranked #56.

Cox Capital Management first reported a position in MCD in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.47M in Q3 2019. 1,610 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cox Capital Management held 3,514 shares of McDonald's worth $950K as of Q2 2026.
Cox Capital Management bought 12 McDonald's shares in Q2 2026, an estimated $3.44K.
McDonald's made up 0.53% of Cox Capital Management's portfolio in Q2 2026, its #56 holding.
Cox Capital Management first reported a position in McDonald's in Q2 2018 and has held it in 15 quarters since.
Cox Capital Management's McDonald's position peaked at $2.47M in Q3 2019.
1,610 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.