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

CPA 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	$2.69M	Sell	9,970 -60	-0.6%	-$17.2K	0.78%	23
2026 Q1	$3.12M	Sell	10,030 -1,075	-10%	-$342K	1.05%	21
2025 Q4	$3.39M	Buy	11,105 +189	+2%	+$57.9K	1.19%	20
2025 Q3	$3.32M	Hold	10,916	–	–	1.28%	20
2025 Q2	$3.19M	Hold	10,916	–	–	1.34%	19
2025 Q1	$3.41M	Hold	10,916	–	–	1.5%	19
2024 Q4	$3.16M	Hold	10,916	–	–	1.47%	18
2024 Q3	$3.32M	Sell	10,916 -100	-0.9%	-$27.6K	1.6%	17
2024 Q2	$2.81M	Hold	11,016	–	–	1.5%	16
2024 Q1	$3.11M	Hold	11,016	–	–	1.74%	15
2023 Q4	$3.27M	Sell	11,016 -86	-0.8%	-$23.4K	1.99%	12
2023 Q3	$2.92M	Hold	11,102	–	–	2.05%	13
2023 Q2	$3.31M	Hold	11,102	–	–	2.38%	9
2023 Q1	$3.1M	Hold	11,102	–	–	2.32%	9
2022 Q4	$2.93M	Buy	+11,102	New	+$2.93M	2.24%	10

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

CPA Asset Management reduced its McDonald's (MCD) stake by 0.6% in Q2 2026, selling an estimated $17.2K and leaving 9,970 shares worth $2.69M. The position accounts for 0.78% of the portfolio, ranked #23.

CPA Asset Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CPA Asset Management held 9,970 shares of McDonald's worth $2.69M as of Q2 2026.
CPA Asset Management sold 60 McDonald's shares in Q2 2026, an estimated $17.2K.
McDonald's made up 0.78% of CPA Asset Management's portfolio in Q2 2026, its #23 holding.
CPA Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
CPA Asset Management's McDonald's position peaked at $3.41M in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.