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Cromwell Holdings’s McDonald's MCD Stock Holding History

Cromwell Holdings’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 		$438K Sell
1,621
-208
-11% -$59.6K 0.2% 91
2026
Q1 		$568K Hold
1,829
– – 0.32% 55
2025
Q4 		$559K Buy
1,829
+208
+13% +$63.7K 0.31% 54
2025
Q3 		$493K Hold
1,621
– – 0.26% 66
2025
Q2 		$474K Hold
1,621
– – 0.29% 63
2025
Q1 		$506K Hold
1,621
– – 0.33% 56
2024
Q4 		$470K Hold
1,621
– – 0.27% 63
2024
Q3 		$494K Sell
1,621
-141
-8% -$38.9K 0.32% 60
2024
Q2 		$449K Buy
+1,762
New +$467K 0.27% 66

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Cromwell Holdings's MCD Position: Q2 2026 in Review

Cromwell Holdings reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $59.6K and leaving 1,621 shares worth $438K. The position accounts for 0.2% of the portfolio, ranked #91.

Cromwell Holdings first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cromwell Holdings held 1,621 shares of McDonald's worth $438K as of Q2 2026.
  • Cromwell Holdings sold 208 McDonald's shares in Q2 2026, an estimated $59.6K.
  • McDonald's made up 0.2% of Cromwell Holdings's portfolio in Q2 2026, its #91 holding.
  • Cromwell Holdings first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's McDonald's position peaked at $568K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.