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Cullen Investment Group’s McDonald's MCD Stock Holding History

Cullen Investment Group’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 		$504K Sell
1,865
-34
-2% -$9.75K 0.06% 134
2026
Q1 		$590K Buy
1,899
+4
+0.2% +$1.27K 0.08% 123
2025
Q4 		$582K Sell
1,895
-93
-5% -$28.5K 0.08% 123
2025
Q3 		$598K Sell
1,988
-7
-0.4% -$2.13K 0.08% 121
2025
Q2 		$583K Sell
1,995
-344
-15% -$106K 0.08% 126
2025
Q1 		$731K Buy
2,339
+8
+0.3% +$2.39K 0.11% 119
2024
Q4 		$676K Buy
2,331
+156
+7% +$46.5K 0.1% 126
2024
Q3 		$662K Buy
2,175
+99
+5% +$27.3K 0.1% 126
2024
Q2 		$529K Sell
2,076
-397
-16% -$105K 0.08% 131
2024
Q1 		$687K Buy
2,473
+265
+12% +$77.1K 0.11% 123
2023
Q4 		$655K Buy
+2,208
New +$601K 0.11% 125

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cullen Investment Group's MCD Position: Q2 2026 in Review

Cullen Investment Group reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $9.75K and leaving 1,865 shares worth $504K. The position accounts for 0.06% of the portfolio, ranked #134.

Cullen Investment Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $731K in Q1 2025. 913 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cullen Investment Group held 1,865 shares of McDonald's worth $504K as of Q2 2026.
  • Cullen Investment Group sold 34 McDonald's shares in Q2 2026, an estimated $9.75K.
  • McDonald's made up 0.06% of Cullen Investment Group's portfolio in Q2 2026, its #134 holding.
  • Cullen Investment Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Cullen Investment Group's McDonald's position peaked at $731K in Q1 2025.
  • 913 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.