Cullinan Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.1M | Sell |
48,623
-8,028
| -14% | -$2.3M | 0.99% | 25 |
|
|
2026
Q1 | $17.6M | Sell |
56,651
-7,617
| -12% | -$2.43M | 1.42% | 16 |
|
|
2025
Q4 | $19.6M | Sell |
64,268
-1,038
| -2% | -$318K | 1.33% | 17 |
|
|
2025
Q3 | $19.8M | Sell |
65,306
-1,401
| -2% | -$426K | 1.29% | 20 |
|
|
2025
Q2 | $19.5M | Sell |
66,707
-1,794
| -3% | -$553K | 1.29% | 18 |
|
|
2025
Q1 | $21.4M | Sell |
68,501
-803
| -1% | -$240K | 1.51% | 16 |
|
|
2024
Q4 | $20.1M | Sell |
69,304
-12,104
| -15% | -$3.61M | 1.29% | 20 |
|
|
2024
Q3 | $25.6M | Sell |
81,408
-6,220
| -7% | -$1.71M | 1.45% | 16 |
|
|
2024
Q2 | $22.3M | Sell |
87,628
-1,894
| -2% | -$502K | 1.26% | 19 |
|
|
2024
Q1 | $25.2M | Buy |
89,522
+2,246
| +3% | +$653K | 1.42% | 17 |
|
|
2023
Q4 | $25.9M | Sell |
87,276
-13,168
| -13% | -$3.58M | 1.44% | 13 |
|
|
2023
Q3 | $26.5M | Buy |
100,444
+1,611
| +2% | +$459K | 1.54% | 12 |
|
|
2023
Q2 | $29.5M | Buy |
98,833
+2,939
| +3% | +$854K | 1.62% | 11 |
|
|
2023
Q1 | $26.8M | Buy |
95,894
+1,393
| +1% | +$373K | 1.57% | 11 |
|
|
2022
Q4 | $24.9M | Buy |
94,501
+4,406
| +5% | +$1.16M | 1.38% | 11 |
|
|
2022
Q3 | $20.8M | Buy |
90,095
+28
| +0% | +$7.16K | 1.31% | 11 |
|
|
2022
Q2 | $22.2M | Buy |
90,067
+2,043
| +2% | +$503K | 1.36% | 11 |
|
|
2022
Q1 | $21.8M | Buy |
88,024
+4,109
| +5% | +$1.02M | 1.14% | 14 |
|
|
2021
Q4 | $22.5M | Buy |
83,915
+4,867
| +6% | +$1.23M | 1.15% | 14 |
|
|
2021
Q3 | $19.1M | Buy |
79,048
+5,325
| +7% | +$1.27M | 1.05% | 19 |
|
|
2021
Q2 | $17M | Buy |
73,723
+16,300
| +28% | +$3.79M | 0.95% | 25 |
|
|
2021
Q1 | $12.9M | Buy |
57,423
+1,133
| +2% | +$242K | 0.74% | 31 |
|
|
2020
Q4 | $12.1M | Buy |
56,290
+632
| +1% | +$137K | 0.72% | 30 |
|
|
2020
Q3 | $12.2M | Sell |
55,658
-114
| -0.2% | -$23.4K | 0.79% | 21 |
|
|
2020
Q2 | $10.3M | Sell |
55,772
-283
| -0.5% | -$51.9K | 0.72% | 30 |
|
|
2020
Q1 | $9.27M | Sell |
56,055
-113
| -0.2% | -$22.3K | 0.76% | 29 |
|
|
2019
Q4 | $11.1M | Buy |
56,168
+11,553
| +26% | +$2.29M | 0.74% | 33 |
|
|
2019
Q3 | $9.58M | Buy |
44,615
+2,357
| +6% | +$505K | 0.68% | 40 |
|
|
2019
Q2 | $8.78M | Buy |
42,258
+2,025
| +5% | +$401K | 0.64% | 44 |
|
|
2019
Q1 | $7.64M | Buy |
40,233
+849
| +2% | +$154K | 0.57% | 46 |
|
|
2018
Q4 | $6.99M | Sell |
39,384
-172
| -0.4% | -$30.5K | 0.58% | 46 |
|
|
2018
Q3 | $6.62M | Buy |
39,556
+240
| +0.6% | +$38.5K | 0.48% | 61 |
|
|
2018
Q2 | $6.16M | Buy |
39,316
+33,916
| +628% | +$5.5M | 0.47% | 63 |
|
|
2018
Q1 | $844K | Buy |
5,400
+900
| +20% | +$148K | 0.06% | 136 |
|
|
2017
Q4 | $775K | Buy |
4,500
+100
| +2% | +$16.8K | 0.06% | 141 |
|
|
2017
Q3 | $689K | Buy |
4,400
+200
| +5% | +$31.3K | 0.05% | 149 |
|
|
2017
Q2 | $643K | Sell |
4,200
-50,663
| -92% | -$7.32M | 0.05% | 156 |
|
|
2017
Q1 | $7.11M | Buy |
54,863
+2,963
| +6% | +$372K | 0.58% | 50 |
|
|
2016
Q4 | $6.32M | Sell |
51,900
-6,500
| -11% | -$762K | 0.54% | 56 |
|
|
2016
Q3 | $6.74M | Sell |
58,400
-1,900
| -3% | -$225K | 0.58% | 42 |
|
|
2016
Q2 | $7.26M | Sell |
60,300
-1,700
| -3% | -$213K | 0.59% | 41 |
|
|
2016
Q1 | $7.79M | Sell |
62,000
-11,300
| -15% | -$1.35M | 0.67% | 38 |
|
|
2015
Q4 | $8.66M | Sell |
73,300
-14,092
| -16% | -$1.58M | 0.75% | 38 |
|
|
2015
Q3 | $8.61M | Sell |
87,392
-1,818
| -2% | -$177K | 0.79% | 27 |
|
|
2015
Q2 | $8.48M | Sell |
89,210
-7,656
| -8% | -$741K | 0.7% | 31 |
|
|
2015
Q1 | $9.44M | Buy |
+96,866
| New | +$9.19M | 0.73% | 26 |
|
Other funds holding MCD
Cullinan Associates's MCD Position: Q2 2026 in Review
Cullinan Associates reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $2.3M and leaving 48,623 shares worth $13.1M. The position accounts for 0.99% of the portfolio, ranked #25.
Cullinan Associates first reported a position in MCD in Q1 2015 and has held it in 46 quarters since. The position peaked at $29.5M in Q2 2023. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Cullinan Associates held 48,623 shares of McDonald's worth $13.1M as of Q2 2026.
- Cullinan Associates sold 8,028 McDonald's shares in Q2 2026, an estimated $2.3M.
- McDonald's made up 0.99% of Cullinan Associates's portfolio in Q2 2026, its #25 holding.
- Cullinan Associates first reported a position in McDonald's in Q1 2015 and has held it in 46 quarters since.
- Cullinan Associates's McDonald's position peaked at $29.5M in Q2 2023.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.