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CWA Asset Management Group’s McDonald's MCD Stock Holding History

CWA Asset Management 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 		$4.63M Buy
17,143
+39
+0.2% +$11.2K 0.14% 156
2026
Q1 		$5.32M Sell
17,104
-282
-2% -$89.8K 0.18% 121
2025
Q4 		$5.31M Sell
17,386
-320
-2% -$98K 0.19% 109
2025
Q3 		$5.38M Buy
17,706
+63
+0.4% +$19.2K 0.2% 105
2025
Q2 		$5.15M Sell
17,643
-166
-0.9% -$51.2K 0.22% 104
2025
Q1 		$5.56M Buy
17,809
+5,086
+40% +$1.52M 0.27% 84
2024
Q4 		$3.69M Buy
12,723
+1,672
+15% +$499K 0.19% 110
2024
Q3 		$3.37M Buy
+11,051
New +$3.05M 0.18% 111
2024
Q1 		$4.71M Sell
16,692
-41,727
-71% -$12.1M 0.29% 88
2023
Q4 		$17.3M Buy
58,419
+3,782
+7% +$1.03M 1.19% 20
2023
Q3 		$14.4M Buy
54,637
+1,989
+4% +$567K 1.06% 20
2023
Q2 		$15.7M Buy
52,648
+1,916
+4% +$557K 1.08% 20
2023
Q1 		$14.2M Buy
50,732
+1,518
+3% +$407K 1.05% 25
2022
Q4 		$13M Buy
49,214
+2,971
+6% +$784K 1.05% 22
2022
Q3 		$10.7M Buy
46,243
+2,788
+6% +$713K 1.03% 23
2022
Q2 		$10.7M Buy
43,455
+1,386
+3% +$341K 1% 28
2022
Q1 		$10.4M Buy
42,069
+3,657
+10% +$911K 0.79% 35
2021
Q4 		$10.3M Buy
38,412
+1,431
+4% +$361K 0.76% 37
2021
Q3 		$8.92M Buy
36,981
+2,937
+9% +$701K 0.71% 44
2021
Q2 		$7.91M Buy
34,044
+3,377
+11% +$786K 0.64% 48
2021
Q1 		$6.87M Buy
30,667
+5,582
+22% +$1.19M 0.63% 49
2020
Q4 		$5.38M Buy
25,085
+5,694
+29% +$1.24M 0.56% 54
2020
Q3 		$4.26M Buy
19,391
+3,539
+22% +$727K 0.57% 49
2020
Q2 		$2.92M Buy
15,852
+3,486
+28% +$639K 0.51% 52
2020
Q1 		$2.04M Sell
12,366
-172
-1% -$33.9K 0.39% 65
2019
Q4 		$2.48M Buy
12,538
+777
+7% +$154K 0.4% 67
2019
Q3 		$2.52M Buy
11,761
+1,191
+11% +$255K 0.4% 68
2019
Q2 		$2.19M Buy
10,570
+1,507
+17% +$299K 0.38% 70
2019
Q1 		$1.72M Sell
9,063
-20,048
-69% -$3.64M 0.33% 77
2018
Q4 		$5.17M Sell
29,111
-848
-3% -$150K 1.2% 21
2018
Q3 		$4.99M Buy
29,959
+1,039
+4% +$167K 1.1% 26
2018
Q2 		$4.53M Buy
28,920
+2,557
+10% +$415K 1.06% 29
2018
Q1 		$4.12M Buy
26,363
+2,712
+11% +$446K 1.02% 28
2017
Q4 		$4.07M Buy
23,651
+2,300
+11% +$386K 1.08% 29
2017
Q3 		$3.35M Buy
21,351
+1,815
+9% +$284K 0.97% 33
2017
Q2 		$2.99M Buy
19,536
+917
+5% +$133K 0.95% 37
2017
Q1 		$2.41M Buy
18,619
+1,600
+9% +$201K 0.82% 44
2016
Q4 		$2.07M Buy
17,019
+3,625
+27% +$425K 0.88% 35
2016
Q3 		$1.55M Buy
13,394
+1,424
+12% +$169K 0.86% 34
2016
Q2 		$1.44M Buy
11,970
+1,818
+18% +$228K 0.88% 32
2016
Q1 		$1.28M Buy
10,152
+1,317
+15% +$157K 1.31% 23
2015
Q4 		$1.04M Buy
+8,835
New +$988K 1.17% 21

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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

CWA Asset Management Group's MCD Position: Q2 2026 in Review

CWA Asset Management Group increased its McDonald's (MCD) stake by 0.23% in Q2 2026, buying an estimated $11.2K and bringing the position to 17,143 shares worth $4.63M. The position accounts for 0.14% of the portfolio, ranked #156.

CWA Asset Management Group first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.3M in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CWA Asset Management Group held 17,143 shares of McDonald's worth $4.63M as of Q2 2026.
  • CWA Asset Management Group bought 39 McDonald's shares in Q2 2026, an estimated $11.2K.
  • McDonald's made up 0.14% of CWA Asset Management Group's portfolio in Q2 2026, its #156 holding.
  • CWA Asset Management Group first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
  • CWA Asset Management Group's McDonald's position peaked at $17.3M in Q4 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.