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CX Institutional’s McDonald's MCD Stock Holding History

CX Institutional’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 		$10.7M Buy
39,602
+1,334
+3% +$383K 0.31% 72
2026
Q1 		$11.9M Buy
38,268
+1,793
+5% +$571K 0.36% 54
2025
Q4 		$11.1M Buy
36,475
+1,969
+6% +$603K 0.33% 65
2025
Q3 		$10.5M Buy
34,506
+21,838
+172% +$6.65M 0.32% 65
2025
Q2 		$3.7M Sell
12,668
-16,466
-57% -$5.08M 0.13% 154
2025
Q1 		$9.1M Sell
29,134
-34
-0.1% -$10.2K 0.34% 68
2024
Q4 		$8.46M Buy
29,168
+2,128
+8% +$635K 0.34% 66
2024
Q3 		$8.23M Buy
27,040
+10,733
+66% +$2.96M 0.37% 73
2024
Q2 		$4.16M Sell
16,307
-1,483
-8% -$393K 0.2% 129
2024
Q1 		$5.02M Buy
17,790
+10,344
+139% +$3.01M 0.24% 99
2023
Q4 		$2.21M Sell
7,446
-578
-7% -$157K 0.12% 188
2023
Q3 		$2.11M Buy
8,024
+76
+1% +$21.7K 0.12% 188
2023
Q2 		$2.37M Sell
7,948
-63
-0.8% -$18.3K 0.12% 199
2023
Q1 		$2.26M Sell
8,011
-12,807
-62% -$3.43M 0.12% 205
2022
Q4 		$5.49M Buy
20,818
+14,542
+232% +$3.84M 0.33% 73
2022
Q3 		$1.45M Sell
6,276
-2,889
-32% -$738K 0.1% 221
2022
Q2 		$2.26M Buy
9,165
+1,685
+23% +$415K 0.17% 152
2022
Q1 		$1.85M Sell
7,480
-10,560
-59% -$2.63M 0.15% 164
2021
Q4 		$4.84M Buy
18,040
+6,311
+54% +$1.59M 0.38% 75
2021
Q3 		$2.83M Buy
11,729
+6,467
+123% +$1.54M 0.23% 112
2021
Q2 		$1.22M Buy
5,262
+232
+5% +$54K 0.1% 191
2021
Q1 		$1.13M Sell
5,030
-401
-7% -$85.8K 0.1% 190
2020
Q4 		$1.17M Sell
5,431
-24
-0.4% -$5.22K 0.11% 184
2020
Q3 		$1.2M Buy
5,455
+422
+8% +$86.6K 0.13% 163
2020
Q2 		$928K Sell
5,033
-1,134
-18% -$208K 0.12% 151
2020
Q1 		$1.02M Buy
6,167
+430
+7% +$84.7K 0.17% 131
2019
Q4 		$1.13M Sell
5,737
-187
-3% -$37.1K 0.2% 106
2019
Q3 		$1.27M Sell
5,924
-5
-0.1% -$1.07K 0.21% 106
2019
Q2 		$1.23M Sell
5,929
-834
-12% -$165K 0.2% 101
2019
Q1 		$1.28M Sell
6,763
-1,433
-17% -$260K 0.23% 110
2018
Q4 		$1.46M Buy
8,196
+7,790
+1,919% +$1.38M 0.31% 76
2018
Q3 		$68K Hold
406
– – 0.02% 168
2018
Q2 		$64K Buy
+406
New +$65.8K 0.02% 144

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CX Institutional's MCD Position: Q2 2026 in Review

CX Institutional increased its McDonald's (MCD) stake by 3.5% in Q2 2026, buying an estimated $383K and bringing the position to 39,602 shares worth $10.7M. The position accounts for 0.31% of the portfolio, ranked #72.

CX Institutional first reported a position in MCD in Q2 2018 and has held it in 33 quarters since. The position peaked at $11.9M in Q1 2026. 805 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CX Institutional held 39,602 shares of McDonald's worth $10.7M as of Q2 2026.
  • CX Institutional bought 1,334 McDonald's shares in Q2 2026, an estimated $383K.
  • McDonald's made up 0.31% of CX Institutional's portfolio in Q2 2026, its #72 holding.
  • CX Institutional first reported a position in McDonald's in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's McDonald's position peaked at $11.9M in Q1 2026.
  • 805 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.