D.L. Carlson Investment Group’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 | $480K | Sell |
1,775
-383
| -18% | -$110K | 0.08% | 105 |
|
|
2026
Q1 | $671K | Buy |
2,158
+21
| +1% | +$6.69K | 0.12% | 95 |
|
|
2025
Q4 | $653K | Hold |
2,137
| – | – | 0.11% | 97 |
|
|
2025
Q3 | $649K | Buy |
2,137
+391
| +22% | +$119K | 0.11% | 101 |
|
|
2025
Q2 | $510K | Sell |
1,746
-615
| -26% | -$190K | 0.09% | 104 |
|
|
2025
Q1 | $738K | Sell |
2,361
-6
| -0.3% | -$1.79K | 0.14% | 100 |
|
|
2024
Q4 | $686K | Buy |
2,367
+101
| +4% | +$30.1K | 0.12% | 103 |
|
|
2024
Q3 | $690K | Sell |
2,266
-149
| -6% | -$41.1K | 0.12% | 108 |
|
|
2024
Q2 | $615K | Sell |
2,415
-25
| -1% | -$6.63K | 0.12% | 107 |
|
|
2024
Q1 | $688K | Sell |
2,440
-12
| -0.5% | -$3.49K | 0.13% | 104 |
|
|
2023
Q4 | $716K | Sell |
2,452
-15
| -0.6% | -$4.08K | 0.15% | 99 |
|
|
2023
Q3 | $650K | Sell |
2,467
-30
| -1% | -$8.56K | 0.13% | 99 |
|
|
2023
Q2 | $745K | Buy |
2,497
+290
| +13% | +$84.3K | 0.14% | 97 |
|
|
2023
Q1 | $617K | Sell |
2,207
-314
| -12% | -$84.1K | 0.14% | 92 |
|
|
2022
Q4 | $664K | Buy |
2,521
+22
| +0.9% | +$5.8K | 0.14% | 90 |
|
|
2022
Q3 | $577K | Hold |
2,499
| – | – | 0.13% | 94 |
|
|
2022
Q2 | $617K | Sell |
2,499
-45
| -2% | -$11.1K | 0.13% | 93 |
|
|
2022
Q1 | $629K | Sell |
2,544
-30
| -1% | -$7.47K | 0.1% | 101 |
|
|
2021
Q4 | $690K | Hold |
2,574
| – | – | 0.11% | 98 |
|
|
2021
Q3 | $621K | Sell |
2,574
-181
| -7% | -$43.2K | 0.11% | 99 |
|
|
2021
Q2 | $636K | Sell |
2,755
-55
| -2% | -$12.8K | 0.11% | 100 |
|
|
2021
Q1 | $630K | Sell |
2,810
-170
| -6% | -$36.4K | 0.11% | 104 |
|
|
2020
Q4 | $639K | Sell |
2,980
-20
| -0.7% | -$4.35K | 0.12% | 99 |
|
|
2020
Q3 | $658K | Sell |
3,000
-11,173
| -79% | -$2.29M | 0.14% | 93 |
|
|
2020
Q2 | $2.62M | Buy |
14,173
+138
| +1% | +$25.3K | 0.78% | 48 |
|
|
2020
Q1 | $2.32M | Buy |
14,035
+10,780
| +331% | +$2.12M | 0.88% | 43 |
|
|
2019
Q4 | $643K | Sell |
3,255
-200
| -6% | -$39.7K | 0.19% | 98 |
|
|
2019
Q3 | $742K | Sell |
3,455
-110
| -3% | -$23.6K | 0.23% | 90 |
|
|
2019
Q2 | $740K | Sell |
3,565
-35
| -1% | -$6.93K | 0.23% | 88 |
|
|
2019
Q1 | $684K | Sell |
3,600
-6,470
| -64% | -$1.17M | 0.2% | 95 |
|
|
2018
Q4 | $1.79M | Buy |
10,070
+6,280
| +166% | +$1.11M | 0.59% | 70 |
|
|
2018
Q3 | $634K | Sell |
3,790
-5,308
| -58% | -$851K | 0.18% | 102 |
|
|
2018
Q2 | $1.43M | Sell |
9,098
-335
| -4% | -$54.3K | 0.44% | 78 |
|
|
2018
Q1 | $1.48M | Sell |
9,433
-1,390
| -13% | -$229K | 0.46% | 73 |
|
|
2017
Q4 | $1.86M | Sell |
10,823
-767
| -7% | -$129K | 0.55% | 67 |
|
|
2017
Q3 | $1.82M | Sell |
11,590
-215
| -2% | -$33.7K | 0.56% | 68 |
|
|
2017
Q2 | $1.81M | Sell |
11,805
-450
| -4% | -$65K | 0.53% | 73 |
|
|
2017
Q1 | $1.59M | Sell |
12,255
-769
| -6% | -$96.5K | 0.54% | 75 |
|
|
2016
Q4 | $1.58M | Sell |
13,024
-445
| -3% | -$52.2K | 0.54% | 77 |
|
|
2016
Q3 | $1.55M | Sell |
13,469
-9,916
| -42% | -$1.18M | 0.54% | 75 |
|
|
2016
Q2 | $2.81M | Sell |
23,385
-2,865
| -11% | -$359K | 1% | 51 |
|
|
2016
Q1 | $3.3M | Sell |
26,250
-4,460
| -15% | -$533K | 1.23% | 31 |
|
|
2015
Q4 | $3.63M | Buy |
30,710
+5,470
| +22% | +$612K | 1.35% | 25 |
|
|
2015
Q3 | $2.49M | Sell |
25,240
-670
| -3% | -$65.3K | 1% | 40 |
|
|
2015
Q2 | $2.46M | Sell |
25,910
-3,525
| -12% | -$341K | 0.89% | 42 |
|
|
2015
Q1 | $2.87M | Buy |
29,435
+25,850
| +721% | +$2.45M | 1.02% | 37 |
|
|
2014
Q4 | $336K | Sell |
3,585
-375
| -9% | -$35.1K | 0.12% | 121 |
|
|
2014
Q3 | $375K | Sell |
3,960
-1,765
| -31% | -$168K | 0.14% | 112 |
|
|
2014
Q2 | $577K | Sell |
5,725
-390
| -6% | -$39.4K | 0.21% | 105 |
|
|
2014
Q1 | $599K | Sell |
6,115
-1,464
| -19% | -$140K | 0.23% | 99 |
|
|
2013
Q4 | $735K | Sell |
7,579
-2,270
| -23% | -$218K | 0.27% | 92 |
|
|
2013
Q3 | $948K | Sell |
9,849
-1,890
| -16% | -$185K | 0.36% | 81 |
|
|
2013
Q2 | $1.16M | Buy |
+11,739
| New | +$1.18M | 0.47% | 69 |
|
Other funds holding MCD
D.L. Carlson Investment Group's MCD Position: Q2 2026 in Review
D.L. Carlson Investment Group reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $110K and leaving 1,775 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #105.
D.L. Carlson Investment Group first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.63M in Q4 2015. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- D.L. Carlson Investment Group held 1,775 shares of McDonald's worth $480K as of Q2 2026.
- D.L. Carlson Investment Group sold 383 McDonald's shares in Q2 2026, an estimated $110K.
- McDonald's made up 0.08% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #105 holding.
- D.L. Carlson Investment Group first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- D.L. Carlson Investment Group's McDonald's position peaked at $3.63M in Q4 2015.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.