Davis Capital Management’s McDonald's MCD Stock Holding History

Davis Capital Management’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	$262K	Buy	969 +928	+2,263%	+$266K	0.16%	76
2026 Q1	$12.7K	Sell	41 -79	-66%	-$25.2K	0.01%	207
2025 Q4	$36.8K	Hold	120	–	–	0.03%	153
2025 Q3	$36.5K	Buy	+120	New	+$36.5K	0.03%	156
2025 Q1	$43.3K	Buy	139 +1	+0.7%	+$299	0.03%	144
2024 Q4	$40.1K	Buy	138 +6	+5%	+$1.79K	0.03%	150
2024 Q3	$40.2K	Hold	132	–	–	0.03%	157
2024 Q2	$33K	Hold	132	–	–	0.03%	163
2024 Q1	$37K	Hold	132	–	–	0.03%	152
2023 Q4	$39.1K	Buy	+132	New	+$35.9K	0.04%	140
2020 Q2	$14K	Buy	76 +50	+192%	+$9.17K	0.03%	175
2020 Q1	$4K	Buy	+26	New	+$5.12K	0.01%	215

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Davis Capital Management's MCD Position: Q2 2026 in Review

Davis Capital Management increased its McDonald's (MCD) stake by 2,263% in Q2 2026, buying an estimated $266K and bringing the position to 969 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #76.

Davis Capital Management first reported a position in MCD in Q1 2020 and has held it in 12 quarters since. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Davis Capital Management held 969 shares of McDonald's worth $262K as of Q2 2026.
Davis Capital Management bought 928 McDonald's shares in Q2 2026, an estimated $266K.
McDonald's made up 0.16% of Davis Capital Management's portfolio in Q2 2026, its #76 holding.
Davis Capital Management first reported a position in McDonald's in Q1 2020 and has held it in 12 quarters since.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.