DCM
MCD icon

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

Delta 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 		$3.1M Buy
11,460
+730
+7% +$209K 1.43% 26
2026
Q1 		$3.33M Sell
10,730
-20
-0.2% -$6.37K 1.84% 18
2025
Q4 		$3.29M Sell
10,750
-1,500
-12% -$459K 1.85% 20
2025
Q3 		$3.72M Sell
12,250
-25
-0.2% -$7.61K 1.93% 18
2025
Q2 		$3.59M Sell
12,275
-100
-0.8% -$30.8K 2.01% 18
2025
Q1 		$3.87M Sell
12,375
-450
-4% -$135K 2.24% 8
2024
Q4 		$3.72M Sell
12,825
-20
-0.2% -$5.96K 2.12% 13
2024
Q3 		$3.91M Hold
12,845
– – 2.25% 11
2024
Q2 		$3.27M Sell
12,845
-10
-0.1% -$2.65K 1.98% 17
2024
Q1 		$3.62M Hold
12,855
– – 2.4% 12
2023
Q4 		$3.81M Sell
12,855
-10
-0.1% -$2.72K 2.66% 4
2023
Q3 		$3.39M Sell
12,865
-300
-2% -$85.6K 2.54% 8
2023
Q2 		$3.93M Sell
13,165
-95
-0.7% -$27.6K 2.7% 8
2023
Q1 		$3.71M Sell
13,260
-60
-0.5% -$16.1K 2.61% 7
2022
Q4 		$3.51M Buy
13,320
+10
+0.1% +$2.64K 2.56% 9
2022
Q3 		$3.07M Hold
13,310
– – 2.5% 7
2022
Q2 		$3.29M Buy
13,310
+10
+0.1% +$2.46K 2.47% 8
2022
Q1 		$3.29M Sell
13,300
-1,892
-12% -$471K 2.19% 12
2021
Q4 		$4.07M Buy
15,192
+15
+0.1% +$3.79K 2.28% 15
2021
Q3 		$3.66M Sell
15,177
-30
-0.2% -$7.16K 2.28% 12
2021
Q2 		$3.51M Sell
15,207
-10
-0.1% -$2.33K 2.17% 18
2021
Q1 		$3.41M Buy
15,217
+200
+1% +$42.8K 2.18% 18
2020
Q4 		$3.22M Hold
15,017
– – 2.25% 15
2020
Q3 		$3.3M Sell
15,017
-275
-2% -$56.5K 2.69% 11
2020
Q2 		$2.82M Sell
15,292
-3,162
-17% -$580K 2.4% 15
2020
Q1 		$3.05M Sell
18,454
-200
-1% -$39.4K 2.47% 16
2019
Q4 		$3.69M Hold
18,654
– – 2.27% 18
2019
Q3 		$4M Sell
18,654
-1,390
-7% -$298K 2.69% 11
2019
Q2 		$4.16M Sell
20,044
-220
-1% -$43.6K 2.62% 17
2019
Q1 		$3.85M Sell
20,264
-80
-0.4% -$14.5K 2.48% 18
2018
Q4 		$3.61M Sell
20,344
-30
-0.1% -$5.32K 2.59% 17
2018
Q3 		$3.41M Sell
20,374
-3,450
-14% -$553K 2.07% 23
2018
Q2 		$3.73M Buy
23,824
+10
+0% +$1.62K 2.43% 16
2018
Q1 		$3.72M Sell
23,814
-300
-1% -$49.4K 2.44% 18
2017
Q4 		$4.15M Sell
24,114
-225
-0.9% -$37.8K 2.59% 13
2017
Q3 		$3.81M Sell
24,339
-450
-2% -$70.5K 2.53% 13
2017
Q2 		$3.8M Sell
24,789
-110
-0.4% -$15.9K 2.56% 15
2017
Q1 		$3.23M Sell
24,899
-770
-3% -$96.6K 2.23% 19
2016
Q4 		$3.12M Sell
25,669
-340
-1% -$39.9K 2.22% 16
2016
Q3 		$3M Sell
26,009
-215
-0.8% -$25.5K 2.19% 18
2016
Q2 		$3.16M Sell
26,224
-3,323
-11% -$416K 2.42% 13
2016
Q1 		$3.71M Sell
29,547
-51
-0.2% -$6.09K 2.64% 11
2015
Q4 		$3.5M Buy
29,598
+140
+0.5% +$15.7K 2.55% 12
2015
Q3 		$2.9M Sell
29,458
-435
-1% -$42.4K 2.2% 20
2015
Q2 		$2.84M Sell
29,893
-155
-0.5% -$15K 1.94% 27
2015
Q1 		$2.93M Sell
30,048
-420
-1% -$39.8K 1.95% 26
2014
Q4 		$2.85M Sell
30,468
-170
-0.6% -$15.9K 1.84% 27
2014
Q3 		$2.9M Buy
30,638
+380
+1% +$36.2K 1.88% 25
2014
Q2 		$3.05M Hold
30,258
– – 1.97% 23
2014
Q1 		$2.97M Sell
30,258
-15,495
-34% -$1.48M 2.03% 21
2013
Q4 		$4.44M Sell
45,753
-250
-0.5% -$24K 3.12% 7
2013
Q3 		$4.43M Buy
46,003
+30
+0.1% +$2.93K 3.27% 7
2013
Q2 		$4.55M Buy
+45,973
New +$4.6M 3.55% 5

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

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

Delta Capital Management increased its McDonald's (MCD) stake by 6.8% in Q2 2026, buying an estimated $209K and bringing the position to 11,460 shares worth $3.1M. The position accounts for 1.43% of the portfolio, ranked #26.

Delta Capital Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.55M in Q2 2013. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Delta Capital Management held 11,460 shares of McDonald's worth $3.1M as of Q2 2026.
  • Delta Capital Management bought 730 McDonald's shares in Q2 2026, an estimated $209K.
  • McDonald's made up 1.43% of Delta Capital Management's portfolio in Q2 2026, its #26 holding.
  • Delta Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Delta Capital Management's McDonald's position peaked at $4.55M in Q2 2013.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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