Diversified Enterprises’s McDonald's MCD Stock Holding History

Diversified Enterprises’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	$1.98M	Sell	7,333 -171	-2%	-$49K	0.1%	97
2026 Q1	$2.33M	Buy	7,504 +608	+9%	+$194K	0.13%	79
2025 Q4	$2.11M	Buy	6,896 +2,789	+68%	+$854K	0.13%	75
2025 Q3	$1.25M	Sell	4,107 -197	-5%	-$60K	0.08%	85
2025 Q2	$1.26M	Buy	4,304 +273	+7%	+$84.2K	0.09%	81
2025 Q1	$1.26M	Buy	4,031 +511	+15%	+$153K	0.11%	76
2024 Q4	$1.02M	Buy	3,520 +406	+13%	+$121K	0.1%	79
2024 Q3	$948K	Buy	+3,114	New	+$858K	0.1%	76

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Diversified Enterprises's MCD Position: Q2 2026 in Review

Diversified Enterprises reduced its McDonald's (MCD) stake by 2.3% in Q2 2026, selling an estimated $49K and leaving 7,333 shares worth $1.98M. The position accounts for 0.1% of the portfolio, ranked #97.

Diversified Enterprises first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Diversified Enterprises held 7,333 shares of McDonald's worth $1.98M as of Q2 2026.
Diversified Enterprises sold 171 McDonald's shares in Q2 2026, an estimated $49K.
McDonald's made up 0.1% of Diversified Enterprises's portfolio in Q2 2026, its #97 holding.
Diversified Enterprises first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's McDonald's position peaked at $2.33M in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.