DIM
MCD icon

DLK Investment Management’s McDonald's MCD Stock Holding History

DLK Investment 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 		$3.8M Sell
14,923
-1,638
-10% -$470K 1.62% 26
2026
Q1 		$5.15M Sell
16,561
-3
-0% -$956 2.03% 23
2025
Q4 		$5.06M Buy
16,564
+232
+1% +$71.1K 1.88% 25
2025
Q3 		$4.96M Buy
16,332
+73
+0.4% +$22.2K 1.87% 24
2025
Q2 		$4.75M Buy
16,259
+416
+3% +$128K 1.8% 26
2025
Q1 		$4.95M Buy
15,843
+500
+3% +$150K 2.07% 21
2024
Q4 		$4.45M Buy
15,343
+84
+0.6% +$25K 1.86% 23
2024
Q3 		$4.65M Buy
15,259
+336
+2% +$92.6K 1.78% 25
2024
Q2 		$3.8M Buy
14,923
+771
+5% +$205K 1.57% 27
2024
Q1 		$3.99M Buy
14,152
+580
+4% +$169K 1.7% 27
2023
Q4 		$4.02M Buy
+13,572
New +$3.69M 1.83% 25

Other funds holding MCD

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DLK Investment Management's MCD Position: Q2 2026 in Review

DLK Investment Management reduced its McDonald's (MCD) stake by 9.9% in Q2 2026, selling an estimated $470K and leaving 14,923 shares worth $3.8M. The position accounts for 1.62% of the portfolio, ranked #26.

DLK Investment Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.15M in Q1 2026. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • DLK Investment Management held 14,923 shares of McDonald's worth $3.8M as of Q2 2026.
  • DLK Investment Management sold 1,638 McDonald's shares in Q2 2026, an estimated $470K.
  • McDonald's made up 1.62% of DLK Investment Management's portfolio in Q2 2026, its #26 holding.
  • DLK Investment Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • DLK Investment Management's McDonald's position peaked at $5.15M in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.