DT Investment Partners’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 | $360K | Hold |
1,333
| – | – | 0.03% | 116 |
|
|
2026
Q1 | $414K | Hold |
1,333
| – | – | 0.03% | 107 |
|
|
2025
Q4 | $407K | Sell |
1,333
-261
| -16% | -$79.9K | 0.03% | 106 |
|
|
2025
Q3 | $484K | Sell |
1,594
-2,325
| -59% | -$708K | 0.04% | 99 |
|
|
2025
Q2 | $1.15M | Sell |
3,919
-265
| -6% | -$81.7K | 0.1% | 78 |
|
|
2025
Q1 | $1.31M | Sell |
4,184
-607
| -13% | -$182K | 0.13% | 76 |
|
|
2024
Q4 | $1.39M | Buy |
4,791
+181
| +4% | +$54K | 0.12% | 74 |
|
|
2024
Q3 | $1.4M | Buy |
4,610
+126
| +3% | +$34.7K | 0.11% | 81 |
|
|
2024
Q2 | $1.14M | Buy |
4,484
+76
| +2% | +$20.2K | 0.1% | 83 |
|
|
2024
Q1 | $1.24M | Buy |
4,408
+3,191
| +262% | +$928K | 0.13% | 75 |
|
|
2023
Q4 | $359K | Buy |
1,217
+141
| +13% | +$38.4K | 0.04% | 109 |
|
|
2023
Q3 | $283K | Hold |
1,076
| – | – | 0.03% | 108 |
|
|
2023
Q2 | $313K | Hold |
1,076
| – | – | 0.04% | 112 |
|
|
2023
Q1 | $320K | Hold |
1,076
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $284K | Buy |
1,076
+28
| +3% | +$7.39K | 0.04% | 112 |
|
|
2022
Q3 | $242K | Sell |
1,048
-430
| -29% | -$110K | 0.04% | 112 |
|
|
2022
Q2 | $365K | Hold |
1,478
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $365K | Sell |
1,478
-3,491
| -70% | -$870K | 0.05% | 127 |
|
|
2021
Q4 | $1.33M | Sell |
4,969
-217
| -4% | -$54.8K | 0.17% | 64 |
|
|
2021
Q3 | $1.25M | Buy |
5,186
+49
| +1% | +$11.7K | 0.17% | 66 |
|
|
2021
Q2 | $1.19M | Sell |
5,137
-167
| -3% | -$38.9K | 0.16% | 58 |
|
|
2021
Q1 | $1.19M | Buy |
5,304
+1,130
| +27% | +$242K | 0.17% | 58 |
|
|
2020
Q4 | $896K | Buy |
4,174
+3,054
| +273% | +$664K | 0.14% | 61 |
|
|
2020
Q3 | $246K | Hold |
1,120
| – | – | 0.04% | 102 |
|
|
2020
Q2 | $207K | Buy |
+1,120
| New | +$205K | 0.03% | 109 |
|
|
2020
Q1 | – | Sell |
-2,109
| Closed | -$417K | – | 132 |
|
|
2019
Q4 | $417K | Buy |
+2,109
| New | +$418K | 0.04% | 123 |
|
|
2018
Q1 | – | Sell |
-1,185
| Closed | -$204K | – | 83 |
|
|
2017
Q4 | $204K | Buy |
+1,185
| New | +$199K | 0.03% | 87 |
|
|
2016
Q1 | – | Sell |
-6,564
| Closed | -$776K | – | 70 |
|
|
2015
Q4 | $776K | Buy |
6,564
+79
| +1% | +$8.83K | 0.23% | 33 |
|
|
2015
Q3 | $639K | Sell |
6,485
-226
| -3% | -$22K | 0.2% | 39 |
|
|
2015
Q2 | $638K | Buy |
6,711
+318
| +5% | +$30.8K | 0.17% | 66 |
|
|
2015
Q1 | $623K | Buy |
6,393
+528
| +9% | +$50.1K | 0.19% | 42 |
|
|
2014
Q4 | $550K | Buy |
5,865
+681
| +13% | +$63.7K | 0.17% | 47 |
|
|
2014
Q3 | $491K | Buy |
5,184
+665
| +15% | +$63.4K | 0.16% | 51 |
|
|
2014
Q2 | $455K | Buy |
4,519
+552
| +14% | +$55.7K | 0.16% | 51 |
|
|
2014
Q1 | $389K | Buy |
3,967
+118
| +3% | +$11.3K | 0.15% | 50 |
|
|
2013
Q4 | $373K | Buy |
3,849
+254
| +7% | +$24.4K | 0.15% | 52 |
|
|
2013
Q3 | $346K | Buy |
+3,595
| New | +$351K | 0.14% | 50 |
|
Other funds holding MCD
BPC
ECSS
DT Investment Partners's MCD Position: Q2 2026 in Review
DT Investment Partners held its McDonald's (MCD) position steady in Q2 2026 at 1,333 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #116.
DT Investment Partners first reported a position in MCD in Q3 2013 and has held it in 37 quarters since. The position peaked at $1.4M in Q3 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- DT Investment Partners held 1,333 shares of McDonald's worth $360K as of Q2 2026.
- DT Investment Partners left its McDonald's share count unchanged in Q2 2026.
- McDonald's made up 0.03% of DT Investment Partners's portfolio in Q2 2026, its #116 holding.
- DT Investment Partners first reported a position in McDonald's in Q3 2013 and has held it in 37 quarters since.
- DT Investment Partners's McDonald's position peaked at $1.4M in Q3 2024.
- 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.