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

Dudley 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	$259K	Sell	959 -20	-2%	-$5.74K	0.1%	134
2026 Q1	$304K	Hold	979	–	–	0.13%	103
2025 Q4	$299K	Sell	979 -25	-2%	-$7.66K	0.13%	108
2025 Q3	$305K	Sell	1,004 -25	-2%	-$7.61K	0.14%	107
2025 Q2	$301K	Sell	1,029 -75	-7%	-$23.1K	0.15%	101
2025 Q1	$345K	Sell	1,104 -4	-0.4%	-$1.2K	0.18%	89
2024 Q4	$321K	Sell	1,108 -12	-1%	-$3.58K	0.16%	95
2024 Q3	$341K	Hold	1,120	–	–	0.18%	89
2024 Q2	$285K	Hold	1,120	–	–	0.16%	91
2024 Q1	$314K	Hold	1,120	–	–	0.18%	87
2023 Q4	$332K	Hold	1,120	–	–	0.21%	86
2023 Q3	$295K	Buy	1,120 +275	+33%	+$78.4K	0.21%	85
2023 Q2	$252K	Buy	845 +20	+2%	+$5.81K	0.17%	89
2023 Q1	$231K	Hold	825	–	–	0.16%	98
2022 Q4	$217K	Buy	+825	New	+$218K	0.15%	104

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

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

Dudley Capital Management reduced its McDonald's (MCD) stake by 2% in Q2 2026, selling an estimated $5.74K and leaving 959 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #134.

Dudley Capital Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $345K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Dudley Capital Management held 959 shares of McDonald's worth $259K as of Q2 2026.
Dudley Capital Management sold 20 McDonald's shares in Q2 2026, an estimated $5.74K.
McDonald's made up 0.1% of Dudley Capital Management's portfolio in Q2 2026, its #134 holding.
Dudley Capital Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Dudley Capital Management's McDonald's position peaked at $345K in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.