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Eclectic Associates’s McDonald's MCD Stock Holding History

Eclectic Associates’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 		$295K Buy
1,090
+9
+0.8% +$2.58K 0.03% 133
2026
Q1 		$336K Buy
1,081
+19
+2% +$6.05K 0.04% 116
2025
Q4 		$325K Buy
1,062
+24
+2% +$7.35K 0.05% 115
2025
Q3 		$315K Buy
1,038
+42
+4% +$12.8K 0.06% 100
2025
Q2 		$291K Sell
996
-12
-1% -$3.7K 0.06% 107
2025
Q1 		$315K Buy
1,008
+2
+0.2% +$598 0.08% 99
2024
Q4 		$292K Buy
1,006
+3
+0.3% +$895 0.09% 102
2024
Q3 		$306K Buy
1,003
+2
+0.2% +$551 0.12% 85
2024
Q2 		$255K Sell
1,001
-90
-8% -$23.9K 0.11% 81
2024
Q1 		$308K Buy
1,091
+68
+7% +$19.8K 0.14% 71
2023
Q4 		$303K Sell
1,023
-1
-0.1% -$272 0.15% 69
2023
Q3 		$270K Buy
1,024
+93
+10% +$26.5K 0.14% 66
2023
Q2 		$278K Sell
931
-60
-6% -$17.4K 0.14% 63
2023
Q1 		$277K Buy
991
+24
+2% +$6.43K 0.14% 66
2022
Q4 		$255K Sell
967
-4
-0.4% -$1.05K 0.12% 68
2022
Q3 		$224K Buy
971
+2
+0.2% +$511 0.15% 62
2022
Q2 		$239K Sell
969
-26
-3% -$6.4K 0.16% 60
2022
Q1 		$246K Buy
995
+12
+1% +$2.99K 0.16% 61
2021
Q4 		$264K Buy
983
+2
+0.2% +$505 0.17% 64
2021
Q3 		$237K Sell
981
-24
-2% -$5.73K 0.17% 58
2021
Q2 		$232K Buy
1,005
+35
+4% +$8.14K 0.17% 58
2021
Q1 		$217K Buy
+970
New +$207K 0.18% 59

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eclectic Associates's MCD Position: Q2 2026 in Review

Eclectic Associates increased its McDonald's (MCD) stake by 0.83% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,090 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #133.

Eclectic Associates first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $336K in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Eclectic Associates held 1,090 shares of McDonald's worth $295K as of Q2 2026.
  • Eclectic Associates bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
  • McDonald's made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #133 holding.
  • Eclectic Associates first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • Eclectic Associates's McDonald's position peaked at $336K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.