Exeter Financial’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 | $4.81M | Sell |
17,786
-233
| -1% | -$66.8K | 1.84% | 17 |
|
|
2026
Q1 | $5.6M | Buy |
18,019
+110
| +0.6% | +$35K | 2.29% | 12 |
|
|
2025
Q4 | $5.47M | Buy |
17,909
+447
| +3% | +$137K | 2.33% | 10 |
|
|
2025
Q3 | $5.31M | Sell |
17,462
-46
| -0.3% | -$14K | 2.29% | 10 |
|
|
2025
Q2 | $5.12M | Sell |
17,508
-461
| -3% | -$142K | 2.28% | 11 |
|
|
2025
Q1 | $5.61M | Buy |
17,969
+98
| +0.5% | +$29.3K | 2.52% | 8 |
|
|
2024
Q4 | $5.18M | Buy |
17,871
+215
| +1% | +$64.1K | 2.37% | 10 |
|
|
2024
Q3 | $5.38M | Sell |
17,656
-268
| -1% | -$73.9K | 2.38% | 9 |
|
|
2024
Q2 | $4.57M | Sell |
17,924
-853
| -5% | -$226K | 2.18% | 12 |
|
|
2024
Q1 | $5.07M | Sell |
18,777
-548
| -3% | -$159K | 2.34% | 10 |
|
|
2023
Q4 | $5.62M | Sell |
19,325
-545
| -3% | -$148K | 2.73% | 6 |
|
|
2023
Q3 | $5.23M | Buy |
19,870
+118
| +0.6% | +$33.7K | 2.77% | 7 |
|
|
2023
Q2 | $5.82M | Sell |
19,752
-674
| -3% | -$196K | 3% | 6 |
|
|
2023
Q1 | $5.8M | Sell |
20,426
-23
| -0.1% | -$6.16K | 2.9% | 6 |
|
|
2022
Q4 | $5.39M | Sell |
20,449
-660
| -3% | -$174K | 2.81% | 7 |
|
|
2022
Q3 | $4.87M | Sell |
21,109
-189
| -0.9% | -$48.3K | 2.83% | 6 |
|
|
2022
Q2 | $5.26M | Buy |
21,298
+4
| +0% | +$985 | 2.93% | 6 |
|
|
2022
Q1 | $5.27M | Buy |
21,294
+169
| +0.8% | +$42.1K | 2.85% | 5 |
|
|
2021
Q4 | $5.59M | Sell |
21,125
-145
| -0.7% | -$36.6K | 3.06% | 5 |
|
|
2021
Q3 | $5.13M | Sell |
21,270
-16
| -0.1% | -$3.82K | 3.06% | 5 |
|
|
2021
Q2 | $4.97M | Buy |
21,286
+409
| +2% | +$95.2K | 2.88% | 6 |
|
|
2021
Q1 | $4.68M | Buy |
20,877
+445
| +2% | +$95.2K | 2.95% | 6 |
|
|
2020
Q4 | $4.38M | Buy |
20,432
+155
| +0.8% | +$33.7K | 3.04% | 6 |
|
|
2020
Q3 | $4.45M | Sell |
20,277
-20
| -0.1% | -$4.11K | 3.48% | 6 |
|
|
2020
Q2 | $3.74M | Sell |
20,297
-259
| -1% | -$47.5K | 3.11% | 5 |
|
|
2020
Q1 | $3.4M | Buy |
20,556
+10
| +0% | +$1.97K | 3.19% | 5 |
|
|
2019
Q4 | $4.06M | Sell |
20,546
-556
| -3% | -$110K | 3.15% | 5 |
|
|
2019
Q3 | $4.53M | Buy |
21,102
+3
| +0% | +$643 | 3.6% | 5 |
|
|
2019
Q2 | $4.38M | Sell |
21,099
-117
| -0.6% | -$23.2K | 3.66% | 3 |
|
|
2019
Q1 | $4.03M | Sell |
21,216
-257
| -1% | -$46.6K | 3.49% | 3 |
|
|
2018
Q4 | $3.81M | Sell |
21,473
-71
| -0.3% | -$12.6K | 3.6% | 4 |
|
|
2018
Q3 | $3.6M | Buy |
21,544
+191
| +0.9% | +$30.6K | 2.96% | 5 |
|
|
2018
Q2 | $3.35M | Sell |
21,353
-263
| -1% | -$42.6K | 2.95% | 5 |
|
|
2018
Q1 | $3.38M | Sell |
21,616
-1,502
| -6% | -$247K | 2.9% | 6 |
|
|
2017
Q4 | $3.98M | Buy |
+23,118
| New | +$3.88M | 3.47% | 5 |
|
Other funds holding MCD
BPC
TWC
DC
FI
Exeter Financial's MCD Position: Q2 2026 in Review
Exeter Financial reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $66.8K and leaving 17,786 shares worth $4.81M. The position accounts for 1.84% of the portfolio, ranked #17.
Exeter Financial first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.82M in Q2 2023. 1,406 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Exeter Financial held 17,786 shares of McDonald's worth $4.81M as of Q2 2026.
- Exeter Financial sold 233 McDonald's shares in Q2 2026, an estimated $66.8K.
- McDonald's made up 1.84% of Exeter Financial's portfolio in Q2 2026, its #17 holding.
- Exeter Financial first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Exeter Financial's McDonald's position peaked at $5.82M in Q2 2023.
- 1,406 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.