FWCM
MCD icon

Ferguson Wellman Capital Management’s McDonald's MCD Stock Holding History

Ferguson Wellman 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 		$26.2M Sell
96,953
-1,016
-1% -$291K 0.32% 67
2026
Q1 		$30.4M Buy
97,969
+270
+0.3% +$86K 0.42% 56
2025
Q4 		$29.9M Sell
97,699
-381
-0.4% -$117K 0.48% 47
2025
Q3 		$29.8M Sell
98,080
-820
-0.8% -$250K 0.48% 49
2025
Q2 		$28.9M Sell
98,900
-1,268
-1% -$391K 0.51% 51
2025
Q1 		$31.3M Buy
100,168
+22,878
+30% +$6.84M 0.61% 50
2024
Q4 		$22.4M Sell
77,290
-1,522
-2% -$454K 0.43% 57
2024
Q3 		$24M Sell
78,812
-784
-1% -$216K 0.46% 56
2024
Q2 		$20.3M Sell
79,596
-1,905
-2% -$505K 0.41% 62
2024
Q1 		$23M Sell
81,501
-130,758
-62% -$38M 0.47% 57
2023
Q4 		$62.9M Buy
212,259
+3,641
+2% +$991K 1.41% 18
2023
Q3 		$55M Sell
208,618
-358
-0.2% -$102K 1.35% 22
2023
Q2 		$62.4M Buy
208,976
+1,003
+0.5% +$291K 1.46% 17
2023
Q1 		$58.2M Buy
207,973
+1,989
+1% +$533K 1.46% 19
2022
Q4 		$54.3M Buy
205,984
+15,450
+8% +$4.08M 1.41% 20
2022
Q3 		$44M Buy
190,534
+5,659
+3% +$1.45M 1.72% 12
2022
Q2 		$45.6M Buy
184,875
+4,200
+2% +$1.03M 1.69% 10
2022
Q1 		$44.7M Buy
180,675
+79,125
+78% +$19.7M 1.41% 21
2021
Q4 		$27.2M Buy
101,550
+67,744
+200% +$17.1M 0.79% 41
2021
Q3 		$8.15M Sell
33,806
-397
-1% -$94.8K 0.26% 73
2021
Q2 		$7.9M Buy
34,203
+457
+1% +$106K 0.26% 73
2021
Q1 		$7.56M Sell
33,746
-59,534
-64% -$12.7M 0.26% 73
2020
Q4 		$20M Sell
93,280
-89,221
-49% -$19.4M 0.49% 56
2020
Q3 		$40.1M Buy
182,501
+6,592
+4% +$1.35M 1.1% 28
2020
Q2 		$32.5M Sell
175,909
-1,729
-1% -$317K 0.99% 32
2020
Q1 		$29.4M Buy
177,638
+4,598
+3% +$906K 1.1% 28
2019
Q4 		$34.2M Sell
173,040
-4,328
-2% -$859K 1.01% 27
2019
Q3 		$38.1M Buy
177,368
+8,460
+5% +$1.81M 1.22% 23
2019
Q2 		$35.1M Buy
168,908
+127,798
+311% +$25.3M 1.17% 25
2019
Q1 		$7.81M Sell
41,110
-110
-0.3% -$20K 0.27% 97
2018
Q4 		$7.32M Sell
41,220
-223
-0.5% -$39.5K 0.28% 90
2018
Q3 		$6.93M Buy
41,443
+45
+0.1% +$7.21K 0.23% 104
2018
Q2 		$6.49M Sell
41,398
-405
-1% -$65.7K 0.23% 107
2018
Q1 		$6.54M Sell
41,803
-645
-2% -$106K 0.23% 114
2017
Q4 		$7.31M Sell
42,448
-1,021
-2% -$171K 0.25% 104
2017
Q3 		$6.81M Sell
43,469
-404
-0.9% -$63.3K 0.25% 108
2017
Q2 		$6.72M Sell
43,873
-1,542
-3% -$223K 0.25% 103
2017
Q1 		$5.89M Buy
45,415
+456
+1% +$57.2K 0.23% 115
2016
Q4 		$5.47M Buy
44,959
+1,087
+2% +$127K 0.22% 112
2016
Q3 		$5.06M Sell
43,872
-2,880
-6% -$341K 0.22% 108
2016
Q2 		$5.63M Sell
46,752
-220
-0.5% -$27.6K 0.24% 105
2016
Q1 		$5.9M Sell
46,972
-956
-2% -$114K 0.25% 105
2015
Q4 		$5.66M Sell
47,928
-859
-2% -$96K 0.23% 110
2015
Q3 		$4.81M Sell
48,787
-227
-0.5% -$22.1K 0.21% 119
2015
Q2 		$4.66M Sell
49,014
-160
-0.3% -$15.5K 0.19% 127
2015
Q1 		$4.79M Sell
49,174
-3,782
-7% -$359K 0.2% 124
2014
Q4 		$4.96M Sell
52,956
-7,165
-12% -$671K 0.2% 120
2014
Q3 		$5.7M Sell
60,121
-5,474
-8% -$522K 0.24% 109
2014
Q2 		$6.61M Sell
65,595
-88,743
-57% -$8.96M 0.28% 96
2014
Q1 		$15.1M Buy
154,338
+24,713
+19% +$2.36M 0.67% 53
2013
Q4 		$12.6M Sell
129,625
-84,503
-39% -$8.12M 0.57% 64
2013
Q3 		$20.6M Buy
214,128
+47,198
+28% +$4.61M 1.02% 34
2013
Q2 		$16.5M Buy
+166,930
New +$16.7M 1.27% 38

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Ferguson Wellman Capital Management's MCD Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $291K and leaving 96,953 shares worth $26.2M. The position accounts for 0.32% of the portfolio, ranked #67.

Ferguson Wellman Capital Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $62.9M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ferguson Wellman Capital Management held 96,953 shares of McDonald's worth $26.2M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 1,016 McDonald's shares in Q2 2026, an estimated $291K.
  • McDonald's made up 0.32% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #67 holding.
  • Ferguson Wellman Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's McDonald's position peaked at $62.9M in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.