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Formidable Asset Management’s McDonald's MCD Stock Holding History

Formidable Asset 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 		$2.85M Sell
9,164
-2,100
-19% -$602K 0.45% 42
2026
Q1 		$3.44M Buy
11,264
+9
+0.1% +$2.87K 0.53% 35
2025
Q4 		$3.42M Buy
11,255
+1,104
+11% +$338K 0.5% 38
2025
Q3 		$2.97M Buy
10,151
+143
+1% +$43.5K 0.47% 42
2025
Q2 		$3.13M Sell
10,008
-35
-0.3% -$10.8K 0.52% 36
2025
Q1 		$3.14M Buy
10,043
+227
+2% +$67.9K 0.52% 36
2024
Q4 		$2.85M Buy
9,816
+109
+1% +$32.5K 0.47% 41
2024
Q3 		$2.96M Buy
9,707
+147
+2% +$40.5K 0.47% 38
2024
Q2 		$2.44M Buy
9,560
+525
+6% +$139K 0.39% 44
2024
Q1 		$2.55M Buy
9,035
+5,147
+132% +$1.5M 0.42% 48
2023
Q4 		$1.15M Hold
3,888
– – 0.24% 79
2023
Q3 		$1.02M Hold
3,888
– – 0.23% 86
2023
Q2 		$1.16M Sell
3,888
-15
-0.4% -$4.36K 0.25% 72
2023
Q1 		$1.1M Hold
3,903
– – 0.23% 81
2022
Q4 		$1.03M Sell
3,903
-1
-0% -$264 0.23% 85
2022
Q3 		$1M Sell
3,904
-136
-3% -$34.8K 0.23% 82
2022
Q2 		$1.01M Sell
4,040
-13
-0.3% -$3.2K 0.23% 83
2022
Q1 		$1M Sell
4,053
-79
-2% -$19.7K 0.19% 98
2021
Q4 		$1.11M Sell
4,132
-1
-0% -$252 0.21% 91
2021
Q3 		$996K Buy
4,133
+872
+27% +$208K 0.19% 99
2021
Q2 		$761K Sell
3,261
-33
-1% -$7.68K 0.16% 122
2021
Q1 		$741K Sell
3,294
-235
-7% -$50.3K 0.16% 125
2020
Q4 		$749K Buy
3,529
+217
+7% +$47.2K 0.17% 110
2020
Q3 		$733K Buy
3,312
+100
+3% +$20.5K 0.21% 96
2020
Q2 		$608K Buy
3,212
+1,020
+47% +$187K 0.18% 112
2020
Q1 		$363K Sell
2,192
-116
-5% -$22.9K 0.14% 133
2019
Q4 		$486K Buy
+2,308
New +$458K 0.15% 123
2019
Q3 		– Sell
-2,179
Closed -$459K – 189
2019
Q2 		$459K Sell
2,179
-13,333
-86% -$2.64M 0.16% 123
2019
Q1 		$380K Buy
+15,512
New +$2.82M 0.15% 119
2018
Q1 		– Sell
-4
Closed -$1K – 108
2017
Q4 		$1K Sell
4
-1,661
-100% -$279K ﹤0.01% 110
2017
Q3 		$261K Buy
1,665
+77
+5% +$12.1K 0.11% 161
2017
Q2 		$243K Hold
1,588
– – 0.12% 142
2017
Q1 		$229K Buy
1,588
+1
+0.1% +$125 0.1% 162
2016
Q4 		$193K Buy
+1,587
New +$186K 0.1% 159
2016
Q3 		– Sell
-1,609
Closed -$201K – 169
2016
Q2 		$201K Buy
1,609
+670
+71% +$83.9K 0.11% 147
2016
Q1 		$119K Buy
939
+42
+5% +$5.02K 0.08% 146
2015
Q4 		$106K Buy
897
+25
+3% +$2.79K 0.07% 165
2015
Q3 		$85K Buy
872
+250
+40% +$24.4K 0.06% 183
2015
Q2 		$59K Hold
622
– – 0.04% 195
2015
Q1 		$61K Hold
622
– – 0.04% 186
2014
Q4 		$58K Sell
622
-20
-3% -$1.87K 0.04% 182
2014
Q3 		$60K Sell
642
-51
-7% -$4.86K 0.04% 177
2014
Q2 		$70K Hold
693
– – 0.04% 188
2014
Q1 		$70K Sell
693
-4,950
-88% -$473K 0.05% 170
2013
Q4 		$541K Sell
5,643
-112
-2% -$10.8K 0.36% 68
2013
Q3 		$548K Buy
+5,755
New +$562K 0.47% 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

Formidable Asset Management's MCD Position: Q2 2026 in Review

Formidable Asset Management reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $602K and leaving 9,164 shares worth $2.85M. The position accounts for 0.45% of the portfolio, ranked #42.

Formidable Asset Management first reported a position in MCD in Q3 2013 and has held it in 46 quarters since. The position peaked at $3.44M in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Formidable Asset Management held 9,164 shares of McDonald's worth $2.85M as of Q2 2026.
  • Formidable Asset Management sold 2,100 McDonald's shares in Q2 2026, an estimated $602K.
  • McDonald's made up 0.45% of Formidable Asset Management's portfolio in Q2 2026, its #42 holding.
  • Formidable Asset Management first reported a position in McDonald's in Q3 2013 and has held it in 46 quarters since.
  • Formidable Asset Management's McDonald's position peaked at $3.44M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.