Godshalk Welsh Capital Management’s McDonald's MCD Stock Holding History

Godshalk Welsh 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	$1.11M	Hold	4,110	–	–	0.6%	58
2026 Q1	$1.28M	Hold	4,110	–	–	0.74%	48
2025 Q4	$1.26M	Sell	4,110 -15	-0.4%	-$4.59K	0.72%	45
2025 Q3	$1.25M	Sell	4,125 -15	-0.4%	-$4.57K	0.72%	41
2025 Q2	$1.21M	Sell	4,140 -175	-4%	-$54K	0.75%	42
2025 Q1	$1.35M	Sell	4,315 -10	-0.2%	-$2.99K	0.88%	36
2024 Q4	$1.25M	Hold	4,325	–	–	0.81%	37
2024 Q3	$1.32M	Sell	4,325 -200	-4%	-$55.1K	0.83%	38
2024 Q2	$1.15M	Sell	4,525 -210	-4%	-$55.7K	0.77%	41
2024 Q1	$1.34M	Sell	4,735 -50	-1%	-$14.5K	0.9%	36
2023 Q4	$1.42M	Hold	4,785	–	–	1.02%	32
2023 Q3	$1.26M	Sell	4,785 -25	-0.5%	-$7.13K	0.95%	37
2023 Q2	$1.44M	Sell	4,810 -15	-0.3%	-$4.36K	0.99%	35
2023 Q1	$1.35M	Buy	4,825 +15	+0.3%	+$4.02K	0.95%	38
2022 Q4	$1.27M	Sell	4,810 -116	-2%	-$30.6K	0.92%	42
2022 Q3	$1.14M	Buy	4,926 +116	+2%	+$29.6K	0.84%	47
2022 Q2	$1.19M	Hold	4,810	–	–	0.85%	44
2022 Q1	$1.19M	Hold	4,810	–	–	0.73%	49
2021 Q4	$1.29M	Hold	4,810	–	–	0.73%	49
2021 Q3	$1.16M	Hold	4,810	–	–	0.72%	48
2021 Q2	$1.15M	Sell	4,810 -75	-2%	-$17.5K	0.71%	47
2021 Q1	$1.09M	Buy	4,885 +25	+0.5%	+$5.35K	0.76%	47
2020 Q4	$1.04M	Buy	4,860 +570	+13%	+$124K	0.77%	49
2020 Q3	$942K	Buy	4,290 +100	+2%	+$20.5K	0.79%	46
2020 Q2	$773K	Sell	4,190 -260	-6%	-$47.7K	0.72%	53
2020 Q1	$736K	Sell	4,450 -25	-0.6%	-$4.93K	0.8%	49
2019 Q4	$884K	Sell	4,475 -50	-1%	-$9.92K	0.73%	53
2019 Q3	$972K	Sell	4,525 -50	-1%	-$10.7K	0.86%	47
2019 Q2	$950K	Buy	4,575 +75	+2%	+$14.9K	0.88%	45
2019 Q1	$855K	Sell	4,500 -25	-0.6%	-$4.54K	0.82%	47
2018 Q4	$804K	Hold	4,525	–	–	0.9%	44
2018 Q3	$757K	Hold	4,525	–	–	0.74%	51
2018 Q2	$709K	Sell	4,525 -150	-3%	-$24.3K	0.74%	54
2018 Q1	$731K	Hold	4,675	–	–	0.79%	50
2017 Q4	$805K	Sell	4,675 -100	-2%	-$16.8K	0.81%	48
2017 Q3	$748K	Sell	4,775 -285	-6%	-$44.7K	0.75%	56
2017 Q2	$775K	Sell	5,060 -250	-5%	-$36.1K	0.77%	52
2017 Q1	$688K	Sell	5,310 -50	-0.9%	-$6.27K	0.68%	56
2016 Q4	$652K	Hold	5,360	–	–	0.67%	60
2016 Q3	$618K	Sell	5,360 -372	-6%	-$44.1K	0.64%	60
2016 Q2	$690K	Hold	5,732	–	–	0.73%	53
2016 Q1	$720K	Hold	5,732	–	–	0.75%	50
2015 Q4	$677K	Hold	5,732	–	–	0.71%	50
2015 Q3	$565K	Sell	5,732 -100	-2%	-$9.74K	0.62%	65
2015 Q2	$554K	Sell	5,832 -390	-6%	-$37.7K	0.56%	68
2015 Q1	$606K	Sell	6,222 -710	-10%	-$67.4K	0.62%	69
2014 Q4	$650K	Buy	+6,932	New	+$649K	0.59%	63

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Godshalk Welsh Capital Management's MCD Position: Q2 2026 in Review

Godshalk Welsh Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 4,110 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #58.

Godshalk Welsh Capital Management first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.44M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Godshalk Welsh Capital Management held 4,110 shares of McDonald's worth $1.11M as of Q2 2026.
Godshalk Welsh Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.6% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #58 holding.
Godshalk Welsh Capital Management first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
Godshalk Welsh Capital Management's McDonald's position peaked at $1.44M in Q2 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.