Hager Investment Management Services’s McDonald's MCD Stock Holding History

Hager Investment Management Services’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	$140K	Buy	517 +1	+0.2%	+$287	0.06%	106
2026 Q1	$160K	Buy	516 +53	+11%	+$16.9K	0.09%	93
2025 Q4	$142K	Sell	463 -27	-6%	-$8.27K	0.08%	99
2025 Q3	$149K	Buy	490 +1	+0.2%	+$304	0.08%	104
2025 Q2	$143K	Sell	489 -10	-2%	-$3.08K	0.09%	102
2025 Q1	$156K	Hold	499	–	–	0.11%	98
2024 Q4	$145K	Buy	+499	New	+$149K	0.09%	103

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Hager Investment Management Services's MCD Position: Q2 2026 in Review

Hager Investment Management Services increased its McDonald's (MCD) stake by 0.19% in Q2 2026, buying an estimated $287 and bringing the position to 517 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #106.

Hager Investment Management Services first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hager Investment Management Services held 517 shares of McDonald's worth $140K as of Q2 2026.
Hager Investment Management Services bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.06% of Hager Investment Management Services's portfolio in Q2 2026, its #106 holding.
Hager Investment Management Services first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's McDonald's position peaked at $160K in Q1 2026.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.