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Hamel Associates’s McDonald's MCD Stock Holding History

Hamel Associates’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 		$5.68M Buy
21,025
+505
+2% +$145K 1.57% 26
2026
Q1 		$6.38M Sell
20,520
-725
-3% -$231K 1.82% 21
2025
Q4 		$6.49M Buy
21,245
+63
+0.3% +$19.3K 1.96% 19
2025
Q3 		$6.44M Sell
21,182
-32
-0.2% -$9.74K 1.98% 16
2025
Q2 		$6.2M Sell
21,214
-715
-3% -$220K 2.1% 17
2025
Q1 		$6.85M Sell
21,929
-208
-0.9% -$62.2K 2.33% 15
2024
Q4 		$6.42M Sell
22,137
-44
-0.2% -$13.1K 2.07% 21
2024
Q3 		$6.75M Sell
22,181
-454
-2% -$125K 2.06% 21
2024
Q2 		$5.77M Buy
22,635
+664
+3% +$176K 1.82% 25
2024
Q1 		$6.19M Sell
21,971
-60
-0.3% -$17.4K 1.99% 22
2023
Q4 		$6.53M Buy
22,031
+3,000
+16% +$817K 2.3% 19
2023
Q3 		$5.01M Sell
19,031
-35
-0.2% -$9.98K 1.83% 21
2023
Q2 		$5.69M Sell
19,066
-430
-2% -$125K 1.99% 21
2023
Q1 		$5.45M Hold
19,496
– – 1.89% 20
2022
Q4 		$5.14M Sell
19,496
-165
-0.8% -$43.5K 1.79% 23
2022
Q3 		$4.54M Sell
19,661
-270
-1% -$69K 1.8% 20
2022
Q2 		$4.92M Buy
19,931
+2
+0% +$493 1.94% 19
2022
Q1 		$4.93M Sell
19,929
-324
-2% -$80.7K 1.75% 20
2021
Q4 		$5.43M Sell
20,253
-105
-0.5% -$26.5K 1.95% 19
2021
Q3 		$4.91M Sell
20,358
-23
-0.1% -$5.49K 1.92% 20
2021
Q2 		$4.71M Sell
20,381
-45
-0.2% -$10.5K 1.8% 22
2021
Q1 		$4.58M Sell
20,426
-65
-0.3% -$13.9K 1.77% 24
2020
Q4 		$4.4M Sell
20,491
-140
-0.7% -$30.4K 1.8% 22
2020
Q3 		$4.53M Sell
20,631
-25
-0.1% -$5.13K 2.01% 20
2020
Q2 		$3.81M Buy
20,656
+650
+3% +$119K 1.83% 23
2020
Q1 		$3.31M Buy
20,006
+6,900
+53% +$1.36M 1.75% 25
2019
Q4 		$2.59M Buy
13,106
+2,145
+20% +$425K 1.07% 37
2019
Q3 		$2.35M Sell
10,961
-75
-0.7% -$16.1K 1.01% 37
2019
Q2 		$2.29M Sell
11,036
-80
-0.7% -$15.8K 1.01% 35
2019
Q1 		$2.11M Buy
11,116
+140
+1% +$25.4K 0.95% 37
2018
Q4 		$1.95M Sell
10,976
-90
-0.8% -$16K 0.97% 35
2018
Q3 		$1.85M Sell
11,066
-125
-1% -$20K 0.8% 44
2018
Q2 		$1.75M Buy
11,191
+185
+2% +$30K 0.81% 41
2018
Q1 		$1.72K Sell
11,006
-758
-6% -$125K 0.12% 40
2017
Q4 		$2.02M Sell
11,764
-150
-1% -$25.2K 0.96% 37
2017
Q3 		$1.87M Sell
11,914
-3,723
-24% -$584K 0.91% 37
2017
Q2 		$2.4M Sell
15,637
-18,229
-54% -$2.63M 1.2% 30
2017
Q1 		$4.39M Sell
33,866
-975
-3% -$122K 2.23% 18
2016
Q4 		$4.24M Sell
34,841
-40
-0.1% -$4.69K 2.18% 17
2016
Q3 		$4.02M Hold
34,881
– – 2.13% 20
2016
Q2 		$4.2M Sell
34,881
-200
-0.6% -$25K 2.17% 16
2016
Q1 		$4.41M Hold
35,081
– – 2.34% 14
2015
Q4 		$4.14M Buy
35,081
+1,591
+5% +$178K 2.64% 11
2015
Q3 		$3.3M Sell
33,490
-800
-2% -$77.9K 2.35% 15
2015
Q2 		$3.26M Hold
34,290
– – 2.14% 14
2015
Q1 		$3.34M Sell
34,290
-525
-2% -$49.8K 2.21% 11
2014
Q4 		$3.26M Sell
34,815
-425
-1% -$39.8K 2.12% 13
2014
Q3 		$3.34M Sell
35,240
-1,240
-3% -$118K 2.23% 12
2014
Q2 		$3.67M Sell
36,480
-275
-0.7% -$27.8K 2.43% 10
2014
Q1 		$3.6M Buy
36,755
+1,425
+4% +$136K 2.5% 9
2013
Q4 		$3.43M Buy
+35,330
New +$3.39M 2.4% 8

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hamel Associates's MCD Position: Q2 2026 in Review

Hamel Associates increased its McDonald's (MCD) stake by 2.5% in Q2 2026, buying an estimated $145K and bringing the position to 21,025 shares worth $5.68M. The position accounts for 1.57% of the portfolio, ranked #26.

Hamel Associates first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.85M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hamel Associates held 21,025 shares of McDonald's worth $5.68M as of Q2 2026.
  • Hamel Associates bought 505 McDonald's shares in Q2 2026, an estimated $145K.
  • McDonald's made up 1.57% of Hamel Associates's portfolio in Q2 2026, its #26 holding.
  • Hamel Associates first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
  • Hamel Associates's McDonald's position peaked at $6.85M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.