Hamilton Point Investment Advisors’s McDonald's MCD Stock Holding History

Hamilton Point Investment Advisors’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	$465K	Sell	1,720 -1	-0.1%	-$287	0.07%	104
2026 Q1	$535K	Sell	1,721 -29	-2%	-$9.24K	0.08%	94
2025 Q4	$535K	Buy	1,750 +31	+2%	+$9.49K	0.08%	95
2025 Q3	$523K	Hold	1,719	–	–	0.08%	96
2025 Q2	$502K	Hold	1,719	–	–	0.08%	95
2025 Q1	$537K	Buy	1,719 +620	+56%	+$185K	0.1%	88
2024 Q4	$319K	Sell	1,099 -190	-15%	-$56.7K	0.06%	104
2024 Q3	$393K	Hold	1,289	–	–	0.07%	97
2024 Q2	$328K	Hold	1,289	–	–	0.06%	103
2024 Q1	$363K	Hold	1,289	–	–	0.07%	99
2023 Q4	$382K	Hold	1,289	–	–	0.08%	100
2023 Q3	$340K	Hold	1,289	–	–	0.08%	96
2023 Q2	$385K	Sell	1,289 -75	-5%	-$21.8K	0.09%	91
2023 Q1	$381K	Buy	+1,364	New	+$365K	0.09%	87

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

Hamilton Point Investment Advisors's MCD Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its McDonald's (MCD) stake by 0.06% in Q2 2026, selling an estimated $287 and leaving 1,720 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #104.

Hamilton Point Investment Advisors first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $537K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hamilton Point Investment Advisors held 1,720 shares of McDonald's worth $465K as of Q2 2026.
Hamilton Point Investment Advisors sold 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.07% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #104 holding.
Hamilton Point Investment Advisors first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's McDonald's position peaked at $537K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.