HIA
MCD icon

Harbor Investment Advisory’s McDonald's MCD Stock Holding History

Harbor Investment Advisory’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 		$1.09M Buy
4,019
+38
+1% +$10.9K 0.08% 193
2026
Q1 		$1.24M Sell
3,981
-334
-8% -$106K 0.1% 167
2025
Q4 		$1.32M Buy
4,315
+380
+10% +$116K 0.1% 157
2025
Q3 		$1.2M Sell
3,935
-175
-4% -$53.3K 0.1% 157
2025
Q2 		$1.2M Sell
4,110
-60
-1% -$18.5K 0.11% 147
2025
Q1 		$1.3M Sell
4,170
-123
-3% -$36.8K 0.13% 131
2024
Q4 		$1.24M Sell
4,293
-159
-4% -$47.4K 0.12% 132
2024
Q3 		$1.36M Buy
4,452
+166
+4% +$45.8K 0.13% 124
2024
Q2 		$1.09M Buy
4,286
+257
+6% +$68.2K 0.11% 133
2024
Q1 		$1.14M Sell
4,029
-5
-0.1% -$1.45K 0.12% 134
2023
Q4 		$1.2M Sell
4,034
-139
-3% -$37.8K 0.14% 117
2023
Q3 		$1.1M Sell
4,173
-513
-11% -$146K 0.14% 122
2023
Q2 		$1.4M Sell
4,686
-263
-5% -$76.4K 0.19% 102
2023
Q1 		$1.38M Sell
4,949
-204
-4% -$54.7K 0.21% 96
2022
Q4 		$1.36M Sell
5,153
-297
-5% -$78.4K 0.21% 96
2022
Q3 		$1.26M Buy
5,450
+91
+2% +$23.3K 0.21% 95
2022
Q2 		$1.32M Sell
5,359
-9
-0.2% -$2.22K 0.21% 95
2022
Q1 		$1.33M Buy
5,368
+50
+0.9% +$12.5K 0.18% 106
2021
Q4 		$1.43M Sell
5,318
-81
-2% -$20.5K 0.18% 105
2021
Q3 		$1.3M Buy
5,399
+30
+0.6% +$7.16K 0.18% 106
2021
Q2 		$1.24M Buy
5,369
+11
+0.2% +$2.56K 0.17% 111
2021
Q1 		$1.2M Buy
5,358
+44
+0.8% +$9.41K 0.18% 111
2020
Q4 		$1.14M Buy
5,314
+323
+6% +$70.2K 0.18% 106
2020
Q3 		$1.09M Buy
4,991
+334
+7% +$68.6K 0.21% 93
2020
Q2 		$859K Sell
4,657
-131
-3% -$24K 0.18% 105
2020
Q1 		$792K Buy
4,788
+47
+1% +$9.26K 0.21% 93
2019
Q4 		$937K Buy
+4,741
New +$940K 0.22% 101

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
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
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

Harbor Investment Advisory's MCD Position: Q2 2026 in Review

Harbor Investment Advisory increased its McDonald's (MCD) stake by 0.95% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,019 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #193.

Harbor Investment Advisory first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.43M in Q4 2021. 1,186 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Harbor Investment Advisory held 4,019 shares of McDonald's worth $1.09M as of Q2 2026.
  • Harbor Investment Advisory bought 38 McDonald's shares in Q2 2026, an estimated $10.9K.
  • McDonald's made up 0.08% of Harbor Investment Advisory's portfolio in Q2 2026, its #193 holding.
  • Harbor Investment Advisory first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's McDonald's position peaked at $1.43M in Q4 2021.
  • 1,186 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.