Harold Davidson & Associates’s McDonald's MCD Stock Holding History

Harold Davidson & 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	$1.33M	Sell	4,905 -1,674	-25%	-$480K	0.58%	33
2026 Q1	$2.04M	Sell	6,579 -223	-3%	-$71K	0.99%	25
2025 Q4	$2.08M	Sell	6,802 -335	-5%	-$103K	0.92%	24
2025 Q3	$2.17M	Buy	7,137 +2,192	+44%	+$667K	0.99%	25
2025 Q2	$1.44M	Sell	4,945 -3,623	-42%	-$1.12M	0.94%	23
2025 Q1	$2.68M	Sell	8,568 -319	-4%	-$95.4K	1.46%	19
2024 Q4	$2.58M	Buy	+8,887	New	+$2.65M	1.23%	22

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harold Davidson & Associates's MCD Position: Q2 2026 in Review

Harold Davidson & Associates reduced its McDonald's (MCD) stake by 25% in Q2 2026, selling an estimated $480K and leaving 4,905 shares worth $1.33M. The position accounts for 0.58% of the portfolio, ranked #33.

Harold Davidson & Associates first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Harold Davidson & Associates held 4,905 shares of McDonald's worth $1.33M as of Q2 2026.
Harold Davidson & Associates sold 1,674 McDonald's shares in Q2 2026, an estimated $480K.
McDonald's made up 0.58% of Harold Davidson & Associates's portfolio in Q2 2026, its #33 holding.
Harold Davidson & Associates first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Harold Davidson & Associates's McDonald's position peaked at $2.68M in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.