Hennessy Advisors Inc’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.55M | Buy |
5,750
+450
| +8% | +$129K | 0.05% | 257 |
|
|
2026
Q1 | $1.65M | Sell |
5,300
-18,700
| -78% | -$5.96M | 0.06% | 237 |
|
|
2025
Q4 | $7.34M | Sell |
24,000
-6,900
| -22% | -$2.11M | 0.26% | 117 |
|
|
2025
Q3 | $9.39M | Sell |
30,900
-300
| -1% | -$91.3K | 0.32% | 83 |
|
|
2025
Q2 | $9.12M | Hold |
31,200
| – | – | 0.3% | 93 |
|
|
2025
Q1 | $9.75M | Buy |
31,200
+24,750
| +384% | +$7.4M | 0.32% | 84 |
|
|
2024
Q4 | $1.87M | Buy |
+6,450
| New | +$1.92M | 0.06% | 238 |
|
|
2022
Q1 | – | Sell |
-21,500
| Closed | -$5.76M | – | 337 |
|
|
2021
Q4 | $5.76M | Sell |
21,500
-500
| -2% | -$126K | 0.33% | 105 |
|
|
2021
Q3 | $5.3M | Sell |
22,000
-300
| -1% | -$71.6K | 0.32% | 102 |
|
|
2021
Q2 | $5.15M | Hold |
22,300
| – | – | 0.29% | 119 |
|
|
2021
Q1 | $5M | Buy |
+22,300
| New | +$4.77M | 0.29% | 112 |
|
|
2017
Q4 | – | Sell |
-18,950
| Closed | -$2.97M | – | 346 |
|
|
2017
Q3 | $2.97M | Sell |
18,950
-13,550
| -42% | -$2.12M | 0.09% | 196 |
|
|
2017
Q2 | $4.98M | Hold |
32,500
| – | – | 0.15% | 140 |
|
|
2017
Q1 | $4.21M | Hold |
32,500
| – | – | 0.12% | 167 |
|
|
2016
Q4 | $3.96M | Buy |
32,500
+18,950
| +140% | +$2.22M | 0.12% | 150 |
|
|
2016
Q3 | $1.56M | Sell |
13,550
-4,250
| -24% | -$504K | 0.04% | 255 |
|
|
2016
Q2 | $2.14M | Sell |
17,800
-5,550
| -24% | -$695K | 0.06% | 215 |
|
|
2016
Q1 | $2.94M | Sell |
23,350
-58,200
| -71% | -$6.95M | 0.09% | 183 |
|
|
2015
Q4 | $9.63M | Sell |
81,550
-31,650
| -28% | -$3.54M | 0.3% | 79 |
|
|
2015
Q3 | $11.2M | Sell |
113,200
-6,700
| -6% | -$653K | 0.34% | 67 |
|
|
2015
Q2 | $11.4M | Sell |
119,900
-1,700
| -1% | -$164K | 0.34% | 71 |
|
|
2015
Q1 | $11.8M | Buy |
121,600
+1,400
| +1% | +$133K | 0.34% | 68 |
|
|
2014
Q4 | $11.3M | Buy |
120,200
+2,500
| +2% | +$234K | 0.32% | 68 |
|
|
2014
Q3 | $11.2M | Sell |
117,700
-400
| -0.3% | -$38.2K | 0.33% | 59 |
|
|
2014
Q2 | $11.9M | Buy |
118,100
+5,350
| +5% | +$540K | 0.37% | 53 |
|
|
2014
Q1 | $11.1M | Buy |
112,750
+23,100
| +26% | +$2.21M | 0.41% | 47 |
|
|
2013
Q4 | $8.7M | Buy |
89,650
+3,800
| +4% | +$365K | 0.35% | 63 |
|
|
2013
Q3 | $8.26M | Buy |
85,850
+19,450
| +29% | +$1.9M | 0.37% | 57 |
|
|
2013
Q2 | $6.57M | Buy |
+66,400
| New | +$6.65M | 0.33% | 87 |
|
Other funds holding MCD
Hennessy Advisors Inc's MCD Position: Q2 2026 in Review
Hennessy Advisors Inc increased its McDonald's (MCD) stake by 8.5% in Q2 2026, buying an estimated $129K and bringing the position to 5,750 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #257.
Hennessy Advisors Inc first reported a position in MCD in Q2 2013 and has held it in 29 quarters since. The position peaked at $11.9M in Q2 2014. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Hennessy Advisors Inc held 5,750 shares of McDonald's worth $1.55M as of Q2 2026.
- Hennessy Advisors Inc bought 450 McDonald's shares in Q2 2026, an estimated $129K.
- McDonald's made up 0.05% of Hennessy Advisors Inc's portfolio in Q2 2026, its #257 holding.
- Hennessy Advisors Inc first reported a position in McDonald's in Q2 2013 and has held it in 29 quarters since.
- Hennessy Advisors Inc's McDonald's position peaked at $11.9M in Q2 2014.
- 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.