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Hennessy Advisors Inc’s McDonald's MCD Stock Holding History

Hennessy Advisors Inc’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 		$1.55M 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

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. 1,157 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.
  • 1,157 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.