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Hennion & Walsh Asset Management’s McDonald's MCD Stock Holding History

Hennion & Walsh Asset Management’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 		$732K Buy
2,707
+15
+0.6% +$4.3K 0.02% 652
2026
Q1 		$837K Sell
2,692
-2,227
-45% -$709K 0.03% 560
2025
Q4 		$1.5M Sell
4,919
-1,712
-26% -$524K 0.05% 409
2025
Q3 		$2.02M Sell
6,631
-2,645
-29% -$805K 0.07% 343
2025
Q2 		$2.71M Buy
9,276
+2
+0% +$617 0.11% 249
2025
Q1 		$2.9M Sell
9,274
-497
-5% -$149K 0.13% 200
2024
Q4 		$2.83M Sell
9,771
-50
-0.5% -$14.9K 0.13% 203
2024
Q3 		$2.99M Sell
9,821
-2,128
-18% -$587K 0.14% 194
2024
Q2 		$3.05M Buy
11,949
+455
+4% +$121K 0.16% 164
2024
Q1 		$3.24M Sell
11,494
-657
-5% -$191K 0.17% 153
2023
Q4 		$3.6M Buy
12,151
+350
+3% +$95.3K 0.21% 128
2023
Q3 		$3.11M Buy
11,801
+2,109
+22% +$602K 0.2% 125
2023
Q2 		$2.89M Buy
9,692
+288
+3% +$83.7K 0.17% 158
2023
Q1 		$2.63M Buy
9,404
+1,977
+27% +$530K 0.16% 164
2022
Q4 		$1.96M Buy
7,427
+447
+6% +$118K 0.12% 211
2022
Q3 		$1.61M Buy
6,980
+3,851
+123% +$984K 0.11% 226
2022
Q2 		$772K Buy
3,129
+467
+18% +$115K 0.05% 378
2022
Q1 		$658K Buy
+2,662
New +$663K 0.04% 450
2021
Q2 		– Sell
-2,391
Closed -$536K – 740
2021
Q1 		$536K Buy
+2,391
New +$511K 0.03% 488

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

Hennion & Walsh Asset Management's MCD Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its McDonald's (MCD) stake by 0.56% in Q2 2026, buying an estimated $4.3K and bringing the position to 2,707 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #652.

Hennion & Walsh Asset Management first reported a position in MCD in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.6M in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hennion & Walsh Asset Management held 2,707 shares of McDonald's worth $732K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 15 McDonald's shares in Q2 2026, an estimated $4.3K.
  • McDonald's made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #652 holding.
  • Hennion & Walsh Asset Management first reported a position in McDonald's in Q1 2021 and has held it in 19 quarters since.
  • Hennion & Walsh Asset Management's McDonald's position peaked at $3.6M in Q4 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.