HighPoint Advisor Group’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 | $4.46M | Buy |
16,495
+521
| +3% | +$149K | 0.16% | 121 |
|
|
2026
Q1 | $4.96M | Sell |
15,974
-55,778
| -78% | -$17.8M | 0.21% | 102 |
|
|
2025
Q4 | $21.9M | Buy |
71,752
+15,732
| +28% | +$4.82M | 0.48% | 38 |
|
|
2025
Q3 | $17M | Buy |
56,020
+27
| +0% | +$8.22K | 0.81% | 20 |
|
|
2025
Q2 | $16.4M | Buy |
55,993
+433
| +0.8% | +$133K | 0.87% | 18 |
|
|
2025
Q1 | $17.5M | Buy |
55,560
+1,010
| +2% | +$302K | 1.02% | 19 |
|
|
2024
Q4 | $16.9M | Buy |
54,550
+1,232
| +2% | +$367K | 0.92% | 20 |
|
|
2024
Q3 | $16.2M | Sell |
53,318
-2,167
| -4% | -$597K | 0.95% | 20 |
|
|
2024
Q2 | $14.8M | Buy |
55,485
+4,338
| +8% | +$1.15M | 0.88% | 22 |
|
|
2024
Q1 | $13.9M | Sell |
51,147
-1,264
| -2% | -$368K | 0.98% | 17 |
|
|
2023
Q4 | $14.6M | Buy |
+52,411
| New | +$14.3M | 1.05% | 17 |
|
|
2022
Q2 | $13.3M | Buy |
+52,951
| New | +$13M | 1.46% | 12 |
|
|
2021
Q3 | $13.4M | Buy |
55,714
+4,118
| +8% | +$983K | 1.32% | 14 |
|
|
2021
Q2 | $11.9M | Buy |
51,596
+3,495
| +7% | +$813K | 1.2% | 16 |
|
|
2021
Q1 | $11.1M | Buy |
48,101
+861
| +2% | +$184K | 1.29% | 14 |
|
|
2020
Q4 | $10.2M | Buy |
47,240
+4,848
| +11% | +$1.05M | 1.24% | 14 |
|
|
2020
Q3 | $9.17M | Buy |
42,392
+859
| +2% | +$176K | 1.66% | 10 |
|
|
2020
Q2 | $7.67M | Buy |
41,533
+119
| +0.3% | +$21.8K | 1.64% | 12 |
|
|
2020
Q1 | $7.62M | Sell |
41,414
-12
| -0% | -$2.36K | 1.81% | 12 |
|
|
2019
Q4 | $8.74M | Buy |
41,426
+248
| +0.6% | +$49.2K | 1.8% | 11 |
|
|
2019
Q3 | $7.97M | Buy |
41,178
+2,107
| +5% | +$452K | 1.76% | 10 |
|
|
2019
Q2 | $8.4M | Sell |
39,071
-1,874
| -5% | -$371K | 1.97% | 9 |
|
|
2019
Q1 | $8.11M | Buy |
40,945
+8,900
| +28% | +$1.62M | 1.99% | 9 |
|
|
2018
Q4 | $5.74M | Buy |
32,045
+631
| +2% | +$112K | 1.52% | 13 |
|
|
2018
Q3 | $5.24M | Buy |
31,414
+545
| +2% | +$87.3K | 1.43% | 12 |
|
|
2018
Q2 | $4.99M | Sell |
30,869
-323
| -1% | -$52.4K | 1.35% | 15 |
|
|
2018
Q1 | $5.27M | Sell |
31,192
-4,375
| -12% | -$720K | 1.45% | 13 |
|
|
2017
Q4 | $5.78M | Sell |
35,567
-630
| -2% | -$106K | 1.65% | 11 |
|
|
2017
Q3 | $6.08M | Buy |
36,197
+316
| +0.9% | +$49.5K | 1.89% | 8 |
|
|
2017
Q2 | $5.52M | Hold |
35,881
| – | – | 1.78% | 8 |
|
|
2017
Q1 | $5.52M | Sell |
35,881
-3,143
| -8% | -$394K | 1.78% | 8 |
|
|
2016
Q4 | $5.04M | Sell |
39,024
-136
| -0.3% | -$15.9K | 1.62% | 9 |
|
|
2016
Q3 | $4.68M | Buy |
39,160
+6,420
| +20% | +$761K | 1.65% | 10 |
|
|
2016
Q2 | $3.87M | Buy |
32,740
+11,477
| +54% | +$1.44M | 1.36% | 14 |
|
|
2016
Q1 | $2.67M | Buy |
21,263
+3,010
| +16% | +$360K | 1.63% | 10 |
|
|
2015
Q4 | $2.16M | Buy |
18,253
+13,151
| +258% | +$1.47M | 1.42% | 11 |
|
|
2015
Q3 | $503K | Buy |
+5,102
| New | +$497K | 0.56% | 71 |
|
Other funds holding MCD
HighPoint Advisor Group's MCD Position: Q2 2026 in Review
HighPoint Advisor Group increased its McDonald's (MCD) stake by 3.3% in Q2 2026, buying an estimated $149K and bringing the position to 16,495 shares worth $4.46M. The position accounts for 0.16% of the portfolio, ranked #121.
HighPoint Advisor Group first reported a position in MCD in Q3 2015 and has held it in 37 quarters since. The position peaked at $21.9M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- HighPoint Advisor Group held 16,495 shares of McDonald's worth $4.46M as of Q2 2026.
- HighPoint Advisor Group bought 521 McDonald's shares in Q2 2026, an estimated $149K.
- McDonald's made up 0.16% of HighPoint Advisor Group's portfolio in Q2 2026, its #121 holding.
- HighPoint Advisor Group first reported a position in McDonald's in Q3 2015 and has held it in 37 quarters since.
- HighPoint Advisor Group's McDonald's position peaked at $21.9M in Q4 2025.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.