HZ
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Hixon Zuercher’s McDonald's MCD Stock Holding History

Hixon Zuercher’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 		$1.54M Buy
5,687
+301
+6% +$86.3K 0.45% 62
2026
Q1 		$1.67M Buy
5,386
+22
+0.4% +$7.01K 0.52% 61
2025
Q4 		$1.64M Sell
5,364
-66
-1% -$20.2K 0.5% 62
2025
Q3 		$1.65M Buy
5,430
+343
+7% +$104K 0.5% 59
2025
Q2 		$1.49M Sell
5,087
-2,955
-37% -$911K 0.48% 62
2025
Q1 		$2.51M Buy
8,042
+15
+0.2% +$4.49K 0.89% 41
2024
Q4 		$2.33M Sell
8,027
-113
-1% -$33.7K 0.9% 43
2024
Q3 		$2.48M Sell
8,140
-5,386
-40% -$1.48M 0.97% 39
2024
Q2 		$3.45M Buy
13,526
+1,896
+16% +$503K 1.45% 31
2024
Q1 		$3.28M Buy
11,630
+405
+4% +$118K 1.39% 32
2023
Q4 		$3.33M Buy
11,225
+134
+1% +$36.5K 1.55% 30
2023
Q3 		$2.92M Buy
11,091
+162
+1% +$46.2K 1.53% 27
2023
Q2 		$3.26M Buy
10,929
+121
+1% +$35.2K 1.64% 27
2023
Q1 		$3.02M Sell
10,808
-247
-2% -$66.2K 1.79% 25
2022
Q4 		$2.91M Buy
11,055
+10
+0.1% +$2.64K 1.79% 24
2022
Q3 		$2.55M Buy
11,045
+827
+8% +$211K 1.63% 26
2022
Q2 		$2.52M Buy
10,218
+78
+0.8% +$19.2K 1.63% 30
2022
Q1 		$2.51M Sell
10,140
-120
-1% -$29.9K 1.35% 34
2021
Q4 		$2.75M Buy
10,260
+513
+5% +$130K 1.38% 32
2021
Q3 		$2.35M Buy
9,747
+107
+1% +$25.5K 1.37% 34
2021
Q2 		$2.23M Sell
9,640
-6
-0.1% -$1.4K 1.34% 34
2021
Q1 		$2.16M Buy
9,646
+502
+5% +$107K 1.43% 28
2020
Q4 		$1.96M Sell
9,144
-178
-2% -$38.7K 1.37% 26
2020
Q3 		$2.05M Buy
9,322
+178
+2% +$36.5K 1.57% 26
2020
Q2 		$1.69M Buy
9,144
+83
+0.9% +$15.2K 1.45% 28
2020
Q1 		$1.5M Sell
9,061
-803
-8% -$158K 2.16% 20
2019
Q4 		$1.95M Buy
+9,864
New +$1.96M 1.85% 25

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

Hixon Zuercher's MCD Position: Q2 2026 in Review

Hixon Zuercher increased its McDonald's (MCD) stake by 5.6% in Q2 2026, buying an estimated $86.3K and bringing the position to 5,687 shares worth $1.54M. The position accounts for 0.45% of the portfolio, ranked #62.

Hixon Zuercher first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.45M in Q2 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hixon Zuercher held 5,687 shares of McDonald's worth $1.54M as of Q2 2026.
  • Hixon Zuercher bought 301 McDonald's shares in Q2 2026, an estimated $86.3K.
  • McDonald's made up 0.45% of Hixon Zuercher's portfolio in Q2 2026, its #62 holding.
  • Hixon Zuercher first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's McDonald's position peaked at $3.45M in Q2 2024.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.