HM Payson & Co’s McDonald's MCD Stock Holding History

HM Payson & Co’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	$48.6M	Sell	179,770 -11,528	-6%	-$3.31M	0.64%	41
2026 Q1	$59.5M	Sell	191,298 -7,168	-4%	-$2.28M	0.86%	32
2025 Q4	$60.7M	Sell	198,466 -3,055	-2%	-$936K	0.86%	31
2025 Q3	$61.2M	Buy	201,521 +4,933	+3%	+$1.5M	0.88%	32
2025 Q2	$57.4M	Sell	196,588 -3,552	-2%	-$1.1M	0.91%	32
2025 Q1	$62.5M	Sell	200,140 -4,777	-2%	-$1.43M	1.1%	29
2024 Q4	$59.4M	Sell	204,917 -805	-0.4%	-$240K	1.01%	31
2024 Q3	$62.6M	Sell	205,722 -76,746	-27%	-$21.2M	1.07%	30
2024 Q2	$72M	Sell	282,468 -9,355	-3%	-$2.48M	1.31%	25
2024 Q1	$82.3M	Sell	291,823 -16,363	-5%	-$4.76M	1.53%	18
2023 Q4	$91.4M	Sell	308,186 -1,039	-0.3%	-$283K	1.89%	14
2023 Q3	$81.5M	Buy	309,225 +159	+0.1%	+$45.3K	1.91%	12
2023 Q2	$92.2M	Sell	309,066 -2,610	-0.8%	-$758K	2.07%	8
2023 Q1	$87.1M	Sell	311,676 -2,066	-0.7%	-$554K	2.09%	8
2022 Q4	$82.7M	Buy	313,742 +2,686	+0.9%	+$709K	2.06%	13
2022 Q3	$71.8M	Sell	311,056 -25	-0%	-$6.39K	1.97%	11
2022 Q2	$76.8M	Buy	311,081 +732	+0.2%	+$180K	1.97%	12
2022 Q1	$76.7M	Buy	310,349 +369	+0.1%	+$91.9K	1.75%	15
2021 Q4	$83.1M	Buy	309,980 +6,796	+2%	+$1.72M	1.81%	13
2021 Q3	$73.1M	Buy	303,184 +1,534	+0.5%	+$366K	1.78%	13
2021 Q2	$69.7M	Sell	301,650 -1,100	-0.4%	-$256K	1.7%	14
2021 Q1	$67.9M	Sell	302,750 -278	-0.1%	-$59.5K	1.81%	9
2020 Q4	$65M	Sell	303,028 -1,228	-0.4%	-$267K	1.8%	9
2020 Q3	$66.8M	Sell	304,256 -9	-0%	-$1.85K	2.06%	7
2020 Q2	$56.1M	Buy	304,265 +2,907	+1%	+$533K	1.88%	10
2020 Q1	$49.8M	Buy	301,358 +12,869	+4%	+$2.54M	1.96%	11
2019 Q4	$57M	Buy	288,489 +2,678	+0.9%	+$531K	1.83%	10
2019 Q3	$61.4M	Buy	285,811 +812	+0.3%	+$174K	2.16%	6
2019 Q2	$59.2M	Sell	284,999 -803	-0.3%	-$159K	2.12%	7
2019 Q1	$54.3M	Buy	285,802 +282,555	+8,702%	+$51.3M	2.07%	10
2018 Q4	$577K	Sell	3,247 -269,279	-99%	-$47.8M	1.69%	20
2018 Q3	$45.6M	Sell	272,526 -21,081	-7%	-$3.38M	2.04%	11
2018 Q2	$46M	Buy	293,607 +1,115	+0.4%	+$181K	1.97%	11
2018 Q1	$45.7M	Sell	292,492 -24,292	-8%	-$4M	1.89%	11
2017 Q4	$54.5M	Sell	316,784 -8,030	-2%	-$1.35M	2.19%	8
2017 Q3	$50.9M	Sell	324,814 -7,894	-2%	-$1.24M	2.19%	8
2017 Q2	$51M	Sell	332,708 -7,188	-2%	-$1.04M	2.3%	6
2017 Q1	$44.1M	Sell	339,896 -6,831	-2%	-$857K	2.01%	9
2016 Q4	$42.2M	Sell	346,727 -2,526	-0.7%	-$296K	2.01%	10
2016 Q3	$40.3M	Sell	349,253 -13,689	-4%	-$1.62M	1.97%	10
2016 Q2	$43.7M	Sell	362,942 -25,934	-7%	-$3.25M	2.18%	7
2016 Q1	$48.9M	Sell	388,876 -28,597	-7%	-$3.42M	2.54%	5
2015 Q4	$49.3M	Sell	417,473 -40,200	-9%	-$4.49M	2.54%	5
2015 Q3	$45.1M	Buy	457,673 +525	+0.1%	+$51.1K	2.44%	5
2015 Q2	$43.5M	Sell	457,148 -275	-0.1%	-$26.6K	2.16%	5
2015 Q1	$44.6M	Sell	457,423 -210	-0%	-$19.9K	2.23%	4
2014 Q4	$42.9M	Sell	457,633 -2,730	-0.6%	-$256K	2.12%	7
2014 Q3	$43.6M	Buy	460,363 +34,642	+8%	+$3.3M	2.24%	8
2014 Q2	$42.9M	Sell	425,721 -11,528	-3%	-$1.16M	2.2%	6
2014 Q1	$42.9M	Buy	437,249 +4,239	+1%	+$405K	2.27%	7
2013 Q4	$42M	Buy	433,010 +5,609	+1%	+$539K	2.25%	6
2013 Q3	$41.1M	Buy	427,401 +17,169	+4%	+$1.68M	2.38%	5
2013 Q2	$40.6M	Buy	+410,232	New	+$41.1M	2.44%	4

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HM Payson & Co's MCD Position: Q2 2026 in Review

HM Payson & Co reduced its McDonald's (MCD) stake by 6% in Q2 2026, selling an estimated $3.31M and leaving 179,770 shares worth $48.6M. The position accounts for 0.64% of the portfolio, ranked #41.

HM Payson & Co first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $92.2M in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

HM Payson & Co held 179,770 shares of McDonald's worth $48.6M as of Q2 2026.
HM Payson & Co sold 11,528 McDonald's shares in Q2 2026, an estimated $3.31M.
McDonald's made up 0.64% of HM Payson & Co's portfolio in Q2 2026, its #41 holding.
HM Payson & Co first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
HM Payson & Co's McDonald's position peaked at $92.2M in Q2 2023.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.