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HMS Capital Management’s McDonald's MCD Stock Holding History

HMS Capital 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 		$958K Sell
3,544
-40
-1% -$11.5K 0.36% 59
2026
Q1 		$1.11M Sell
3,584
-328
-8% -$104K 0.43% 44
2025
Q4 		$1.2M Sell
3,912
-30
-0.8% -$9.19K 0.49% 44
2025
Q3 		$1.2M Sell
3,942
-54
-1% -$16.4K 0.5% 45
2025
Q2 		$1.17M Sell
3,996
-444
-10% -$137K 0.52% 44
2025
Q1 		$1.33M Sell
4,440
-21
-0.5% -$6.28K 0.74% 40
2024
Q4 		$1.29M Sell
4,461
-36
-0.8% -$10.7K 0.63% 43
2024
Q3 		$1.37M Buy
4,497
+373
+9% +$103K 0.67% 42
2024
Q2 		$1.05M Sell
4,124
-31
-0.7% -$8.22K 0.55% 46
2024
Q1 		$1.17M Sell
4,155
-286
-6% -$83.2K 0.65% 43
2023
Q4 		$1.32M Sell
4,441
-102
-2% -$27.8K 0.81% 36
2023
Q3 		$1.2M Sell
4,543
-107
-2% -$30.5K 0.79% 35
2023
Q2 		$1.39M Sell
4,650
-94
-2% -$27.3K 0.84% 30
2023
Q1 		$1.33M Sell
4,744
-133
-3% -$35.6K 0.84% 31
2022
Q4 		$1.29M Sell
4,877
-254
-5% -$67K 0.74% 28
2022
Q3 		$1.18M Buy
5,131
+23
+0.5% +$5.88K 0.72% 33
2022
Q2 		$1.26M Buy
5,108
+1,853
+57% +$456K 0.63% 31
2022
Q1 		$805K Buy
+3,255
New +$811K 0.34% 66
2021
Q2 		– Sell
-1,257
Closed -$282K – 143
2021
Q1 		$282K Sell
1,257
-1,079
-46% -$231K 0.12% 107
2020
Q4 		$501K Sell
2,336
-13
-0.6% -$2.83K 0.23% 82
2020
Q3 		$516K Sell
2,349
-2,836
-55% -$582K 0.2% 94
2020
Q2 		$956K Buy
5,185
+2,371
+84% +$435K 0.42% 50
2020
Q1 		$465K Sell
2,814
-2,732
-49% -$538K 0.45% 49
2019
Q4 		$1.1M Buy
5,546
+78
+1% +$15.5K 0.46% 56
2019
Q3 		$1.17M Sell
5,468
-116
-2% -$24.9K 0.44% 65
2019
Q2 		$1.16M Sell
5,584
-284
-5% -$56.3K 0.5% 47
2019
Q1 		$1.11M Buy
5,868
+631
+12% +$115K 0.47% 60
2018
Q4 		$930K Buy
+5,237
New +$929K 0.47% 65

Other funds holding MCD

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HMS Capital Management's MCD Position: Q2 2026 in Review

HMS Capital Management reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $11.5K and leaving 3,544 shares worth $958K. The position accounts for 0.36% of the portfolio, ranked #59.

HMS Capital Management first reported a position in MCD in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.39M in Q2 2023. 1,435 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HMS Capital Management held 3,544 shares of McDonald's worth $958K as of Q2 2026.
  • HMS Capital Management sold 40 McDonald's shares in Q2 2026, an estimated $11.5K.
  • McDonald's made up 0.36% of HMS Capital Management's portfolio in Q2 2026, its #59 holding.
  • HMS Capital Management first reported a position in McDonald's in Q4 2018 and has held it in 28 quarters since.
  • HMS Capital Management's McDonald's position peaked at $1.39M in Q2 2023.
  • 1,435 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.