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
2021 Q1	–	Sell	-300	Closed	-$64K	–	151
2020 Q4	$64K	Sell	300 -1,300	-81%	-$283K	0.03%	151
2020 Q3	$351K	Hold	1,600	–	–	0.14%	125
2020 Q2	$295K	Buy	+1,600	New	+$293K	0.13%	127
2020 Q1	–	Sell	-2,600	Closed	-$514K	–	131
2019 Q4	$514K	Hold	2,600	–	–	0.22%	114
2019 Q3	$558K	Hold	2,600	–	–	0.21%	124
2019 Q2	$540K	Sell	2,600 -100	-4%	-$19.8K	0.23%	107
2019 Q1	$513K	Buy	2,700 +500	+23%	+$90.7K	0.22%	117
2018 Q4	$391K	Buy	+2,200	New	+$390K	0.2%	124

Other funds holding MCD

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 1,393 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.
1,393 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.