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Hoertkorn Richard Charles’s McDonald's MCD Stock Holding History

Hoertkorn Richard Charles’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 		$1.76M Sell
6,499
-50
-0.8% -$14.3K 1.18% 23
2026
Q1 		$2.04M Sell
6,549
-2,750
-30% -$876K 1.67% 22
2025
Q4 		$2.84M Sell
9,299
-376
-4% -$115K 1.1% 25
2025
Q3 		$2.94M Sell
9,675
-167
-2% -$50.8K 1.14% 24
2025
Q2 		$2.88M Sell
9,842
-150
-2% -$46.2K 1.22% 22
2025
Q1 		$3.12M Sell
9,992
-2,232
-18% -$668K 1.44% 21
2024
Q4 		$3.54M Sell
12,224
-1,125
-8% -$335K 1.46% 20
2024
Q3 		$4.06M Sell
13,349
-197
-1% -$54.3K 1.75% 19
2024
Q2 		$3.45M Sell
13,546
-1,305
-9% -$346K 1.5% 19
2024
Q1 		$4.19M Sell
14,851
-50
-0.3% -$14.5K 1.8% 18
2023
Q4 		$4.42M Hold
14,901
– – 1.99% 18
2023
Q3 		$3.93M Sell
14,901
-98
-0.7% -$27.9K 1.96% 17
2023
Q2 		$4.48M Sell
14,999
-175
-1% -$50.8K 2.16% 17
2023
Q1 		$4.24M Sell
15,174
-41
-0.3% -$11K 2.19% 17
2022
Q4 		$4.01M Sell
15,215
-60
-0.4% -$15.8K 2.13% 18
2022
Q3 		$3.52M Sell
15,275
-1,425
-9% -$364K 2.02% 19
2022
Q2 		$4.12M Sell
16,700
-105
-0.6% -$25.9K 2.27% 17
2022
Q1 		$4.16M Sell
16,805
-400
-2% -$99.6K 1.83% 20
2021
Q4 		$4.61M Sell
17,205
-730
-4% -$184K 1.87% 19
2021
Q3 		$4.32M Sell
17,935
-2,220
-11% -$530K 1.94% 18
2021
Q2 		$4.66M Sell
20,155
-305
-1% -$71K 2.08% 17
2021
Q1 		$4.59M Sell
20,460
-390
-2% -$83.4K 2.26% 15
2020
Q4 		$4.47M Sell
20,850
-100
-0.5% -$21.7K 2.46% 15
2020
Q3 		$4.6M Sell
20,950
-525
-2% -$108K 3.05% 12
2020
Q2 		$3.96M Sell
21,475
-475
-2% -$87.1K 2.7% 15
2020
Q1 		$3.63M Sell
21,950
-930
-4% -$183K 2.97% 15
2019
Q4 		$4.52M Sell
22,880
-625
-3% -$124K 2.78% 14
2019
Q3 		$5.05M Hold
23,505
– – 3.27% 12
2019
Q2 		$4.88M Sell
23,505
-2,490
-10% -$493K 3.25% 13
2019
Q1 		$4.94M Sell
25,995
-3,050
-11% -$554K 3.27% 13
2018
Q4 		$5.16M Sell
29,045
-1,685
-5% -$299K 3.63% 12
2018
Q3 		$5.14M Sell
30,730
-1,175
-4% -$188K 3.05% 15
2018
Q2 		$5M Sell
31,905
-10,700
-25% -$1.73M 3.06% 15
2018
Q1 		$6.66M Sell
42,605
-970
-2% -$160K 4.11% 8
2017
Q4 		$7.5M Sell
43,575
-1,050
-2% -$176K 4.45% 8
2017
Q3 		$6.99M Sell
44,625
-1,150
-3% -$180K 4.43% 6
2017
Q2 		$7.01M Buy
45,775
+75
+0.2% +$10.8K 4.64% 5
2017
Q1 		$5.92M Sell
45,700
-475
-1% -$59.6K 3.95% 10
2016
Q4 		$5.62M Buy
46,175
+2,925
+7% +$343K 3.89% 8
2016
Q3 		$4.99M Sell
43,250
-1,550
-3% -$184K 3.88% 8
2016
Q2 		$5.39M Sell
44,800
-75
-0.2% -$9.39K 4.3% 6
2016
Q1 		$5.64M Sell
44,875
-3,225
-7% -$385K 4.52% 6
2015
Q4 		$5.68M Buy
48,100
+200
+0.4% +$22.4K 4.26% 7
2015
Q3 		$4.72M Buy
47,900
+4,250
+10% +$414K 3.72% 7
2015
Q2 		$4.15M Buy
43,650
+650
+2% +$62.9K 3.1% 11
2015
Q1 		$4.19M Sell
43,000
-950
-2% -$90.1K 3.12% 11
2014
Q4 		$4.12M Buy
43,950
+150
+0.3% +$14K 2.92% 10
2014
Q3 		$4.15M Buy
43,800
+3,425
+8% +$327K 3.07% 13
2014
Q2 		$4.07M Sell
40,375
-200
-0.5% -$20.2K 3.03% 12
2014
Q1 		$3.98M Sell
40,575
-475
-1% -$45.4K 3.12% 10
2013
Q4 		$3.98M Buy
+41,050
New +$3.94M 3.08% 11

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

Hoertkorn Richard Charles's MCD Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its McDonald's (MCD) stake by 0.76% in Q2 2026, selling an estimated $14.3K and leaving 6,499 shares worth $1.76M. The position accounts for 1.18% of the portfolio, ranked #23.

Hoertkorn Richard Charles first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.5M in Q4 2017. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hoertkorn Richard Charles held 6,499 shares of McDonald's worth $1.76M as of Q2 2026.
  • Hoertkorn Richard Charles sold 50 McDonald's shares in Q2 2026, an estimated $14.3K.
  • McDonald's made up 1.18% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #23 holding.
  • Hoertkorn Richard Charles first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
  • Hoertkorn Richard Charles's McDonald's position peaked at $7.5M in Q4 2017.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.