Hoese & Co’s McDonald's MCD Stock Holding History

Hoese & 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	–	Sell	-13	Closed	-$4.04K	–	187
2026 Q1	$4.04K	Hold	13	–	–	﹤0.01%	129
2025 Q4	$3.97K	Hold	13	–	–	﹤0.01%	131
2025 Q3	$3.95K	Hold	13	–	–	﹤0.01%	120
2025 Q2	$3.8K	Sell	13 -13	-50%	-$4.01K	﹤0.01%	149
2025 Q1	$8.12K	Hold	26	–	–	0.01%	128
2024 Q4	$7.54K	Hold	26	–	–	0.01%	142
2024 Q3	$7.92K	Sell	26 -5	-16%	-$1.38K	0.01%	130
2024 Q2	$8.03K	Sell	31 -8	-21%	-$2.12K	0.01%	113
2024 Q1	$11.4K	Hold	39	–	–	0.01%	106
2023 Q4	$11K	Hold	39	–	–	0.01%	111
2023 Q3	$10.3K	Hold	39	–	–	0.01%	117
2023 Q2	$11.6K	Sell	39 -11	-22%	-$3.2K	0.01%	117
2023 Q1	$13.2K	Hold	50	–	–	0.02%	109
2022 Q4	$14K	Hold	50	–	–	0.01%	115
2022 Q3	$12K	Hold	50	–	–	0.01%	126
2022 Q2	$12K	Sell	50 -68	-58%	-$16.7K	0.01%	127
2022 Q1	$29K	Sell	118 -300	-72%	-$74.7K	0.03%	101
2021 Q4	$112K	Hold	418	–	–	0.11%	60
2021 Q3	$101K	Hold	418	–	–	0.11%	62
2021 Q2	$97K	Hold	418	–	–	0.11%	64
2021 Q1	$94K	Buy	+418	New	+$89.4K	0.12%	61

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Hoese & Co's MCD Position: Q2 2026 in Review

Hoese & Co sold out of McDonald's (MCD) in Q2 2026, closing a stake of 13 shares — an estimated $4.04K sold.

Hoese & Co first reported a position in MCD in Q1 2021 and held it in 21 quarters. The position peaked at $112K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hoese & Co reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Hoese & Co sold 13 McDonald's shares in Q2 2026, an estimated $4.04K.
Hoese & Co first reported a position in McDonald's in Q1 2021 and held it in 21 quarters.
Hoese & Co's McDonald's position peaked at $112K in Q4 2021.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.