Hoey Investments’s McDonald's MCD Stock Holding History

Hoey Investments’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	$18.4K	Sell	68 -1,000	-94%	-$287K	﹤0.01%	222
2026 Q1	$332K	Hold	1,068	–	–	0.05%	72
2025 Q4	$326K	Hold	1,068	–	–	0.04%	68
2025 Q3	$325K	Hold	1,068	–	–	0.04%	73
2025 Q2	$312K	Hold	1,068	–	–	0.05%	68
2025 Q1	$334K	Hold	1,068	–	–	0.07%	63
2024 Q4	$310K	Hold	1,068	–	–	0.05%	65
2024 Q3	$272K	Hold	1,068	–	–	0.05%	79
2024 Q2	$272K	Hold	1,068	–	–	0.05%	79
2024 Q1	$301K	Hold	1,068	–	–	0.07%	73
2023 Q4	$317K	Buy	1,068 +37	+4%	+$10.1K	0.09%	67
2023 Q3	$272K	Hold	1,031	–	–	0.09%	74
2023 Q2	$308K	Hold	1,031	–	–	0.1%	77
2023 Q1	$288K	Hold	1,031	–	–	0.11%	74
2022 Q4	$272K	Hold	1,031	–	–	0.12%	76
2022 Q3	$238K	Hold	1,031	–	–	0.09%	81
2022 Q2	$255K	Hold	1,031	–	–	0.11%	68
2022 Q1	$255K	Sell	1,031 -1,910	-65%	-$476K	0.07%	60
2021 Q4	$788K	Buy	2,941 +31	+1%	+$7.83K	0.2%	36
2021 Q3	$702K	Hold	2,910	–	–	0.21%	41
2021 Q2	$672K	Buy	2,910 +360	+14%	+$83.8K	0.2%	45
2021 Q1	$572K	Buy	2,550 +140	+6%	+$29.9K	0.19%	40
2020 Q4	$517K	Hold	2,410	–	–	0.19%	40
2020 Q3	$529K	Hold	2,410	–	–	0.21%	35
2020 Q2	$445K	Buy	+2,410	New	+$442K	0.22%	38
2020 Q1	–	Sell	-10,524	Closed	-$2.08M	–	146
2019 Q4	$2.08M	Buy	+10,524	New	+$2.09M	1.48%	24

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Hoey Investments's MCD Position: Q2 2026 in Review

Hoey Investments reduced its McDonald's (MCD) stake by 94% in Q2 2026, selling an estimated $287K and leaving 68 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Hoey Investments first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.08M in Q4 2019. 1,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hoey Investments held 68 shares of McDonald's worth $18.4K as of Q2 2026.
Hoey Investments sold 1,000 McDonald's shares in Q2 2026, an estimated $287K.
McDonald's made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #222 holding.
Hoey Investments first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
Hoey Investments's McDonald's position peaked at $2.08M in Q4 2019.
1,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.