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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
2022
Q3 		– Hold
0
– -$173K – 328
2022
Q2 		– Hold
0
– – – 75

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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.