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Hofer & Associates’s McDonald's MCD Stock Holding History

Hofer & Associates’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 		$228K Buy
844
+18
+2% +$5.16K 0.11% 65
2026
Q1 		$257K Sell
826
-50
-6% -$15.9K 0.14% 53
2025
Q4 		$268K Buy
876
+19
+2% +$5.82K 0.14% 52
2025
Q3 		$260K Buy
857
+26
+3% +$7.91K 0.15% 51
2025
Q2 		$243K Sell
831
-171
-17% -$52.7K 0.15% 49
2025
Q1 		$313K Sell
1,002
-1
-0.1% -$299 0.21% 47
2024
Q4 		$291K Buy
1,003
+6
+0.6% +$1.79K 0.2% 47
2024
Q3 		$304K Sell
997
-20
-2% -$5.51K 0.21% 45
2024
Q2 		$259K Buy
1,017
+6
+0.6% +$1.59K 0.2% 47
2024
Q1 		$285K Sell
1,011
-1
-0.1% -$291 0.24% 42
2023
Q4 		$300K Sell
1,012
-29
-3% -$7.89K 0.28% 40
2023
Q3 		$274K Hold
1,041
– – 0.28% 40
2023
Q2 		$311K Sell
1,041
-85
-8% -$24.7K 0.3% 39
2023
Q1 		$297K Hold
1,126
– – 0.3% 42
2022
Q4 		$297K Hold
1,126
– – 0.3% 42
2022
Q3 		$260K Buy
1,126
+11
+1% +$2.81K 0.28% 43
2022
Q2 		$275K Buy
1,115
+27
+2% +$6.65K 0.29% 42
2022
Q1 		$269K Buy
1,088
+320
+42% +$79.7K 0.24% 45
2021
Q4 		$206K Buy
+768
New +$194K 0.19% 50

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Hofer & Associates's MCD Position: Q2 2026 in Review

Hofer & Associates increased its McDonald's (MCD) stake by 2.2% in Q2 2026, buying an estimated $5.16K and bringing the position to 844 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #65.

Hofer & Associates first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $313K in Q1 2025. 894 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hofer & Associates held 844 shares of McDonald's worth $228K as of Q2 2026.
  • Hofer & Associates bought 18 McDonald's shares in Q2 2026, an estimated $5.16K.
  • McDonald's made up 0.11% of Hofer & Associates's portfolio in Q2 2026, its #65 holding.
  • Hofer & Associates first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Hofer & Associates's McDonald's position peaked at $313K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.