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Hohimer Wealth Management’s McDonald's MCD Stock Holding History

Hohimer Wealth Management’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 		$5.22M Buy
19,317
+748
+4% +$214K 0.52% 46
2026
Q1 		$5.77M Sell
18,569
-150
-0.8% -$47.8K 0.68% 30
2025
Q4 		$5.72M Sell
18,719
-113
-0.6% -$34.6K 0.77% 32
2025
Q3 		$5.72M Buy
18,832
+9,556
+103% +$2.91M 0.8% 27
2025
Q2 		$2.71M Buy
9,276
+8
+0.1% +$2.47K 0.48% 70
2025
Q1 		$2.9M Hold
9,268
– – 0.56% 64
2024
Q4 		$2.69M Buy
9,268
+2
+0% +$596 0.51% 70
2024
Q3 		$2.82M Buy
9,266
+95
+1% +$26.2K 0.61% 70
2024
Q2 		$2.34M Sell
9,171
-17
-0.2% -$4.51K 0.54% 76
2024
Q1 		$2.59M Sell
9,188
-13
-0.1% -$3.78K 0.61% 63
2023
Q4 		$2.73M Buy
9,201
+17
+0.2% +$4.63K 0.69% 47
2023
Q3 		$2.42M Hold
9,184
– – 0.69% 51
2023
Q2 		$2.74M Hold
9,184
– – 0.76% 50
2023
Q1 		$2.57M Buy
9,184
+7,634
+493% +$2.05M 0.74% 51
2022
Q4 		$408K Sell
1,550
-7,521
-83% -$1.98M 0.13% 127
2022
Q3 		$2.09M Hold
9,071
– – 0.67% 66
2022
Q2 		$2.24M Hold
9,071
– – 0.66% 69
2022
Q1 		$2.24M Hold
9,071
– – 0.44% 80
2021
Q4 		$2.43M Sell
9,071
-68
-0.7% -$17.2K 0.51% 70
2021
Q3 		$2.2M Hold
9,139
– – 0.46% 83
2021
Q2 		$2.11M Buy
9,139
+5,521
+153% +$1.28M 0.43% 86
2021
Q1 		$811K Hold
3,618
– – 0.2% 123
2020
Q4 		$776K Buy
3,618
+739
+26% +$161K 0.21% 123
2020
Q3 		$651K Hold
2,879
– – 0.19% 128
2020
Q2 		$531K Buy
2,879
+955
+50% +$175K 0.18% 140
2020
Q1 		$358K Buy
1,924
+30
+2% +$5.91K 0.15% 157
2019
Q4 		$374K Buy
+1,894
New +$376K 0.13% 193

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hohimer Wealth Management's MCD Position: Q2 2026 in Review

Hohimer Wealth Management increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $214K and bringing the position to 19,317 shares worth $5.22M. The position accounts for 0.52% of the portfolio, ranked #46.

Hohimer Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.77M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hohimer Wealth Management held 19,317 shares of McDonald's worth $5.22M as of Q2 2026.
  • Hohimer Wealth Management bought 748 McDonald's shares in Q2 2026, an estimated $214K.
  • McDonald's made up 0.52% of Hohimer Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Hohimer Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's McDonald's position peaked at $5.77M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.