HPM
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Hoxton Planning & Management’s McDonald's MCD Stock Holding History

Hoxton Planning & 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 		$236K Sell
872
-69
-7% -$19.8K 0.06% 208
2026
Q1 		$293K Sell
941
-20
-2% -$6.37K 0.09% 164
2025
Q4 		$294K Buy
961
+17
+2% +$5.21K 0.09% 163
2025
Q3 		$287K Sell
944
-25
-3% -$7.61K 0.09% 159
2025
Q2 		$283K Sell
969
-44
-4% -$13.6K 0.1% 161
2025
Q1 		$316K Buy
1,013
+13
+1% +$3.89K 0.12% 144
2024
Q4 		$290K Buy
1,000
+23
+2% +$6.86K 0.11% 161
2024
Q3 		$297K Buy
+977
New +$269K 0.12% 154
2024
Q2 		– Sell
-786
Closed -$222K – 165
2024
Q1 		$222K Buy
+786
New +$229K 0.11% 144

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Hoxton Planning & Management's MCD Position: Q2 2026 in Review

Hoxton Planning & Management reduced its McDonald's (MCD) stake by 7.3% in Q2 2026, selling an estimated $19.8K and leaving 872 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #208.

Hoxton Planning & Management first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $316K in Q1 2025. 805 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hoxton Planning & Management held 872 shares of McDonald's worth $236K as of Q2 2026.
  • Hoxton Planning & Management sold 69 McDonald's shares in Q2 2026, an estimated $19.8K.
  • McDonald's made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #208 holding.
  • Hoxton Planning & Management first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
  • Hoxton Planning & Management's McDonald's position peaked at $316K in Q1 2025.
  • 805 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.