HVIA
MCD icon

Hudson Valley Investment Advisors’s McDonald's MCD Stock Holding History

Hudson Valley Investment Advisors’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 		$4.54M Sell
16,796
-96
-0.6% -$27.5K 0.55% 47
2026
Q1 		$5.25M Sell
16,892
-265
-2% -$84.4K 0.68% 40
2025
Q4 		$5.24M Buy
17,157
+54
+0.3% +$16.5K 0.58% 51
2025
Q3 		$5.2M Buy
17,103
+33
+0.2% +$10K 0.54% 59
2025
Q2 		$4.99M Sell
17,070
-204
-1% -$62.9K 0.55% 60
2025
Q1 		$5.4M Sell
17,274
-162
-0.9% -$48.5K 0.64% 51
2024
Q4 		$5.05M Sell
17,436
-162
-0.9% -$48.3K 0.57% 52
2024
Q3 		$5.36M Buy
17,598
+993
+6% +$274K 0.59% 53
2024
Q2 		$4.85M Buy
16,605
+843
+5% +$224K 0.63% 55
2024
Q1 		$4.44M Sell
15,762
-843
-5% -$245K 0.53% 57
2023
Q4 		$4.85M Buy
16,605
+7,030
+73% +$1.91M 0.66% 50
2023
Q3 		$2.52M Sell
9,575
-344
-3% -$98.1K 0.36% 76
2023
Q2 		$2.96M Sell
9,919
-97
-1% -$28.2K 0.4% 69
2023
Q1 		$2.8M Buy
10,016
+35
+0.4% +$9.38K 0.39% 74
2022
Q4 		$2.63M Buy
9,981
+27
+0.3% +$7.12K 0.4% 75
2022
Q3 		$2.3M Sell
9,954
-181
-2% -$46.3K 0.37% 76
2022
Q2 		$2.5M Sell
10,135
-249
-2% -$61.3K 0.39% 72
2022
Q1 		$2.57M Buy
10,384
+5,141
+98% +$1.28M 0.34% 79
2021
Q4 		$1.41M Sell
5,243
-375
-7% -$94.7K 0.22% 81
2021
Q3 		$1.35M Sell
5,618
-630
-10% -$150K 0.23% 80
2021
Q2 		$1.44M Sell
6,248
-695
-10% -$162K 0.25% 79
2021
Q1 		$1.56M Sell
6,943
-115
-2% -$24.6K 0.28% 79
2020
Q4 		$1.51M Buy
7,058
+150
+2% +$32.6K 0.29% 77
2020
Q3 		$1.52M Sell
6,908
-18
-0.3% -$3.69K 0.33% 71
2020
Q2 		$1.28M Buy
6,926
+270
+4% +$49.5K 0.3% 76
2020
Q1 		$1.1M Buy
6,656
+990
+17% +$195K 0.3% 74
2019
Q4 		$1.12M Buy
5,666
+150
+3% +$29.8K 0.24% 82
2019
Q3 		$1.18M Sell
5,516
-85
-2% -$18.2K 0.27% 78
2019
Q2 		$1.16M Buy
5,601
+75
+1% +$14.9K 0.27% 77
2019
Q1 		$1.05M Sell
5,526
-612
-10% -$111K 0.25% 84
2018
Q4 		$1.09M Buy
6,138
+728
+13% +$129K 0.25% 87
2018
Q3 		$905K Hold
5,410
– – 0.21% 90
2018
Q2 		$848K Buy
5,410
+345
+7% +$55.9K 0.21% 92
2018
Q1 		$792K Sell
5,065
-374
-7% -$61.5K 0.2% 95
2017
Q4 		$936K Sell
5,439
-190
-3% -$31.9K 0.23% 90
2017
Q3 		$882K Buy
5,629
+615
+12% +$96.4K 0.23% 90
2017
Q2 		$768K Hold
5,014
– – 0.21% 94
2017
Q1 		$650K Buy
5,014
+25
+0.5% +$3.14K 0.18% 100
2016
Q4 		$607K Buy
4,989
+84
+2% +$9.85K 0.18% 99
2016
Q3 		$566K Hold
4,905
– – 0.18% 100
2016
Q2 		$590K Buy
4,905
+105
+2% +$13.2K 0.19% 96
2016
Q1 		$603K Sell
4,800
-160
-3% -$19.1K 0.2% 96
2015
Q4 		$586K Sell
4,960
-1,125
-18% -$126K 0.18% 100
2015
Q3 		$600K Sell
6,085
-1,270
-17% -$124K 0.19% 100
2015
Q2 		$699K Sell
7,355
-2,105
-22% -$204K 0.22% 83
2015
Q1 		$922K Sell
9,460
-1,900
-17% -$180K 0.31% 74
2014
Q4 		$1.06M Sell
11,360
-1,675
-13% -$157K 0.44% 60
2014
Q3 		$1.24M Sell
13,035
-1,065
-8% -$102K 0.53% 54
2014
Q2 		$1.42M Sell
14,100
-1,005
-7% -$101K 0.62% 49
2014
Q1 		$1.48M Buy
15,105
+80
+0.5% +$7.65K 0.63% 48
2013
Q4 		$1.46M Sell
15,025
-275
-2% -$26.4K 0.64% 47
2013
Q3 		$1.47M Sell
15,300
-302
-2% -$29.5K 0.72% 46
2013
Q2 		$1.54M Buy
+15,602
New +$1.56M 0.74% 46

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hudson Valley Investment Advisors's MCD Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its McDonald's (MCD) stake by 0.57% in Q2 2026, selling an estimated $27.5K and leaving 16,796 shares worth $4.54M. The position accounts for 0.55% of the portfolio, ranked #47.

Hudson Valley Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.4M in Q1 2025. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hudson Valley Investment Advisors held 16,796 shares of McDonald's worth $4.54M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 96 McDonald's shares in Q2 2026, an estimated $27.5K.
  • McDonald's made up 0.55% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Hudson Valley Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's McDonald's position peaked at $5.4M in Q1 2025.
  • 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.