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Hudson Value Partners’s McDonald's MCD Stock Holding History

Hudson Value Partners’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 		$4.27M Buy
15,790
+2,862
+22% +$821K 1.07% 35
2026
Q1 		$4.02M Buy
12,928
+19
+0.1% +$6.05K 1.2% 31
2025
Q4 		$3.97M Buy
12,909
+243
+2% +$74.4K 1.18% 29
2025
Q3 		$3.85M Sell
12,666
-270
-2% -$82.2K 1.19% 30
2025
Q2 		$3.78M Buy
12,936
+199
+2% +$61.4K 1.3% 30
2025
Q1 		$3.98M Sell
12,737
-2,217
-15% -$663K 1.5% 23
2024
Q4 		$4.34M Buy
14,954
+1,102
+8% +$329K 1.61% 23
2024
Q3 		$4.22M Buy
13,852
+497
+4% +$137K 1.64% 25
2024
Q2 		$3.4M Buy
13,355
+456
+4% +$121K 1.44% 26
2024
Q1 		$3.64M Buy
12,899
+4,149
+47% +$1.21M 1.54% 24
2023
Q4 		$2.59M Buy
8,750
+3,572
+69% +$972K 1.21% 32
2023
Q3 		$1.36M Buy
5,178
+168
+3% +$47.9K 0.72% 42
2023
Q2 		$1.49M Buy
5,010
+178
+4% +$51.7K 0.76% 38
2023
Q1 		$1.35M Hold
4,832
– – 0.77% 39
2022
Q4 		$1.27M Sell
4,832
-56
-1% -$14.8K 0.78% 39
2022
Q3 		$1.13M Sell
4,888
-156
-3% -$39.9K 0.76% 38
2022
Q2 		$1.25M Sell
5,044
-429
-8% -$106K 0.79% 39
2022
Q1 		$1.35M Hold
5,473
– – 0.7% 43
2021
Q4 		$1.47M Hold
5,473
– – 0.71% 41
2021
Q3 		$1.32M Hold
5,473
– – 0.73% 44
2021
Q2 		$1.26M Hold
5,473
– – 0.7% 42
2021
Q1 		$1.23M Hold
5,473
– – 0.74% 41
2020
Q4 		$1.16M Buy
+5,473
New +$1.19M 0.78% 39

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

Hudson Value Partners's MCD Position: Q2 2026 in Review

Hudson Value Partners increased its McDonald's (MCD) stake by 22% in Q2 2026, buying an estimated $821K and bringing the position to 15,790 shares worth $4.27M. The position accounts for 1.07% of the portfolio, ranked #35.

Hudson Value Partners first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.34M in Q4 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Hudson Value Partners held 15,790 shares of McDonald's worth $4.27M as of Q2 2026.
  • Hudson Value Partners bought 2,862 McDonald's shares in Q2 2026, an estimated $821K.
  • McDonald's made up 1.07% of Hudson Value Partners's portfolio in Q2 2026, its #35 holding.
  • Hudson Value Partners first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Hudson Value Partners's McDonald's position peaked at $4.34M in Q4 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.