Hummer Financial Advisory Services’s McDonald's MCD Stock Holding History

Hummer Financial Advisory Services’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	$716K	Hold	2,650	–	–	0.47%	48
2026 Q1	$824K	Hold	2,650	–	–	0.58%	37
2025 Q4	$810K	Sell	2,650 -100	-4%	-$30.6K	0.57%	38
2025 Q3	$836K	Hold	2,750	–	–	0.61%	39
2025 Q2	$803K	Sell	2,750 -80	-3%	-$24.7K	0.6%	37
2025 Q1	$884K	Buy	2,830 +100	+4%	+$29.9K	0.72%	32
2024 Q4	$791K	Hold	2,730	–	–	0.63%	32
2024 Q3	$831K	Hold	2,730	–	–	0.65%	32
2024 Q2	$696K	Hold	2,730	–	–	0.6%	33
2024 Q1	$770K	Hold	2,730	–	–	0.63%	32
2023 Q4	$809K	Hold	2,730	–	–	0.74%	29
2023 Q3	$719K	Hold	2,730	–	–	0.73%	28
2023 Q2	$815K	Hold	2,730	–	–	0.8%	27
2023 Q1	$763K	Sell	2,730 -50	-2%	-$13.4K	0.81%	29
2022 Q4	$733K	Sell	2,780 -100	-3%	-$26.4K	0.81%	27
2022 Q3	$665K	Sell	2,880 -170	-6%	-$43.5K	0.78%	28
2022 Q2	$753K	Hold	3,050	–	–	0.85%	27
2022 Q1	$754K	Buy	3,050 +300	+11%	+$74.7K	0.68%	32
2021 Q4	$737K	Sell	2,750 -300	-10%	-$75.7K	0.62%	32
2021 Q3	$735K	Hold	3,050	–	–	0.68%	31
2021 Q2	$705K	Hold	3,050	–	–	0.65%	32
2021 Q1	$684K	Hold	3,050	–	–	0.66%	33
2020 Q4	$654K	Hold	3,050	–	–	0.69%	32
2020 Q3	$669K	Hold	3,050	–	–	0.79%	27
2020 Q2	$563K	Hold	3,050	–	–	0.72%	31
2020 Q1	$504K	Buy	3,050 +50	+2%	+$9.85K	0.76%	36
2019 Q4	$593K	Buy	+3,000	New	+$595K	0.64%	40

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hummer Financial Advisory Services's MCD Position: Q2 2026 in Review

Hummer Financial Advisory Services held its McDonald's (MCD) position steady in Q2 2026 at 2,650 shares worth $716K. The position accounts for 0.47% of the portfolio, ranked #48.

Hummer Financial Advisory Services first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $884K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hummer Financial Advisory Services held 2,650 shares of McDonald's worth $716K as of Q2 2026.
Hummer Financial Advisory Services left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.47% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #48 holding.
Hummer Financial Advisory Services first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's McDonald's position peaked at $884K in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.