Hunter Associates Investment Management’s McDonald's MCD Stock Holding History

Hunter Associates Investment 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	$2.6M	Sell	9,640 -34	-0.4%	-$9.75K	0.3%	75
2026 Q1	$3.01M	Buy	9,674 +43	+0.4%	+$13.7K	0.4%	57
2025 Q4	$2.94M	Sell	9,631 -179	-2%	-$54.8K	0.39%	56
2025 Q3	$2.98M	Buy	9,810 +1	+0%	+$304	0.41%	56
2025 Q2	$2.87M	Buy	9,809 +1	+0%	+$308	0.43%	56
2025 Q1	$3.07M	Sell	9,808 -156	-2%	-$46.7K	0.47%	51
2024 Q4	$2.88M	Buy	9,964 +2	+0%	+$596	0.44%	55
2024 Q3	$3.03M	Buy	9,962 +252	+3%	+$69.5K	0.47%	46
2024 Q2	$2.47M	Sell	9,710 -33	-0.3%	-$8.76K	0.42%	57
2024 Q1	$2.75M	Buy	9,743 +169	+2%	+$49.1K	0.46%	55
2023 Q4	$2.84M	Sell	9,574 -43	-0.4%	-$11.7K	0.52%	48
2023 Q3	$2.53M	Sell	9,617 -729	-7%	-$208K	0.51%	48
2023 Q2	$3.09M	Buy	10,346 +36	+0.3%	+$10.5K	0.6%	45
2023 Q1	$2.88M	Sell	10,310 -69	-0.7%	-$18.5K	0.62%	42
2022 Q4	$2.73M	Sell	10,379 -859	-8%	-$227K	0.66%	42
2022 Q3	$2.6M	Buy	11,238 +152	+1%	+$38.9K	0.67%	43
2022 Q2	$2.74M	Buy	11,086 +2,087	+23%	+$514K	0.68%	41
2022 Q1	$2.23M	Sell	8,999 -900	-9%	-$224K	0.72%	34
2021 Q4	$2.65M	Hold	9,899	–	–	0.76%	31
2021 Q3	$2.39M	Buy	9,899 +1,800	+22%	+$430K	0.77%	32
2021 Q2	$1.87M	Sell	8,099 -1,213	-13%	-$282K	0.58%	38
2021 Q1	$2.09M	Buy	9,312 +300	+3%	+$64.2K	0.48%	54
2020 Q4	$1.93M	Buy	9,012 +1,812	+25%	+$394K	0.48%	55
2020 Q3	$1.58M	Hold	7,200	–	–	0.44%	55
2020 Q2	$1.33M	Buy	7,200 +335	+5%	+$61.4K	0.39%	60
2020 Q1	$1.14M	Sell	6,865 -15	-0.2%	-$2.96K	0.44%	53
2019 Q4	$1.36M	Sell	6,880 -1,250	-15%	-$248K	0.42%	57
2019 Q3	$1.75M	Buy	8,130 +375	+5%	+$80.4K	0.6%	44
2019 Q2	$1.61M	Hold	7,755	–	–	0.55%	50
2019 Q1	$1.47M	Sell	7,755 -56	-0.7%	-$10.2K	0.52%	52
2018 Q4	$1.39M	Sell	7,811 -1,500	-16%	-$266K	0.56%	49
2018 Q3	$1.56M	Sell	9,311 -365	-4%	-$58.5K	0.54%	51
2018 Q2	$1.52M	Hold	9,676	–	–	0.55%	50
2018 Q1	$1.51M	Hold	9,676	–	–	0.57%	47
2017 Q4	$1.67M	Buy	9,676 +365	+4%	+$61.3K	0.61%	44
2017 Q3	$1.46M	Sell	9,311 -400	-4%	-$62.7K	0.57%	46
2017 Q2	$1.49M	Hold	9,711	–	–	0.6%	45
2017 Q1	$1.26M	Hold	9,711	–	–	0.53%	50
2016 Q4	$1.18M	Buy	9,711 +3,643	+60%	+$427K	0.5%	49
2016 Q3	$700K	Sell	6,068 -890	-13%	-$105K	0.3%	74
2016 Q2	$837K	Sell	6,958 -60	-0.9%	-$7.51K	0.36%	71
2016 Q1	$882K	Buy	7,018 +150	+2%	+$17.9K	0.4%	63
2015 Q4	$811K	Buy	6,868 +14	+0.2%	+$1.56K	0.36%	66
2015 Q3	$675K	Sell	6,854 -120	-2%	-$11.7K	0.32%	76
2015 Q2	$663K	Sell	6,974 -25	-0.4%	-$2.42K	0.28%	86
2015 Q1	$682K	Hold	6,999	–	–	0.27%	89
2014 Q4	$656K	Sell	6,999 -2,100	-23%	-$197K	0.25%	87
2014 Q3	$863K	Sell	9,099 -100	-1%	-$9.54K	0.34%	69
2014 Q2	$927K	Buy	9,199 +890	+11%	+$89.8K	0.36%	64
2014 Q1	$815K	Sell	8,309 -120	-1%	-$11.5K	0.32%	74
2013 Q4	$818K	Sell	8,429 -568	-6%	-$54.6K	0.31%	69
2013 Q3	$866K	Buy	8,997 +363	+4%	+$35.4K	0.36%	63
2013 Q2	$855K	Buy	+8,634	New	+$865K	0.32%	72

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Hunter Associates Investment Management's MCD Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its McDonald's (MCD) stake by 0.35% in Q2 2026, selling an estimated $9.75K and leaving 9,640 shares worth $2.6M. The position accounts for 0.3% of the portfolio, ranked #75.

Hunter Associates Investment Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.09M in Q2 2023. 1,012 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hunter Associates Investment Management held 9,640 shares of McDonald's worth $2.6M as of Q2 2026.
Hunter Associates Investment Management sold 34 McDonald's shares in Q2 2026, an estimated $9.75K.
McDonald's made up 0.3% of Hunter Associates Investment Management's portfolio in Q2 2026, its #75 holding.
Hunter Associates Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Hunter Associates Investment Management's McDonald's position peaked at $3.09M in Q2 2023.
1,012 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.