Hurlow Wealth Management Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $605K | Sell |
2,239
-291
| -12% | -$83.4K | 0.13% | 56 |
|
|
2026
Q1 | $786K | Sell |
2,530
-54
| -2% | -$17.2K | 0.19% | 42 |
|
|
2025
Q4 | $790K | Sell |
2,584
-154
| -6% | -$47.2K | 0.19% | 42 |
|
|
2025
Q3 | $832K | Hold |
2,738
| – | – | 0.22% | 42 |
|
|
2025
Q2 | $800K | Hold |
2,738
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $855K | Sell |
2,738
-100
| -4% | -$29.9K | 0.27% | 41 |
|
|
2024
Q4 | $823K | Buy |
2,838
+100
| +4% | +$29.8K | 0.26% | 42 |
|
|
2024
Q3 | $834K | Sell |
2,738
-50
| -2% | -$13.8K | 0.26% | 42 |
|
|
2024
Q2 | $710K | Buy |
2,788
+114
| +4% | +$30.2K | 0.24% | 43 |
|
|
2024
Q1 | $754K | Hold |
2,674
| – | – | 0.27% | 42 |
|
|
2023
Q4 | $793K | Sell |
2,674
-90
| -3% | -$24.5K | 0.3% | 41 |
|
|
2023
Q3 | $728K | Buy |
2,764
+200
| +8% | +$57K | 0.32% | 40 |
|
|
2023
Q2 | $765K | Sell |
2,564
-1
| -0% | -$291 | 0.33% | 38 |
|
|
2023
Q1 | $717K | Buy |
2,565
+2
| +0.1% | +$536 | 0.33% | 40 |
|
|
2022
Q4 | $675K | Buy |
2,563
+147
| +6% | +$38.8K | 0.35% | 40 |
|
|
2022
Q3 | $557K | Sell |
2,416
-45
| -2% | -$11.5K | 0.32% | 46 |
|
|
2022
Q2 | $608K | Sell |
2,461
-33
| -1% | -$8.13K | 0.35% | 40 |
|
|
2022
Q1 | $617K | Sell |
2,494
-377
| -13% | -$93.9K | 0.38% | 41 |
|
|
2021
Q4 | $597K | Buy |
2,871
+377
| +15% | +$95.2K | 0.47% | 35 |
|
|
2021
Q3 | $601K | Hold |
2,494
| – | – | 0.36% | 39 |
|
|
2021
Q2 | $576K | Sell |
2,494
-690
| -22% | -$161K | 0.38% | 43 |
|
|
2021
Q1 | $714K | Buy |
3,184
+8
| +0.3% | +$1.71K | 0.51% | 34 |
|
|
2020
Q4 | $682K | Buy |
3,176
+305
| +11% | +$66.3K | 0.54% | 33 |
|
|
2020
Q3 | $630K | Sell |
2,871
-200
| -7% | -$41.1K | 0.58% | 31 |
|
|
2020
Q2 | $568K | Sell |
3,071
-83
| -3% | -$15.2K | 0.55% | 33 |
|
|
2020
Q1 | $561K | Buy |
3,154
+200
| +7% | +$39.4K | 0.6% | 32 |
|
|
2019
Q4 | $618K | Sell |
2,954
-64
| -2% | -$12.7K | 0.61% | 33 |
|
|
2019
Q3 | $629K | Sell |
3,018
-9
| -0.3% | -$1.93K | 0.67% | 32 |
|
|
2019
Q2 | $650K | Hold |
3,027
| – | – | 0.68% | 34 |
|
|
2019
Q1 | $598K | Sell |
3,027
-22
| -0.7% | -$3.99K | 0.64% | 34 |
|
|
2018
Q4 | $560K | Buy |
+3,049
| New | +$541K | 0.68% | 33 |
|
Other funds holding MCD
Hurlow Wealth Management Group's MCD Position: Q2 2026 in Review
Hurlow Wealth Management Group reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $83.4K and leaving 2,239 shares worth $605K. The position accounts for 0.13% of the portfolio, ranked #56.
Hurlow Wealth Management Group first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $855K in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Hurlow Wealth Management Group held 2,239 shares of McDonald's worth $605K as of Q2 2026.
- Hurlow Wealth Management Group sold 291 McDonald's shares in Q2 2026, an estimated $83.4K.
- McDonald's made up 0.13% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #56 holding.
- Hurlow Wealth Management Group first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Hurlow Wealth Management Group's McDonald's position peaked at $855K in Q1 2025.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.