Impact Capital Partners’s McDonald's MCD Stock Holding History

Impact Capital 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	$2.59M	Sell	9,579 -580	-6%	-$166K	0.71%	32
2026 Q1	$3.16M	Sell	10,159 -136	-1%	-$43.3K	0.96%	23
2025 Q4	$3.15M	Buy	10,295 +191	+2%	+$58.5K	0.93%	24
2025 Q3	$3.07M	Buy	10,104 +600	+6%	+$183K	0.92%	27
2025 Q2	$2.78M	Sell	9,504 -5	-0.1%	-$1.54K	0.91%	27
2025 Q1	$2.97M	Buy	9,509 +185	+2%	+$55.3K	1.08%	20
2024 Q4	$2.7M	Buy	+9,324	New	+$2.78M	0.96%	24

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Impact Capital Partners's MCD Position: Q2 2026 in Review

Impact Capital Partners reduced its McDonald's (MCD) stake by 5.7% in Q2 2026, selling an estimated $166K and leaving 9,579 shares worth $2.59M. The position accounts for 0.71% of the portfolio, ranked #32.

Impact Capital Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Impact Capital Partners held 9,579 shares of McDonald's worth $2.59M as of Q2 2026.
Impact Capital Partners sold 580 McDonald's shares in Q2 2026, an estimated $166K.
McDonald's made up 0.71% of Impact Capital Partners's portfolio in Q2 2026, its #32 holding.
Impact Capital Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's McDonald's position peaked at $3.16M in Q1 2026.
1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.