IIL
MCD icon

Insight Inv LLC’s McDonald's MCD Stock Holding History

Insight Inv LLC’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 		$265K Sell
982
-11
-1% -$3.15K 0.13% 82
2026
Q1 		$309K Sell
993
-234
-19% -$74.5K 0.17% 75
2025
Q4 		$375K Sell
1,227
-132
-10% -$40.4K 0.21% 76
2025
Q3 		$413K Sell
1,359
-9
-0.7% -$2.74K 0.24% 74
2025
Q2 		$400K Sell
1,368
-14,247
-91% -$4.39M 0.27% 72
2025
Q1 		$449K Buy
15,615
+14,224
+1,023% +$4.25M 0.31% 72
2024
Q4 		$403K Hold
1,391
– – 0.28% 74
2024
Q3 		$424K Sell
1,391
-60
-4% -$16.5K 0.36% 62
2024
Q2 		$370K Hold
1,451
– – 0.32% 63
2024
Q1 		$409K Hold
1,451
– – 0.36% 60
2023
Q4 		$430K Hold
1,451
– – 0.42% 59
2023
Q3 		$375K Sell
1,451
-35
-2% -$9.98K 0.42% 58
2023
Q2 		$443K Sell
1,486
-10
-0.7% -$2.9K 0.46% 58
2023
Q1 		$418K Hold
1,496
– – 0.45% 62
2022
Q4 		$394K Hold
1,496
– – 0.4% 65
2022
Q3 		$345K Hold
1,496
– – 0.38% 66
2022
Q2 		$369K Sell
1,496
-6
-0.4% -$1.48K 0.37% 65
2022
Q1 		$371K Sell
1,502
-50
-3% -$12.5K 0.34% 67
2021
Q4 		$416K Buy
+1,552
New +$392K 0.38% 68

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
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
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

Insight Inv LLC's MCD Position: Q2 2026 in Review

Insight Inv LLC reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $3.15K and leaving 982 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #82.

Insight Inv LLC first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $449K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Insight Inv LLC held 982 shares of McDonald's worth $265K as of Q2 2026.
  • Insight Inv LLC sold 11 McDonald's shares in Q2 2026, an estimated $3.15K.
  • McDonald's made up 0.13% of Insight Inv LLC's portfolio in Q2 2026, its #82 holding.
  • Insight Inv LLC first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's McDonald's position peaked at $449K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.