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Investment House LLC’s McDonald's MCD Stock Holding History

Investment House 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 		$2.82M Hold
10,442
– – 0.13% 107
2026
Q1 		$3.25M Sell
10,442
-150
-1% -$47.8K 0.17% 100
2025
Q4 		$3.24M Sell
10,592
-1,723
-14% -$528K 0.15% 99
2025
Q3 		$3.74M Sell
12,315
-2,421
-16% -$737K 0.18% 94
2025
Q2 		$4.31M Sell
14,736
-157
-1% -$48.4K 0.22% 84
2025
Q1 		$4.65M Hold
14,893
– – 0.26% 78
2024
Q4 		$4.32M Sell
14,893
-150
-1% -$44.7K 0.23% 81
2024
Q3 		$4.58M Buy
15,043
+510
+4% +$141K 0.25% 81
2024
Q2 		$3.7M Buy
14,533
+4,250
+41% +$1.13M 0.21% 80
2024
Q1 		$2.9M Buy
10,283
+4,000
+64% +$1.16M 0.17% 89
2023
Q4 		$1.86M Sell
6,283
-30
-0.5% -$8.16K 0.13% 95
2023
Q3 		$1.66M Hold
6,313
– – 0.13% 94
2023
Q2 		$1.88M Sell
6,313
-10
-0.2% -$2.9K 0.14% 93
2023
Q1 		$1.77M Buy
6,323
+133
+2% +$35.6K 0.15% 88
2022
Q4 		$1.63M Sell
6,190
-85
-1% -$22.4K 0.15% 80
2022
Q3 		$1.45M Buy
6,275
+150
+2% +$38.3K 0.14% 88
2022
Q2 		$1.51M Sell
6,125
-135
-2% -$33.2K 0.13% 87
2022
Q1 		$1.55M Sell
6,260
-30
-0.5% -$7.47K 0.11% 91
2021
Q4 		$1.69M Hold
6,290
– – 0.11% 93
2021
Q3 		$1.52M Hold
6,290
– – 0.11% 95
2021
Q2 		$1.45M Hold
6,290
– – 0.1% 106
2021
Q1 		$1.41M Sell
6,290
-8,300
-57% -$1.78M 0.11% 101
2020
Q4 		$3.13M Hold
14,590
– – 0.22% 84
2020
Q3 		$3.2M Buy
14,590
+20
+0.1% +$4.11K 0.25% 73
2020
Q2 		$2.69M Sell
14,570
-135
-0.9% -$24.8K 0.24% 77
2020
Q1 		$2.43M Sell
14,705
-678
-4% -$134K 0.28% 73
2019
Q4 		$3.04M Sell
15,383
-100
-0.6% -$19.8K 0.28% 74
2019
Q3 		$3.32M Hold
15,483
– – 0.34% 71
2019
Q2 		$3.21M Hold
15,483
– – 0.34% 70
2019
Q1 		$2.94M Sell
15,483
-25
-0.2% -$4.54K 0.32% 73
2018
Q4 		$2.75M Sell
15,508
-50
-0.3% -$8.87K 0.34% 74
2018
Q3 		$2.6M Hold
15,558
– – 0.28% 78
2018
Q2 		$2.44M Buy
15,558
+20
+0.1% +$3.24K 0.28% 82
2018
Q1 		$2.43M Sell
15,538
-50
-0.3% -$8.23K 0.3% 82
2017
Q4 		$2.68M Sell
15,588
-50
-0.3% -$8.4K 0.33% 78
2017
Q3 		$2.45M Hold
15,638
– – 0.32% 81
2017
Q2 		$2.4M Sell
15,638
-15
-0.1% -$2.17K 0.32% 78
2017
Q1 		$2.03M Sell
15,653
-75
-0.5% -$9.41K 0.29% 87
2016
Q4 		$1.91M Sell
15,728
-32
-0.2% -$3.75K 0.29% 84
2016
Q3 		$1.82M Hold
15,760
– – 0.27% 89
2016
Q2 		$1.9M Sell
15,760
-268
-2% -$33.6K 0.3% 84
2016
Q1 		$2.01M Sell
16,028
-300
-2% -$35.9K 0.32% 85
2015
Q4 		$1.93M Buy
16,328
+50
+0.3% +$5.59K 0.31% 88
2015
Q3 		$1.6M Hold
16,278
– – 0.28% 91
2015
Q2 		$1.55M Sell
16,278
-1,110
-6% -$107K 0.25% 94
2015
Q1 		$1.69M Hold
17,388
– – 0.27% 92
2014
Q4 		$1.63M Sell
17,388
-2,050
-11% -$192K 0.26% 94
2014
Q3 		$1.84M Sell
19,438
-4,052
-17% -$386K 0.31% 85
2014
Q2 		$2.37M Sell
23,490
-150
-0.6% -$15.1K 0.41% 75
2014
Q1 		$2.32M Sell
23,640
-200
-0.8% -$19.1K 0.41% 74
2013
Q4 		$2.31M Buy
23,840
+30
+0.1% +$2.88K 0.42% 72
2013
Q3 		$2.29M Sell
23,810
-225
-0.9% -$22K 0.46% 71
2013
Q2 		$2.38M Buy
+24,035
New +$2.41M 0.52% 68

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment House LLC's MCD Position: Q2 2026 in Review

Investment House LLC held its McDonald's (MCD) position steady in Q2 2026 at 10,442 shares worth $2.82M. The position accounts for 0.13% of the portfolio, ranked #107.

Investment House LLC first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.65M in Q1 2025. 1,674 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Investment House LLC held 10,442 shares of McDonald's worth $2.82M as of Q2 2026.
  • Investment House LLC left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.13% of Investment House LLC's portfolio in Q2 2026, its #107 holding.
  • Investment House LLC first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's McDonald's position peaked at $4.65M in Q1 2025.
  • 1,674 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.