Investment Partners Asset Management’s McDonald's MCD Stock Holding History

Investment Partners Asset 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	$410K	Sell	1,518 -50	-3%	-$14.3K	0.23%	117
2026 Q1	$487K	Buy	1,568 +5	+0.3%	+$1.59K	0.3%	92
2025 Q4	$478K	Buy	1,563 +6	+0.4%	+$1.84K	0.3%	94
2025 Q3	$473K	Buy	1,557 +4	+0.3%	+$1.22K	0.31%	99
2025 Q2	$454K	Buy	1,553 +45	+3%	+$13.9K	0.32%	98
2025 Q1	$471K	Hold	1,508	–	–	0.37%	83
2024 Q4	$437K	Buy	1,508 +8	+0.5%	+$2.39K	0.34%	90
2024 Q3	$457K	Buy	1,500 +44	+3%	+$12.1K	0.37%	85
2024 Q2	$371K	Buy	1,456 +254	+21%	+$67.4K	0.33%	91
2024 Q1	$339K	Buy	1,202 +95	+9%	+$27.6K	0.31%	100
2023 Q4	$328K	Buy	+1,107	New	+$301K	0.33%	91

Other funds holding MCD

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 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

Investment Partners Asset Management's MCD Position: Q2 2026 in Review

Investment Partners Asset Management reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $14.3K and leaving 1,518 shares worth $410K. The position accounts for 0.23% of the portfolio, ranked #117.

Investment Partners Asset Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Investment Partners Asset Management held 1,518 shares of McDonald's worth $410K as of Q2 2026.
Investment Partners Asset Management sold 50 McDonald's shares in Q2 2026, an estimated $14.3K.
McDonald's made up 0.23% of Investment Partners Asset Management's portfolio in Q2 2026, its #117 holding.
Investment Partners Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's McDonald's position peaked at $487K in Q1 2026.
1,195 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.