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Isthmus Partners’s McDonald's MCD Stock Holding History

Isthmus 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 		$11.9M Buy
44,182
+816
+2% +$234K 1.15% 34
2026
Q1 		$13.5M Buy
43,366
+1,539
+4% +$490K 1.41% 26
2025
Q4 		$12.8M Sell
41,827
-138
-0.3% -$42.3K 1.42% 26
2025
Q3 		$12.8M Buy
41,965
+382
+0.9% +$116K 2.83% 13
2025
Q2 		$12.1M Sell
41,583
-11,188
-21% -$3.45M 1.42% 32
2025
Q1 		$16.5M Buy
52,771
+291
+0.6% +$87K 2.06% 7
2024
Q4 		$15.2M Sell
52,480
-129
-0.2% -$38.5K 1.85% 11
2024
Q3 		$16M Buy
52,609
+1,114
+2% +$307K 1.9% 9
2024
Q2 		$13.1M Buy
51,495
+201
+0.4% +$53.3K 1.55% 17
2024
Q1 		$14.5M Buy
51,294
+9,305
+22% +$2.71M 1.64% 16
2023
Q4 		$12.5M Buy
+41,989
New +$11.4M 1.62% 19
2021
Q3 		– Sell
-200
Closed -$46K – 215
2021
Q2 		$46K Buy
+200
New +$46.5K 0.01% 199
2019
Q2 		– Sell
-1,415
Closed -$213K – 179
2019
Q1 		$213K Buy
+1,415
New +$257K 0.05% 133
2018
Q4 		– Sell
-714
Closed -$119K – 223
2018
Q3 		$119K Sell
714
-269
-27% -$43.1K 0.03% 144
2018
Q2 		$154K Hold
983
– – 0.04% 129
2018
Q1 		$154K Hold
983
– – 0.04% 132
2017
Q4 		$169K Sell
983
-150
-13% -$25.2K 0.05% 130
2017
Q3 		$178K Sell
1,133
-100
-8% -$15.7K 0.05% 130
2017
Q2 		$189K Hold
1,233
– – 0.06% 131
2017
Q1 		$160K Hold
1,233
– – 0.05% 140
2016
Q4 		$150K Buy
1,233
+369
+43% +$43.3K 0.05% 143
2016
Q3 		$99K Sell
864
-400
-32% -$47.4K 0.03% 151
2016
Q2 		$152K Hold
1,264
– – 0.05% 132
2016
Q1 		$159K Hold
1,264
– – 0.05% 132
2015
Q4 		$149K Hold
1,264
– – 0.05% 136
2015
Q3 		$125K Sell
1,264
-100
-7% -$9.74K 0.05% 142
2015
Q2 		$130K Hold
1,364
– – 0.04% 142
2015
Q1 		$133K Hold
1,364
– – 0.05% 138
2014
Q4 		$128K Buy
+1,364
New +$128K 0.04% 145

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

Isthmus Partners's MCD Position: Q2 2026 in Review

Isthmus Partners increased its McDonald's (MCD) stake by 1.9% in Q2 2026, buying an estimated $234K and bringing the position to 44,182 shares worth $11.9M. The position accounts for 1.15% of the portfolio, ranked #34.

Isthmus Partners first reported a position in MCD in Q4 2014 and has held it in 29 quarters since. The position peaked at $16.5M in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Isthmus Partners held 44,182 shares of McDonald's worth $11.9M as of Q2 2026.
  • Isthmus Partners bought 816 McDonald's shares in Q2 2026, an estimated $234K.
  • McDonald's made up 1.15% of Isthmus Partners's portfolio in Q2 2026, its #34 holding.
  • Isthmus Partners first reported a position in McDonald's in Q4 2014 and has held it in 29 quarters since.
  • Isthmus Partners's McDonald's position peaked at $16.5M in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.