Isthmus Partners’s McDonald's MCD Stock Holding History
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
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. 3,463 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.
- 3,463 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.