Jacobi Capital Management’s McDonald's MCD Stock Holding History

Jacobi Capital 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	$4.81M	Buy	17,801 +3,345	+23%	+$959K	0.24%	75
2026 Q1	$4.49M	Buy	14,456 +63	+0.4%	+$20.1K	0.25%	73
2025 Q4	$4.4M	Sell	14,393 -85	-0.6%	-$26K	0.26%	70
2025 Q3	$4.4M	Buy	14,478 +734	+5%	+$223K	0.27%	68
2025 Q2	$4.02M	Sell	13,744 -1,052	-7%	-$324K	0.27%	68
2025 Q1	$4.62M	Buy	14,796 +45	+0.3%	+$13.5K	0.34%	54
2024 Q4	$4.28M	Sell	14,751 -151	-1%	-$45K	0.32%	58
2024 Q3	$4.54M	Buy	14,902 +1,688	+13%	+$465K	0.34%	52
2024 Q2	$3.37M	Buy	13,214 +501	+4%	+$133K	0.29%	63
2024 Q1	$3.58M	Sell	12,713 -69	-0.5%	-$20.1K	0.33%	51
2023 Q4	$3.79M	Buy	12,782 +208	+2%	+$56.6K	0.39%	42
2023 Q3	$3.31M	Buy	12,574 +49	+0.4%	+$14K	0.37%	44
2023 Q2	$3.74M	Sell	12,525 -553	-4%	-$161K	0.42%	43
2023 Q1	$3.66M	Buy	13,078 +741	+6%	+$199K	0.43%	43
2022 Q4	$3.25M	Buy	12,337 +109	+0.9%	+$28.8K	0.41%	44
2022 Q3	$2.82M	Sell	12,228 -203	-2%	-$51.9K	0.39%	48
2022 Q2	$3.07M	Buy	12,431 +208	+2%	+$51.2K	0.41%	41
2022 Q1	$3.02M	Buy	12,223 +187	+2%	+$46.6K	0.36%	48
2021 Q4	$3.23M	Sell	12,036 -195	-2%	-$49.2K	0.38%	43
2021 Q3	$2.95M	Buy	12,231 +154	+1%	+$36.8K	0.38%	44
2021 Q2	$2.79M	Buy	12,077 +57	+0.5%	+$13.3K	0.37%	43
2021 Q1	$2.69M	Sell	12,020 -139	-1%	-$29.7K	0.4%	43
2020 Q4	$2.61M	Sell	12,159 -411	-3%	-$89.4K	0.41%	41
2020 Q3	$2.78M	Sell	12,570 -38	-0.3%	-$7.8K	0.49%	32
2020 Q2	$2.35M	Buy	12,608 +278	+2%	+$51K	0.44%	42
2020 Q1	$2.08M	Sell	12,330 -357	-3%	-$70.3K	0.45%	41
2019 Q4	$2.54M	Sell	12,687 -297	-2%	-$58.9K	0.46%	39
2019 Q3	$2.74M	Buy	12,984 +386	+3%	+$82.8K	0.54%	34
2019 Q2	$2.63M	Buy	12,598 +2,531	+25%	+$501K	0.53%	34
2019 Q1	$1.91M	Sell	10,067 -185	-2%	-$33.6K	0.49%	35
2018 Q4	$1.82M	Sell	10,252 -387	-4%	-$68.6K	0.5%	35
2018 Q3	$1.78M	Buy	10,639 +333	+3%	+$53.4K	0.48%	34
2018 Q2	$1.61M	Buy	10,306 +534	+5%	+$86.6K	0.47%	36
2018 Q1	$1.54M	Buy	9,772 +770	+9%	+$127K	0.46%	34
2017 Q4	$1.57M	Buy	9,002 +306	+4%	+$51.4K	0.51%	35
2017 Q3	$1.39M	Buy	8,696 +286	+3%	+$44.8K	0.47%	35
2017 Q2	$1.31M	Sell	8,410 -200	-2%	-$28.9K	0.51%	34
2017 Q1	$1.12M	Buy	8,610 +2,040	+31%	+$256K	0.57%	36
2016 Q4	$794K	Sell	6,570 -1,940	-23%	-$227K	0.48%	38
2016 Q3	$966K	Buy	8,510 +40	+0.5%	+$4.74K	0.46%	36
2016 Q2	$1.02M	Buy	+8,470	New	+$1.06M	0.51%	33

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jacobi Capital Management's MCD Position: Q2 2026 in Review

Jacobi Capital Management increased its McDonald's (MCD) stake by 23% in Q2 2026, buying an estimated $959K and bringing the position to 17,801 shares worth $4.81M. The position accounts for 0.24% of the portfolio, ranked #75.

Jacobi Capital Management first reported a position in MCD in Q2 2016 and has held it in 41 quarters since. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Jacobi Capital Management held 17,801 shares of McDonald's worth $4.81M as of Q2 2026.
Jacobi Capital Management bought 3,345 McDonald's shares in Q2 2026, an estimated $959K.
McDonald's made up 0.24% of Jacobi Capital Management's portfolio in Q2 2026, its #75 holding.
Jacobi Capital Management first reported a position in McDonald's in Q2 2016 and has held it in 41 quarters since.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.