Joel Isaacson & Co’s McDonald's MCD Stock Holding History

Joel Isaacson & Co’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	$3.65M	Buy	13,502 +212	+2%	+$60.8K	0.11%	92
2026 Q1	$4.13M	Sell	13,290 -27	-0.2%	-$8.6K	0.14%	72
2025 Q4	$4.07M	Sell	13,317 -74	-0.6%	-$22.7K	0.13%	74
2025 Q3	$4.07M	Buy	13,391 +3,966	+42%	+$1.21M	0.15%	70
2025 Q2	$2.75M	Sell	9,425 -88	-0.9%	-$27.1K	0.11%	86
2025 Q1	$2.97M	Sell	9,513 -49	-0.5%	-$14.7K	0.13%	70
2024 Q4	$2.77M	Buy	9,562 +572	+6%	+$171K	0.12%	76
2024 Q3	$2.74M	Sell	8,990 -501	-5%	-$138K	0.13%	73
2024 Q2	$2.42M	Sell	9,491 -560	-6%	-$149K	0.13%	74
2024 Q1	$2.83M	Sell	10,051 -441	-4%	-$128K	0.16%	65
2023 Q4	$3.11M	Buy	10,492 +40	+0.4%	+$10.9K	0.19%	51
2023 Q3	$2.75M	Buy	10,452 +2	+0%	+$570	0.19%	51
2023 Q2	$3.12M	Buy	10,450 +29	+0.3%	+$8.43K	0.21%	49
2023 Q1	$2.91M	Buy	10,421 +73	+0.7%	+$19.6K	0.21%	51
2022 Q4	$2.73M	Buy	10,348 +1,066	+11%	+$281K	0.21%	52
2022 Q3	$2.14M	Buy	9,282 +396	+4%	+$101K	0.19%	60
2022 Q2	$2.19M	Buy	8,886 +4	+0%	+$985	0.18%	57
2022 Q1	$2.23M	Buy	8,882 +2	+0%	+$498	0.16%	62
2021 Q4	$2.38M	Buy	8,880 +1	+0%	+$252	0.16%	60
2021 Q3	$2.14M	Buy	8,879 +2,290	+35%	+$547K	0.16%	62
2021 Q2	$1.52M	Buy	6,589 +1	+0%	+$233	0.12%	78
2021 Q1	$1.48M	Sell	6,588 -492	-7%	-$105K	0.13%	74
2020 Q4	$1.52M	Buy	7,080 +33	+0.5%	+$7.18K	0.15%	68
2020 Q3	$1.55M	Buy	7,047 +1,130	+19%	+$232K	0.2%	54
2020 Q2	$1.09M	Buy	5,917 +98	+2%	+$18K	0.16%	72
2020 Q1	$962K	Sell	5,819 -112	-2%	-$22.1K	0.17%	65
2019 Q4	$1.17M	Hold	5,931	–	–	0.15%	63
2019 Q3	$1.27M	Sell	5,931 -17	-0.3%	-$3.65K	0.18%	54
2019 Q2	$1.24M	Buy	5,948 +596	+11%	+$118K	0.18%	61
2019 Q1	$1.02M	Sell	5,352 -1,556	-23%	-$282K	0.15%	82
2018 Q4	$1.26M	Buy	6,908 +2,009	+41%	+$356K	0.2%	58
2018 Q3	$820K	Hold	4,899	–	–	0.13%	81
2018 Q2	$768K	Hold	4,899	–	–	0.13%	85
2018 Q1	$766K	Hold	4,899	–	–	0.13%	82
2017 Q4	$843K	Hold	4,899	–	–	0.15%	72
2017 Q3	$768K	Hold	4,899	–	–	0.14%	75
2017 Q2	$750K	Hold	4,899	–	–	0.14%	67
2017 Q1	$635K	Sell	4,899 -41	-0.8%	-$5.14K	0.12%	77
2016 Q4	$601K	Hold	4,940	–	–	0.12%	74
2016 Q3	$570K	Hold	4,940	–	–	0.12%	78
2016 Q2	$594K	Hold	4,940	–	–	0.13%	74
2016 Q1	$621K	Hold	4,940	–	–	0.14%	73
2015 Q4	$584K	Sell	4,940 -52	-1%	-$5.81K	0.14%	70
2015 Q3	$492K	Buy	4,992 +52	+1%	+$5.07K	0.13%	69
2015 Q2	$470K	Hold	4,940	–	–	0.12%	86
2015 Q1	$481K	Buy	4,940 +52	+1%	+$4.93K	0.12%	87
2014 Q4	$458K	Buy	4,888 +279	+6%	+$26.1K	0.12%	78
2014 Q3	$437K	Sell	4,609 -900	-16%	-$85.8K	0.13%	70
2014 Q2	$555K	Sell	5,509 -300	-5%	-$30.3K	0.17%	61
2014 Q1	$569K	Sell	5,809 -109	-2%	-$10.4K	0.19%	59
2013 Q4	$574K	Buy	5,918 +91	+2%	+$8.74K	0.21%	53
2013 Q3	$561K	Sell	5,827 -134	-2%	-$13.1K	0.23%	51
2013 Q2	$590K	Buy	+5,961	New	+$597K	0.28%	46

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Joel Isaacson & Co's MCD Position: Q2 2026 in Review

Joel Isaacson & Co increased its McDonald's (MCD) stake by 1.6% in Q2 2026, buying an estimated $60.8K and bringing the position to 13,502 shares worth $3.65M. The position accounts for 0.11% of the portfolio, ranked #92.

Joel Isaacson & Co first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.13M in Q1 2026. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Joel Isaacson & Co held 13,502 shares of McDonald's worth $3.65M as of Q2 2026.
Joel Isaacson & Co bought 212 McDonald's shares in Q2 2026, an estimated $60.8K.
McDonald's made up 0.11% of Joel Isaacson & Co's portfolio in Q2 2026, its #92 holding.
Joel Isaacson & Co first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Joel Isaacson & Co's McDonald's position peaked at $4.13M in Q1 2026.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.