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Kohmann Bosshard Financial Services’s McDonald's MCD Stock Holding History

Kohmann Bosshard Financial Services’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 		$355K Hold
1,315
– – 0.03% 158
2026
Q1 		$409K Hold
1,315
– – 0.04% 135
2025
Q4 		$402K Sell
1,315
-157
-11% -$48.1K 0.04% 175
2025
Q3 		$447K Buy
1,472
+35
+2% +$10.7K 0.05% 140
2025
Q2 		$420K Hold
1,437
– – 0.05% 127
2025
Q1 		$449K Sell
1,437
-2
-0.1% -$598 0.05% 126
2024
Q4 		$417K Buy
1,439
+2
+0.1% +$596 0.05% 127
2024
Q3 		$438K Hold
1,437
– – 0.05% 124
2024
Q2 		$366K Hold
1,437
– – 0.05% 136
2024
Q1 		$405K Buy
1,437
+282
+24% +$82K 0.06% 130
2023
Q4 		$342K Buy
1,155
+30
+3% +$8.16K 0.05% 134
2023
Q3 		$296K Hold
1,125
– – 0.05% 135
2023
Q2 		$336K Buy
1,125
+215
+24% +$62.5K 0.06% 127
2023
Q1 		$254K Hold
910
– – 0.05% 129
2022
Q4 		$240K Buy
+910
New +$240K 0.05% 133
2022
Q2 		– Sell
-810
Closed -$200K – 146
2022
Q1 		$200K Sell
810
-2
-0.2% -$498 0.04% 135
2021
Q4 		$218K Buy
+812
New +$205K 0.04% 105
2020
Q3 		– Sell
-573
Closed -$106K – 114
2020
Q2 		$106K Buy
+573
New +$105K 0.04% 121

Other funds holding MCD

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Kohmann Bosshard Financial Services's MCD Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its McDonald's (MCD) position steady in Q2 2026 at 1,315 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #158.

Kohmann Bosshard Financial Services first reported a position in MCD in Q2 2020 and has held it in 18 quarters since. The position peaked at $449K in Q1 2025. 1,262 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,315 shares of McDonald's worth $355K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #158 holding.
  • Kohmann Bosshard Financial Services first reported a position in McDonald's in Q2 2020 and has held it in 18 quarters since.
  • Kohmann Bosshard Financial Services's McDonald's position peaked at $449K in Q1 2025.
  • 1,262 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.