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Laffer Tengler Investments’s McDonald's MCD Stock Holding History

Laffer Tengler Investments’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 		$8.62M Buy
31,896
+5,120
+19% +$1.47M 1.1% 29
2026
Q1 		$8.32M Buy
26,776
+1,890
+8% +$602K 1.23% 25
2025
Q4 		$7.61M Buy
24,886
+1,641
+7% +$503K 1.16% 30
2025
Q3 		$7.06M Buy
23,245
+2,945
+15% +$896K 1.12% 29
2025
Q2 		$5.93M Sell
20,300
-7,496
-27% -$2.31M 1.06% 30
2025
Q1 		$8.68M Sell
27,796
-2,236
-7% -$669K 1.85% 14
2024
Q4 		$8.71M Buy
30,032
+4,352
+17% +$1.3M 1.71% 18
2024
Q3 		$7.82M Sell
25,680
-437
-2% -$120K 1.58% 18
2024
Q2 		$6.66M Buy
26,117
+1,156
+5% +$307K 1.43% 21
2024
Q1 		$7.04M Sell
24,961
-1,780
-7% -$518K 1.82% 14
2023
Q4 		$7.93M Buy
26,741
+1,291
+5% +$351K 2.11% 6
2023
Q3 		$6.7M Buy
25,450
+9,278
+57% +$2.65M 1.97% 6
2023
Q2 		$4.83M Sell
16,172
-705
-4% -$205K 1.28% 18
2023
Q1 		$4.72M Buy
16,877
+854
+5% +$229K 1.28% 17
2022
Q4 		$4.22M Buy
16,023
+2,441
+18% +$644K 1.22% 19
2022
Q3 		$3.13M Buy
13,582
+1,427
+12% +$365K 1.15% 15
2022
Q2 		$3M Buy
12,155
+232
+2% +$57.1K 1.05% 26
2022
Q1 		$2.95M Buy
11,923
+890
+8% +$222K 0.89% 40
2021
Q4 		$2.96M Sell
11,033
-27
-0.2% -$6.82K 0.85% 40
2021
Q3 		$2.67M Buy
11,060
+3,023
+38% +$722K 0.77% 42
2021
Q2 		$1.86M Sell
8,037
-831
-9% -$193K 0.7% 60
2021
Q1 		$1.99M Buy
8,868
+209
+2% +$44.7K 0.75% 57
2020
Q4 		$1.83M Sell
8,659
-269
-3% -$58.5K 0.77% 56
2020
Q3 		$1.96M Buy
8,928
+79
+0.9% +$16.2K 0.98% 46
2020
Q2 		$1.63M Buy
8,849
+416
+5% +$76.3K 0.94% 45
2020
Q1 		$1.39M Buy
8,433
+4,060
+93% +$800K 1.09% 39
2019
Q4 		$864K Buy
4,373
+4,346
+16,096% +$862K 0.58% 59
2019
Q3 		$5.8K Buy
+27
New +$5.79K ﹤0.01% 106
2016
Q4 		– Sell
-21,666
Closed -$2.5M – 261
2016
Q3 		$2.5M Hold
21,666
– – 0.69% 38
2016
Q2 		$2.61M Sell
21,666
-11,248
-34% -$1.41M 0.74% 36
2016
Q1 		$4.14M Buy
+32,914
New +$3.93M 1.12% 14
2015
Q4 		– Hold
0
– – – 17
2015
Q3 		– Sell
-32,914
Closed -$3.21M – 19
2015
Q2 		$3.13M Buy
+32,914
New +$3.18M 0.76% 25
2014
Q4 		– Hold
0
– – – 208
2014
Q2 		– Sell
-706
Closed -$69.2K – 214
2014
Q1 		$69.2K Buy
706
+163
+30% +$15.6K 0.01% 198
2013
Q4 		$52.7K Buy
+543
New +$52.2K 0.01% 193
2013
Q3 		– Sell
-83,856
Closed -$8.19M – 20
2013
Q2 		$8.3M Buy
+83,856
New +$8.4M 1.63% 6

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

Laffer Tengler Investments's MCD Position: Q2 2026 in Review

Laffer Tengler Investments increased its McDonald's (MCD) stake by 19% in Q2 2026, buying an estimated $1.47M and bringing the position to 31,896 shares worth $8.62M. The position accounts for 1.1% of the portfolio, ranked #29.

Laffer Tengler Investments first reported a position in MCD in Q2 2013 and has held it in 35 quarters since. The position peaked at $8.71M in Q4 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Laffer Tengler Investments held 31,896 shares of McDonald's worth $8.62M as of Q2 2026.
  • Laffer Tengler Investments bought 5,120 McDonald's shares in Q2 2026, an estimated $1.47M.
  • McDonald's made up 1.1% of Laffer Tengler Investments's portfolio in Q2 2026, its #29 holding.
  • Laffer Tengler Investments first reported a position in McDonald's in Q2 2013 and has held it in 35 quarters since.
  • Laffer Tengler Investments's McDonald's position peaked at $8.71M in Q4 2024.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.