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Latitude Advisors’s McDonald's MCD Stock Holding History

Latitude Advisors’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 		$428K Sell
1,582
-91
-5% -$26.1K 0.17% 139
2026
Q1 		$520K Buy
1,673
+5
+0.3% +$1.59K 0.24% 101
2025
Q4 		$510K Buy
1,668
+5
+0.3% +$1.53K 0.22% 101
2025
Q3 		$505K Sell
1,663
-99
-6% -$30.1K 0.23% 95
2025
Q2 		$515K Buy
1,762
+5
+0.3% +$1.54K 0.26% 87
2025
Q1 		$549K Sell
1,757
-214
-11% -$64K 0.32% 77
2024
Q4 		$571K Sell
1,971
-637
-24% -$190K 0.32% 76
2024
Q3 		$794K Buy
2,608
+33
+1% +$9.1K 0.45% 57
2024
Q2 		$656K Sell
2,575
-30
-1% -$7.96K 0.4% 55
2024
Q1 		$734K Buy
2,605
+2
+0.1% +$582 0.46% 43
2023
Q4 		$772K Sell
2,603
-19
-0.7% -$5.17K 0.54% 38
2023
Q3 		$691K Buy
2,622
+56
+2% +$16K 0.49% 40
2023
Q2 		$766K Buy
2,566
+685
+36% +$199K 0.53% 34
2023
Q1 		$526K Buy
1,881
+809
+75% +$217K 0.38% 62
2022
Q4 		$282K Sell
1,072
-24
-2% -$6.33K 0.21% 116
2022
Q3 		$253K Buy
1,096
+45
+4% +$11.5K 0.21% 113
2022
Q2 		$259K Sell
1,051
-2,231
-68% -$549K 0.24% 107
2022
Q1 		$811K Buy
3,282
+2,386
+266% +$594K 0.18% 115
2021
Q4 		$240K Buy
+896
New +$226K 0.07% 257
2021
Q2 		– Sell
-903
Closed -$202K – 174
2021
Q1 		$202K Sell
903
-830
-48% -$178K 0.17% 157
2020
Q4 		$372K Buy
+1,733
New +$377K 0.33% 76

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Latitude Advisors's MCD Position: Q2 2026 in Review

Latitude Advisors reduced its McDonald's (MCD) stake by 5.4% in Q2 2026, selling an estimated $26.1K and leaving 1,582 shares worth $428K. The position accounts for 0.17% of the portfolio, ranked #139.

Latitude Advisors first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $811K in Q1 2022. 1,604 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Latitude Advisors held 1,582 shares of McDonald's worth $428K as of Q2 2026.
  • Latitude Advisors sold 91 McDonald's shares in Q2 2026, an estimated $26.1K.
  • McDonald's made up 0.17% of Latitude Advisors's portfolio in Q2 2026, its #139 holding.
  • Latitude Advisors first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Latitude Advisors's McDonald's position peaked at $811K in Q1 2022.
  • 1,604 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.