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Lederer & Associates Investment Counsel’s McDonald's MCD Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.66M Buy
+6,128
New +$1.76M 1.09% 32
2025
Q1 		– Sell
-3,556
Closed -$1.03M – 87
2024
Q4 		$1.03M Sell
3,556
-3,419
-49% -$1.02M 0.72% 48
2024
Q3 		$2.12M Sell
6,975
-285
-4% -$78.6K 1.49% 20
2024
Q2 		$1.85M Sell
7,260
-600
-8% -$159K 1.34% 23
2024
Q1 		$2.22M Sell
7,860
-246
-3% -$71.5K 1.54% 18
2023
Q4 		$2.4M Sell
8,106
-40
-0.5% -$10.9K 1.78% 14
2023
Q3 		$2.15M Sell
8,146
-91
-1% -$26K 1.71% 14
2023
Q2 		$2.46M Sell
8,237
-200
-2% -$58.1K 1.85% 12
2023
Q1 		$2.36M Sell
8,437
-25
-0.3% -$6.7K 1.82% 12
2022
Q4 		$2.23M Sell
8,462
-351
-4% -$92.6K 1.82% 17
2022
Q3 		$2.03M Sell
8,813
-152
-2% -$38.9K 1.72% 16
2022
Q2 		$2.21M Sell
8,965
-1,237
-12% -$305K 1.71% 15
2022
Q1 		$2.52M Sell
10,202
-192
-2% -$47.8K 1.55% 21
2021
Q4 		$2.79M Sell
10,394
-59
-0.6% -$14.9K 1.62% 17
2021
Q3 		$2.52M Sell
10,453
-1,307
-11% -$312K 1.63% 20
2021
Q2 		$2.72M Sell
11,760
-324
-3% -$75.4K 1.81% 16
2021
Q1 		$2.71M Buy
12,084
+430
+4% +$92K 1.91% 15
2020
Q4 		$2.5M Sell
11,654
-43
-0.4% -$9.35K 1.92% 15
2020
Q3 		$2.57M Buy
11,697
+250
+2% +$51.3K 2.14% 11
2020
Q2 		$2.11M Sell
11,447
-1,287
-10% -$236K 1.97% 15
2020
Q1 		$2.11M Buy
12,734
+2,294
+22% +$452K 2.38% 10
2019
Q4 		$2.06M Buy
+10,440
New +$2.07M 1.79% 18
2015
Q3 		$1.34M Sell
13,645
-150
-1% -$14.6K 1.5% 37
2015
Q2 		$1.31M Hold
13,795
– – 1.35% 43
2015
Q1 		$1.34M Sell
13,795
-2,445
-15% -$232K 1.31% 45
2014
Q4 		$1.52M Buy
+16,240
New +$1.52M 1.51% 40

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lederer & Associates Investment Counsel's MCD Position: Q2 2026 in Review

Lederer & Associates Investment Counsel opened a new position in McDonald's (MCD) in Q2 2026: 6,128 shares worth $1.66M. The stake represents 1.09% of the portfolio and ranks #32 among its holdings. This is a return to the name: Lederer & Associates Investment Counsel previously reported a position in MCD as recently as Q4 2024.

Lederer & Associates Investment Counsel first reported a position in MCD in Q4 2014 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2021. 1,513 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lederer & Associates Investment Counsel held 6,128 shares of McDonald's worth $1.66M as of Q2 2026.
  • McDonald's was a new Lederer & Associates Investment Counsel position in Q2 2026.
  • McDonald's made up 1.09% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #32 holding.
  • Lederer & Associates Investment Counsel first reported a position in McDonald's in Q4 2014 and has held it in 26 quarters since.
  • Lederer & Associates Investment Counsel's McDonald's position peaked at $2.79M in Q4 2021.
  • 1,513 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.