Lee, Danner & Bass’s McDonald's MCD Stock Holding History

Lee, Danner & Bass’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	$3.66M	Sell	13,554 -47	-0.3%	-$13.5K	0.21%	94
2026 Q1	$4.23M	Buy	13,601 +228	+2%	+$72.6K	0.27%	81
2025 Q4	$4.09M	Sell	13,373 -100	-0.7%	-$30.6K	0.29%	72
2025 Q3	$4.09M	Sell	13,473 -364	-3%	-$111K	0.3%	74
2025 Q2	$4.04M	Buy	13,837 +214	+2%	+$66K	0.31%	73
2025 Q1	$4.26M	Sell	13,623 -184	-1%	-$55K	0.34%	66
2024 Q4	$4M	Buy	13,807 +270	+2%	+$80.5K	0.32%	69
2024 Q3	$4.12M	Sell	13,537 -913	-6%	-$252K	0.29%	68
2024 Q2	$3.68M	Buy	+14,450	New	+$3.83M	0.28%	71
2023 Q4	$4.42M	Buy	14,912 +169	+1%	+$46K	0.38%	58
2023 Q3	$3.88M	Sell	14,743 -3,321	-18%	-$947K	0.35%	62
2023 Q2	$5.39M	Sell	18,064 -409	-2%	-$119K	0.46%	51
2023 Q1	$5.17M	Buy	18,473 +275	+2%	+$73.7K	0.48%	51
2022 Q4	$4.8M	Buy	18,198 +1,160	+7%	+$306K	0.45%	58
2022 Q3	$3.93M	Sell	17,038 -235	-1%	-$60.1K	0.42%	60
2022 Q2	$4.26M	Sell	17,273 -253	-1%	-$62.3K	0.43%	59
2022 Q1	$4.33M	Sell	17,526 -453	-3%	-$113K	0.37%	63
2021 Q4	$4.82M	Sell	17,979 -240	-1%	-$60.6K	0.41%	60
2021 Q3	$4.39M	Sell	18,219 -500	-3%	-$119K	0.41%	60
2021 Q2	$4.32M	Sell	18,719 -75	-0.4%	-$17.5K	0.39%	62
2021 Q1	$4.21M	Sell	18,794 -300	-2%	-$64.2K	0.41%	64
2020 Q4	$4.1M	Sell	19,094 -375	-2%	-$81.5K	0.44%	60
2020 Q3	$4.27M	Sell	19,469 -400	-2%	-$82.1K	0.51%	51
2020 Q2	$3.67M	Sell	19,869 -450	-2%	-$82.5K	0.47%	53
2020 Q1	$3.36M	Buy	20,319 +155	+0.8%	+$30.5K	0.48%	54
2019 Q4	$3.98M	Sell	20,164 -1,399	-6%	-$278K	0.42%	63
2019 Q3	$4.63M	Sell	21,563 -621	-3%	-$133K	0.5%	53
2019 Q2	$4.61M	Sell	22,184 -450	-2%	-$89.1K	0.49%	53
2019 Q1	$4.3M	Sell	22,634 -1,665	-7%	-$302K	0.47%	55
2018 Q4	$4.32M	Buy	24,299 +391	+2%	+$69.3K	0.51%	54
2018 Q3	$4M	Sell	23,908 -863	-3%	-$138K	0.4%	61
2018 Q2	$3.88M	Sell	24,771 -110	-0.4%	-$17.8K	0.41%	60
2018 Q1	$3.89M	Sell	24,881 -50	-0.2%	-$8.23K	0.41%	58
2017 Q4	$4.29M	Sell	24,931 -150	-0.6%	-$25.2K	0.44%	57
2017 Q3	$3.93M	Sell	25,081 -268	-1%	-$42K	0.42%	58
2017 Q2	$3.88M	Sell	25,349 -939	-4%	-$136K	0.44%	58
2017 Q1	$3.41M	Sell	26,288 -212	-0.8%	-$26.6K	0.38%	58
2016 Q4	$3.23M	Sell	26,500 -305	-1%	-$35.8K	0.38%	61
2016 Q3	$3.09M	Sell	26,805 -975	-4%	-$116K	0.38%	60
2016 Q2	$3.34M	Buy	27,780 +1,475	+6%	+$185K	0.4%	59
2016 Q1	$3.36M	Sell	26,305 -866	-3%	-$103K	0.41%	58
2015 Q4	$3.21M	Sell	27,171 -567	-2%	-$63.4K	0.42%	60
2015 Q3	$2.73M	Sell	27,738 -10,817	-28%	-$1.05M	0.36%	62
2015 Q2	$3.67M	Buy	38,555 +10,330	+37%	+$999K	0.44%	54
2015 Q1	$2.75M	Buy	28,225 +110	+0.4%	+$10.4K	0.32%	65
2014 Q4	$2.63M	Sell	28,115 -1,515	-5%	-$142K	0.31%	63
2014 Q3	$2.81M	Sell	29,630 -2,776	-9%	-$265K	0.35%	61
2014 Q2	$3.27M	Sell	32,406 -468	-1%	-$47.2K	0.4%	56
2014 Q1	$3.22M	Buy	32,874 +400	+1%	+$38.2K	0.42%	54
2013 Q4	$3.15M	Buy	32,474 +3,033	+10%	+$291K	0.42%	52
2013 Q3	$2.83M	Buy	29,441 +225	+0.8%	+$22K	0.39%	56
2013 Q2	$2.89M	Buy	+29,216	New	+$2.93M	0.42%	56

Other funds holding MCD

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Lee, Danner & Bass's MCD Position: Q2 2026 in Review

Lee, Danner & Bass reduced its McDonald's (MCD) stake by 0.35% in Q2 2026, selling an estimated $13.5K and leaving 13,554 shares worth $3.66M. The position accounts for 0.21% of the portfolio, ranked #94.

Lee, Danner & Bass first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.39M in Q2 2023. 1,419 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lee, Danner & Bass held 13,554 shares of McDonald's worth $3.66M as of Q2 2026.
Lee, Danner & Bass sold 47 McDonald's shares in Q2 2026, an estimated $13.5K.
McDonald's made up 0.21% of Lee, Danner & Bass's portfolio in Q2 2026, its #94 holding.
Lee, Danner & Bass first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Lee, Danner & Bass's McDonald's position peaked at $5.39M in Q2 2023.
1,419 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.