Loring Wolcott & Coolidge Fiduciary Advisors’s McDonald's MCD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$28.4M	Sell	104,968 -1,093	-1%	-$313K	0.28%	54
2026 Q1	$32.4M	Sell	106,061 -4,499	-4%	-$1.43M	0.32%	52
2025 Q4	$34.7M	Sell	110,560 -4,488	-4%	-$1.37M	0.31%	54
2025 Q3	$35.3M	Sell	115,048 -4,093	-3%	-$1.25M	0.31%	52
2025 Q2	$34.8M	Sell	119,141 -891	-0.7%	-$275K	0.31%	51
2025 Q1	$38.2M	Sell	120,032 -1,546	-1%	-$462K	0.37%	48
2024 Q4	$35.6M	Buy	121,578 +1,447	+1%	+$431K	0.31%	54
2024 Q3	$36.2M	Buy	120,131 +116	+0.1%	+$32K	0.32%	54
2024 Q2	$30.9M	Buy	120,015 +409	+0.3%	+$109K	0.28%	56
2024 Q1	$33M	Buy	119,606 +669	+0.6%	+$195K	0.33%	54
2023 Q4	$34.8M	Sell	118,937 -507	-0.4%	-$138K	0.34%	53
2023 Q3	$31.9M	Sell	119,444 -53	-0%	-$15.1K	0.36%	51
2023 Q2	$35.7M	Sell	119,497 -1,202	-1%	-$349K	0.38%	50
2023 Q1	$33.7M	Sell	120,699 -817	-0.7%	-$219K	0.39%	50
2022 Q4	$32M	Sell	121,516 -819	-0.7%	-$216K	0.4%	50
2022 Q3	$28.2M	Sell	122,335 -2,096	-2%	-$536K	0.37%	52
2022 Q2	$30.7M	Sell	124,431 -2,293	-2%	-$565K	0.38%	53
2022 Q1	$31.3M	Sell	126,724 -2,151	-2%	-$536K	0.32%	54
2021 Q4	$34.5M	Sell	128,875 -1,795	-1%	-$453K	0.32%	51
2021 Q3	$31.5M	Sell	130,670 -674	-0.5%	-$161K	0.31%	53
2021 Q2	$30.3M	Sell	131,344 -1,882	-1%	-$438K	0.31%	54
2021 Q1	$29.9M	Sell	133,226 -6,896	-5%	-$1.47M	0.33%	52
2020 Q4	$30.1M	Buy	140,122 +1,179	+0.8%	+$256K	0.34%	53
2020 Q3	$30.5M	Sell	138,943 -1,651	-1%	-$339K	0.38%	51
2020 Q2	$25.9M	Sell	140,594 -1,201	-0.8%	-$220K	0.36%	53
2020 Q1	$23.4M	Buy	141,795 +1,835	+1%	+$362K	0.39%	46
2019 Q4	$27.7M	Sell	139,960 -3,612	-3%	-$716K	0.37%	54
2019 Q3	$30.8M	Sell	143,572 -1,674	-1%	-$359K	0.45%	48
2019 Q2	$30.2M	Sell	145,246 -1,063	-0.7%	-$211K	0.44%	49
2019 Q1	$27.8M	Sell	146,309 -5,643	-4%	-$1.02M	0.42%	53
2018 Q4	$27M	Sell	151,952 -977	-0.6%	-$173K	0.49%	50
2018 Q3	$25.6M	Sell	152,929 -1,373	-0.9%	-$220K	0.41%	56
2018 Q2	$24.2M	Sell	154,302 -3,038	-2%	-$493K	0.42%	54
2018 Q1	$24.6M	Sell	157,340 -1,701	-1%	-$280K	0.45%	54
2017 Q4	$27.4M	Sell	159,041 -1,356	-0.8%	-$228K	0.5%	47
2017 Q3	$25.1M	Sell	160,397 -1,278	-0.8%	-$200K	0.49%	48
2017 Q2	$25.1M	Sell	161,675 -3,762	-2%	-$544K	0.5%	48
2017 Q1	$21.4M	Sell	165,437 -783	-0.5%	-$98.3K	0.45%	52
2016 Q4	$20.2M	Sell	166,220 -3,210	-2%	-$376K	0.45%	51
2016 Q3	$19.5M	Sell	169,430 -1,535	-0.9%	-$182K	0.45%	52
2016 Q2	$20.6M	Sell	170,965 -10,591	-6%	-$1.33M	0.47%	46
2016 Q1	$22.8M	Sell	181,556 -2,562	-1%	-$306K	0.54%	42
2015 Q4	$21.8M	Sell	184,118 -24,782	-12%	-$2.77M	0.54%	42
2015 Q3	$19.9M	Hold	208,900	–	–	0.51%	47
2015 Q2	$19.9M	Sell	208,900 -37,457	-15%	-$3.62M	0.51%	47
2015 Q1	$24M	Sell	246,357 -40,385	-14%	-$3.83M	0.61%	46
2014 Q4	$26.9M	Sell	286,742 -34,752	-11%	-$3.25M	0.69%	41
2014 Q3	$30.5M	Sell	321,494 -97,358	-23%	-$9.29M	0.82%	38
2014 Q2	$42.2M	Sell	418,852 -73,035	-15%	-$7.37M	1.14%	29
2014 Q1	$48.2M	Sell	491,887 -44,652	-8%	-$4.27M	1.32%	26
2013 Q4	$52.1M	Sell	536,539 -9,435	-2%	-$907K	1.44%	24
2013 Q3	$52.5M	Sell	545,974 -14,207	-3%	-$1.39M	1.6%	21
2013 Q2	$55.5M	Buy	+560,181	New	+$56.1M	1.74%	20

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's MCD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $313K and leaving 104,968 shares worth $28.4M. The position accounts for 0.28% of the portfolio, ranked #54.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.5M in Q2 2013. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 104,968 shares of McDonald's worth $28.4M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,093 McDonald's shares in Q2 2026, an estimated $313K.
McDonald's made up 0.28% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #54 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's McDonald's position peaked at $55.5M in Q2 2013.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.