Marathon Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $497K | Buy |
2,152
+2
| +0.1% | +$526 | 0.1% | 116 |
|
|
2026
Q2 | $581K | Hold |
2,150
| – | – | 0.12% | 101 |
|
|
2026
Q1 | $668K | Hold |
2,150
| – | – | 0.15% | 89 |
|
|
2025
Q4 | $657K | Hold |
2,150
| – | – | 0.14% | 92 |
|
|
2025
Q3 | $653K | Buy |
2,150
+70
| +3% | +$21.3K | 0.15% | 87 |
|
|
2025
Q2 | $608K | Hold |
2,080
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $650K | Sell |
2,080
-9
| -0.4% | -$2.69K | 0.17% | 79 |
|
|
2024
Q4 | $606K | Hold |
2,089
| – | – | 0.15% | 85 |
|
|
2024
Q3 | $636K | Hold |
2,089
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $532K | Hold |
2,089
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $589K | Hold |
2,089
| – | – | 0.14% | 86 |
|
|
2023
Q4 | $619K | Hold |
2,089
| – | – | 0.16% | 90 |
|
|
2023
Q3 | $550K | Hold |
2,089
| – | – | 0.14% | 90 |
|
|
2023
Q2 | $623K | Buy |
2,089
+34
| +2% | +$9.9K | 0.15% | 86 |
|
|
2023
Q1 | $575K | Hold |
2,055
| – | – | 0.14% | 90 |
|
|
2022
Q4 | $542K | Hold |
2,055
| – | – | 0.15% | 88 |
|
|
2022
Q3 | $474K | Hold |
2,055
| – | – | 0.14% | 96 |
|
|
2022
Q2 | $507K | Buy |
+2,055
| New | +$506K | 0.16% | 90 |
|
|
2022
Q1 | – | Sell |
-2,055
| Closed | -$551K | – | 134 |
|
|
2021
Q4 | $551K | Hold |
2,055
| – | – | 0.13% | 101 |
|
|
2021
Q3 | $496K | Hold |
2,055
| – | – | 0.11% | 107 |
|
|
2021
Q2 | $474K | Hold |
2,055
| – | – | 0.11% | 100 |
|
|
2021
Q1 | $460K | Buy |
2,055
+3
| +0.1% | +$642 | 0.12% | 96 |
|
|
2020
Q4 | $440K | Hold |
2,052
| – | – | 0.13% | 94 |
|
|
2020
Q3 | $450K | Buy |
2,052
+52
| +3% | +$10.7K | 0.16% | 80 |
|
|
2020
Q2 | $369K | Hold |
2,000
| – | – | 0.14% | 84 |
|
|
2020
Q1 | $330K | Sell |
2,000
-217
| -10% | -$42.8K | 0.15% | 77 |
|
|
2019
Q4 | $438K | Buy |
2,217
+500
| +29% | +$99.2K | 0.15% | 81 |
|
|
2019
Q3 | $369K | Hold |
1,717
| – | – | 0.15% | 69 |
|
|
2019
Q2 | $356K | Hold |
1,717
| – | – | 0.15% | 74 |
|
|
2019
Q1 | $326K | Hold |
1,717
| – | – | 0.15% | 73 |
|
|
2018
Q4 | $304K | Buy |
1,717
+460
| +37% | +$81.6K | 0.15% | 68 |
|
|
2018
Q3 | $210K | Buy |
+1,257
| New | +$201K | 0.08% | 103 |
|
|
2018
Q1 | – | Sell |
-1,250
| Closed | -$215K | – | 119 |
|
|
2017
Q4 | $215K | Buy |
+1,250
| New | +$210K | 0.08% | 87 |
|
|
2014
Q4 | – | Sell |
-3,064
| Closed | -$290K | – | 92 |
|
|
2014
Q3 | $290K | Sell |
3,064
-112
| -4% | -$10.7K | 0.26% | 57 |
|
|
2014
Q2 | $320K | Sell |
3,176
-12
| -0.4% | -$1.21K | 0.26% | 55 |
|
|
2014
Q1 | $312K | Buy |
3,188
+409
| +15% | +$39.1K | 0.23% | 56 |
|
|
2013
Q4 | $270K | Buy |
+2,779
| New | +$267K | 0.19% | 59 |
|
Other funds holding MCD
Marathon Capital Management's MCD Position: Q3 2026 in Review
Marathon Capital Management increased its McDonald's (MCD) stake by 0.09% in Q3 2026, buying an estimated $526 and bringing the position to 2,152 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #116.
Marathon Capital Management first reported a position in MCD in Q4 2013 and has held it in 37 quarters since. The position peaked at $668K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.
- Marathon Capital Management held 2,152 shares of McDonald's worth $497K as of Q3 2026.
- Marathon Capital Management bought 2 McDonald's shares in Q3 2026, an estimated $526.
- McDonald's made up 0.1% of Marathon Capital Management's portfolio in Q3 2026, its #116 holding.
- Marathon Capital Management first reported a position in McDonald's in Q4 2013 and has held it in 37 quarters since.
- Marathon Capital Management's McDonald's position peaked at $668K in Q1 2026.
- 1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.
Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.