Marquette Asset Management’s McDonald's MCD Stock Holding History

Marquette Asset Management’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	$25.7K	Buy	95 +17	+22%	+$4.88K	﹤0.01%	214
2026 Q1	$24.2K	Sell	78 -68	-47%	-$21.7K	﹤0.01%	142
2025 Q4	$44.6K	Buy	146 +72	+97%	+$22.1K	0.01%	108
2025 Q3	$22.5K	Buy	+74	New	+$22.5K	﹤0.01%	138
2024 Q4	–	Sell	-180	Closed	-$54.8K	–	206
2024 Q3	$54.8K	Hold	180	–	–	0.01%	165
2024 Q2	$45.9K	Hold	180	–	–	0.01%	141
2024 Q1	$50.8K	Sell	180 -120	-40%	-$34.9K	0.01%	142
2023 Q4	$89K	Hold	300	–	–	0.02%	116
2023 Q3	$79K	Hold	300	–	–	0.02%	118
2023 Q2	$89.5K	Hold	300	–	–	0.02%	128
2023 Q1	$83.9K	Hold	300	–	–	0.02%	123
2022 Q4	$79.1K	Sell	300 -91	-23%	-$24K	0.02%	124
2022 Q3	$90K	Sell	391 -4	-1%	-$1.02K	0.03%	114
2022 Q2	$98K	Hold	395	–	–	0.03%	131
2022 Q1	$98K	Buy	395 +4	+1%	+$996	0.02%	151
2021 Q4	$105K	Sell	391 -19	-5%	-$4.8K	0.02%	146
2021 Q3	$99K	Buy	410 +19	+5%	+$4.54K	0.02%	143
2021 Q2	$90K	Hold	391	–	–	0.02%	140
2021 Q1	$88K	Hold	391	–	–	0.02%	133
2020 Q4	$84K	Hold	391	–	–	0.02%	136
2020 Q3	$86K	Hold	391	–	–	0.02%	111
2020 Q2	$72K	Hold	391	–	–	0.02%	131
2020 Q1	$65K	Buy	391 +300	+330%	+$59.1K	0.03%	135
2019 Q4	$18K	Hold	91	–	–	0.01%	191
2019 Q3	$20K	Hold	91	–	–	0.01%	202
2019 Q2	$19K	Sell	91 -71	-44%	-$14.1K	0.01%	206
2019 Q1	$31K	Buy	+162	New	+$29.4K	0.01%	178

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

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

Marquette Asset Management's MCD Position: Q2 2026 in Review

Marquette Asset Management increased its McDonald's (MCD) stake by 22% in Q2 2026, buying an estimated $4.88K and bringing the position to 95 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Marquette Asset Management first reported a position in MCD in Q1 2019 and has held it in 27 quarters since. The position peaked at $105K in Q4 2021. 1,520 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Marquette Asset Management held 95 shares of McDonald's worth $25.7K as of Q2 2026.
Marquette Asset Management bought 17 McDonald's shares in Q2 2026, an estimated $4.88K.
McDonald's made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #214 holding.
Marquette Asset Management first reported a position in McDonald's in Q1 2019 and has held it in 27 quarters since.
Marquette Asset Management's McDonald's position peaked at $105K in Q4 2021.
1,520 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.