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Mason & Associates (California)’s McDonald's MCD Stock Holding History

Mason & Associates (California)’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 		– Sell
-726
Closed -$224K – 169
2026
Q1 		$224K Sell
726
-55
-7% -$17.5K 0.04% 150
2025
Q4 		$239K Sell
781
-189
-19% -$57.9K 0.04% 148
2025
Q3 		$295K Sell
970
-36
-4% -$11K 0.06% 111
2025
Q2 		$294K Hold
1,006
– – 0.07% 101
2025
Q1 		$314K Sell
1,006
-55
-5% -$16.5K 0.08% 83
2024
Q4 		$308K Buy
1,061
+99
+10% +$29.5K 0.07% 87
2024
Q3 		$293K Sell
962
-69
-7% -$19K 0.07% 90
2024
Q2 		$263K Hold
1,031
– – 0.07% 90
2024
Q1 		$291K Hold
1,031
– – 0.08% 86
2023
Q4 		$306K Buy
1,031
+54
+6% +$14.7K 0.09% 68
2023
Q3 		$257K Hold
977
– – 0.08% 72
2023
Q2 		$292K Sell
977
-190
-16% -$55.2K 0.09% 69
2023
Q1 		$326K Hold
1,167
– – 0.1% 63
2022
Q4 		$308K Hold
1,167
– – 0.1% 60
2022
Q3 		$269K Buy
1,167
+25
+2% +$6.39K 0.1% 69
2022
Q2 		$282K Sell
1,142
-25
-2% -$6.16K 0.1% 71
2022
Q1 		$289K Hold
1,167
– – 0.09% 90
2021
Q4 		$313K Buy
+1,167
New +$295K 0.1% 74

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mason & Associates (California)'s MCD Position: Q2 2026 in Review

Mason & Associates (California) sold out of McDonald's (MCD) in Q2 2026, closing a stake of 726 shares — an estimated $224K sold.

Mason & Associates (California) first reported a position in MCD in Q4 2021 and held it in 18 quarters. The position peaked at $326K in Q1 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mason & Associates (California) reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 726 McDonald's shares in Q2 2026, an estimated $224K.
  • Mason & Associates (California) first reported a position in McDonald's in Q4 2021 and held it in 18 quarters.
  • Mason & Associates (California)'s McDonald's position peaked at $326K in Q1 2023.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.