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MassMutual Private Wealth & Trust’s McDonald's MCD Stock Holding History

MassMutual Private Wealth & Trust’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 		$34.1M Buy
126,293
+874
+0.7% +$251K 0.88% 32
2026
Q1 		$39M Sell
125,419
-1,874
-1% -$597K 1.06% 22
2025
Q4 		$38.9M Sell
127,293
-2,545
-2% -$779K 1% 24
2025
Q3 		$39.5M Sell
129,838
-923
-0.7% -$281K 1.01% 23
2025
Q2 		$38.2M Buy
130,761
+669
+0.5% +$206K 1.02% 22
2025
Q1 		$40.6M Buy
130,092
+2,315
+2% +$692K 1.18% 18
2024
Q4 		$37M Buy
127,777
+2,297
+2% +$685K 1.04% 21
2024
Q3 		$38.2M Buy
125,480
+3,056
+2% +$842K 1.09% 18
2024
Q2 		$31.2M Buy
122,424
+4,457
+4% +$1.18M 0.95% 24
2024
Q1 		$33.3M Buy
117,967
+1,706
+1% +$496K 1.03% 22
2023
Q4 		$34.5M Sell
116,261
-758
-0.6% -$206K 1.16% 20
2023
Q3 		$30.8M Buy
117,019
+250
+0.2% +$71.3K 1.14% 21
2023
Q2 		$34.8M Sell
116,769
-1,393
-1% -$405K 1.25% 20
2023
Q1 		$33M Buy
118,162
+1,602
+1% +$429K 1.26% 19
2022
Q4 		$30.7M Buy
116,560
+533
+0.5% +$141K 1.26% 20
2022
Q3 		$26.8M Buy
116,027
+1,392
+1% +$356K 1.21% 18
2022
Q2 		$28.3M Buy
114,635
+2,950
+3% +$727K 1.23% 19
2022
Q1 		$27.6M Buy
111,685
+6,979
+7% +$1.74M 1.04% 23
2021
Q4 		$28.1M Buy
104,706
+3,781
+4% +$955K 1.04% 25
2021
Q3 		$24.3M Buy
100,925
+6,147
+6% +$1.47M 1.01% 27
2021
Q2 		$21.9M Buy
94,778
+5,565
+6% +$1.3M 0.93% 28
2021
Q1 		$20M Buy
89,213
+7,510
+9% +$1.61M 0.94% 25
2020
Q4 		$17.5M Buy
81,703
+2,068
+3% +$450K 0.9% 27
2020
Q3 		$17.5M Buy
79,635
+5,572
+8% +$1.14M 1.02% 25
2020
Q2 		$13.7M Buy
74,063
+2,134
+3% +$391K 0.88% 27
2020
Q1 		$11.9M Sell
71,929
-542
-0.7% -$107K 0.95% 24
2019
Q4 		$14.3M Buy
72,471
+1,136
+2% +$225K 0.88% 24
2019
Q3 		$15.3M Buy
71,335
+533
+0.8% +$114K 1.03% 20
2019
Q2 		$14.7M Buy
70,802
+892
+1% +$177K 1.02% 19
2019
Q1 		$13.3M Buy
69,910
+1,488
+2% +$270K 0.96% 20
2018
Q4 		$12.1M Buy
68,422
+780
+1% +$138K 1.04% 21
2018
Q3 		$11.3M Buy
67,642
+1,367
+2% +$219K 0.84% 24
2018
Q2 		$10.4M Buy
66,275
+757
+1% +$123K 0.83% 26
2018
Q1 		$10.2M Buy
65,518
+1,941
+3% +$319K 0.85% 26
2017
Q4 		$10.9M Buy
63,577
+2,740
+5% +$460K 0.91% 23
2017
Q3 		$9.53M Buy
60,837
+4,487
+8% +$703K 0.79% 30
2017
Q2 		$8.63M Buy
56,350
+3,797
+7% +$549K 0.77% 32
2017
Q1 		$6.81M Buy
52,553
+10,790
+26% +$1.35M 0.64% 38
2016
Q4 		$5.08M Buy
+41,763
New +$4.9M 0.62% 45
2016
Q2 		$4.11M Buy
34,135
+4,213
+14% +$528K 0.52% 51
2016
Q1 		$3.76M Buy
29,922
+1,747
+6% +$209K 0.51% 53
2015
Q4 		$3.33M Buy
28,175
+878
+3% +$98.2K 0.48% 59
2015
Q3 		$2.59M Buy
27,297
+3,090
+13% +$301K 0.55% 48
2015
Q2 		$2.44M Sell
24,207
-609
-2% -$58.9K 0.54% 46
2015
Q1 		$2.42M Buy
24,816
+14,831
+149% +$1.41M 0.4% 62
2014
Q4 		$936K Sell
9,985
-17,312
-63% -$1.62M 0.3% 91
2014
Q3 		$2.59M Buy
27,297
+13,839
+103% +$1.32M 0.51% 50
2014
Q2 		$1.36M Buy
13,458
+4,448
+49% +$449K 0.54% 43
2014
Q1 		$883K Buy
9,010
+4,421
+96% +$423K 0.52% 53
2013
Q4 		$445K Buy
+4,589
New +$441K 0.41% 52

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

MassMutual Private Wealth & Trust's MCD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its McDonald's (MCD) stake by 0.7% in Q2 2026, buying an estimated $251K and bringing the position to 126,293 shares worth $34.1M. The position accounts for 0.88% of the portfolio, ranked #32.

MassMutual Private Wealth & Trust first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $40.6M in Q1 2025. 1,707 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 126,293 shares of McDonald's worth $34.1M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 874 McDonald's shares in Q2 2026, an estimated $251K.
  • McDonald's made up 0.88% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #32 holding.
  • MassMutual Private Wealth & Trust first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's McDonald's position peaked at $40.6M in Q1 2025.
  • 1,707 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.