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Matrix Asset Advisors’s McDonald's MCD Stock Holding History

Matrix Asset 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 		$3.33M Buy
12,335
+11,241
+1,028% +$3.22M 0.27% 50
2026
Q1 		$340K Buy
1,094
+4
+0.4% +$1.27K 0.03% 83
2025
Q4 		$333K Hold
1,090
– – 0.03% 88
2025
Q3 		$331K Buy
1,090
+6
+0.6% +$1.83K 0.03% 88
2025
Q2 		$317K Buy
1,084
+4
+0.4% +$1.23K 0.03% 83
2025
Q1 		$337K Buy
1,080
+3
+0.3% +$897 0.04% 80
2024
Q4 		$312K Buy
1,077
+3
+0.3% +$895 0.03% 86
2024
Q3 		$327K Buy
1,074
+4
+0.4% +$1.1K 0.04% 79
2024
Q2 		$273K Buy
1,070
+3
+0.3% +$796 0.03% 80
2024
Q1 		$301K Sell
1,067
-66
-6% -$19.2K 0.04% 77
2023
Q4 		$336K Buy
1,133
+3
+0.3% +$817 0.04% 75
2023
Q3 		$298K Sell
1,130
-196
-15% -$55.9K 0.04% 75
2023
Q2 		$396K Buy
1,326
+559
+73% +$162K 0.05% 73
2023
Q1 		$214K Buy
+767
New +$205K 0.03% 85
2017
Q2 		– Sell
-31,572
Closed -$4.09M – 69
2017
Q1 		$4.09M Sell
31,572
-20,466
-39% -$2.57M 0.72% 45
2016
Q4 		$6.33M Buy
52,038
+1,823
+4% +$214K 1.07% 40
2016
Q3 		$5.79M Buy
50,215
+19,435
+63% +$2.3M 1.02% 42
2016
Q2 		$3.7M Sell
30,780
-5,318
-15% -$666K 0.72% 49
2016
Q1 		$4.54M Sell
36,098
-89,390
-71% -$10.7M 0.89% 41
2015
Q4 		$14.8M Sell
125,488
-97,846
-44% -$10.9M 2.85% 11
2015
Q3 		$22M Sell
223,334
-4,710
-2% -$459K 3.14% 9
2015
Q2 		$21.7M Sell
228,044
-4,347
-2% -$420K 2.72% 16
2015
Q1 		$22.6M Buy
232,391
+10,340
+5% +$981K 2.62% 20
2014
Q4 		$20.8M Buy
222,051
+10,816
+5% +$1.01M 2.35% 25
2014
Q3 		$20M Buy
211,235
+2,395
+1% +$228K 2.33% 25
2014
Q2 		$21M Sell
208,840
-4,856
-2% -$490K 2.39% 23
2014
Q1 		$20.9M Buy
213,696
+11,249
+6% +$1.08M 2.51% 21
2013
Q4 		$19.6M Buy
202,447
+85,390
+73% +$8.2M 2.38% 22
2013
Q3 		$11.3M Buy
117,057
+99,595
+570% +$9.72M 1.52% 32
2013
Q2 		$1.73M Buy
+17,462
New +$1.75M 0.24% 54

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Matrix Asset Advisors's MCD Position: Q2 2026 in Review

Matrix Asset Advisors increased its McDonald's (MCD) stake by 1,028% in Q2 2026, buying an estimated $3.22M and bringing the position to 12,335 shares worth $3.33M. The position accounts for 0.27% of the portfolio, ranked #50.

Matrix Asset Advisors first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. The position peaked at $22.6M in Q1 2015. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Matrix Asset Advisors held 12,335 shares of McDonald's worth $3.33M as of Q2 2026.
  • Matrix Asset Advisors bought 11,241 McDonald's shares in Q2 2026, an estimated $3.22M.
  • McDonald's made up 0.27% of Matrix Asset Advisors's portfolio in Q2 2026, its #50 holding.
  • Matrix Asset Advisors first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
  • Matrix Asset Advisors's McDonald's position peaked at $22.6M in Q1 2015.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.