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McElhenny Sheffield Capital Management’s McDonald's MCD Stock Holding History

McElhenny Sheffield Capital 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 		$456K Buy
1,686
+4
+0.2% +$1.15K 0.11% 40
2026
Q1 		$523K Buy
1,682
+13
+0.8% +$4.14K 0.13% 35
2025
Q4 		$510K Buy
1,669
+4
+0.2% +$1.23K 0.12% 37
2025
Q3 		$506K Buy
1,665
+202
+14% +$61.5K 0.12% 49
2025
Q2 		$428K Buy
1,463
+1
+0.1% +$308 0.11% 65
2025
Q1 		$457K Buy
1,462
+4
+0.3% +$1.2K 0.17% 62
2024
Q4 		$423K Buy
1,458
+9
+0.6% +$2.68K 0.14% 63
2024
Q3 		$441K Sell
1,449
-7
-0.5% -$1.93K 0.14% 68
2024
Q2 		$368K Sell
1,456
-9
-0.6% -$2.39K 0.13% 68
2024
Q1 		$407K Sell
1,465
-2,011
-58% -$585K 0.15% 64
2023
Q4 		$1.03M Buy
3,476
+1,937
+126% +$527K 0.42% 21
2023
Q3 		$401K Sell
1,539
-2,435
-61% -$694K 0.2% 58
2023
Q2 		$1.18M Buy
3,974
+2,535
+176% +$737K 0.51% 18
2023
Q1 		$404K Buy
1,439
+362
+34% +$97K 0.21% 62
2022
Q4 		$281K Buy
1,077
+62
+6% +$16.4K 0.13% 68
2022
Q3 		$234K Sell
1,015
-19
-2% -$4.86K 0.18% 78
2022
Q2 		$255K Sell
1,034
-3,438
-77% -$847K 0.12% 82
2022
Q1 		$1.11M Sell
4,472
-218
-5% -$54.3K 0.39% 30
2021
Q4 		$1.26M Buy
4,690
+3,175
+210% +$802K 0.47% 24
2021
Q3 		$365K Buy
+1,515
New +$362K 0.17% 92

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

McElhenny Sheffield Capital Management's MCD Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its McDonald's (MCD) stake by 0.24% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,686 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #40.

McElhenny Sheffield Capital Management first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q4 2021. 1,164 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • McElhenny Sheffield Capital Management held 1,686 shares of McDonald's worth $456K as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
  • McDonald's made up 0.11% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #40 holding.
  • McElhenny Sheffield Capital Management first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's McDonald's position peaked at $1.26M in Q4 2021.
  • 1,164 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.