Means Investment Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.33M | Sell |
8,613
-426
| -5% | -$122K | 0.18% | 56 |
|
|
2026
Q1 | $2.81M | Sell |
9,039
-142
| -2% | -$45.2K | 0.24% | 51 |
|
|
2025
Q4 | $2.81M | Buy |
9,181
+196
| +2% | +$60K | 0.24% | 50 |
|
|
2025
Q3 | $2.73M | Sell |
8,985
-655
| -7% | -$199K | 0.24% | 51 |
|
|
2025
Q2 | $2.82M | Sell |
9,640
-101
| -1% | -$31.1K | 0.27% | 48 |
|
|
2025
Q1 | $3.04M | Sell |
9,741
-2,068
| -18% | -$619K | 0.32% | 47 |
|
|
2024
Q4 | $3.42M | Sell |
11,809
-331
| -3% | -$98.7K | 0.36% | 49 |
|
|
2024
Q3 | $3.7M | Sell |
12,140
-35
| -0.3% | -$9.65K | 0.41% | 44 |
|
|
2024
Q2 | $3.1M | Sell |
12,175
-1,717
| -12% | -$456K | 0.37% | 44 |
|
|
2024
Q1 | $3.92M | Sell |
13,892
-202
| -1% | -$58.7K | 0.51% | 36 |
|
|
2023
Q4 | $4.18M | Buy |
14,094
+74
| +0.5% | +$20.1K | 0.6% | 28 |
|
|
2023
Q3 | $3.69M | Sell |
14,020
-267
| -2% | -$76.2K | 0.6% | 32 |
|
|
2023
Q2 | $4.26M | Sell |
14,287
-18
| -0.1% | -$5.23K | 0.67% | 28 |
|
|
2023
Q1 | $4M | Buy |
14,305
+224
| +2% | +$60K | 0.7% | 29 |
|
|
2022
Q4 | $3.71M | Sell |
14,081
-141
| -1% | -$37.2K | 0.74% | 33 |
|
|
2022
Q3 | $3.28M | Buy |
14,222
+128
| +0.9% | +$32.7K | 0.71% | 30 |
|
|
2022
Q2 | $3.48M | Buy |
14,094
+59
| +0.4% | +$14.5K | 0.74% | 32 |
|
|
2022
Q1 | $3.47M | Buy |
14,035
+520
| +4% | +$130K | 0.63% | 31 |
|
|
2021
Q4 | $3.62M | Buy |
13,515
+92
| +0.7% | +$23.2K | 0.64% | 32 |
|
|
2021
Q3 | $3.24M | Sell |
13,423
-728
| -5% | -$174K | 0.64% | 32 |
|
|
2021
Q2 | $3.27M | Buy |
14,151
+377
| +3% | +$87.7K | 0.65% | 32 |
|
|
2021
Q1 | $3.09M | Buy |
13,774
+291
| +2% | +$62.2K | 0.7% | 32 |
|
|
2020
Q4 | $2.89M | Sell |
13,483
-1,099
| -8% | -$239K | 0.66% | 30 |
|
|
2020
Q3 | $3.16M | Buy |
14,582
+3,495
| +32% | +$718K | 0.87% | 22 |
|
|
2020
Q2 | $2.27M | Sell |
11,087
-36
| -0.3% | -$6.6K | 0.71% | 34 |
|
|
2020
Q1 | $2.07M | Sell |
11,123
-112
| -1% | -$22.1K | 0.8% | 36 |
|
|
2019
Q4 | $2.38M | Buy |
11,235
+1,369
| +14% | +$272K | 0.8% | 37 |
|
|
2019
Q3 | $1.86M | Sell |
9,866
-414
| -4% | -$88.8K | 0.7% | 43 |
|
|
2019
Q2 | $2.18M | Buy |
10,280
+271
| +3% | +$53.7K | 0.89% | 34 |
|
|
2019
Q1 | $1.9M | Buy |
10,009
+1,273
| +15% | +$231K | 0.84% | 38 |
|
|
2018
Q4 | $1.55M | Buy |
+8,736
| New | +$1.55M | 0.86% | 34 |
|
Other funds holding MCD
Means Investment Company's MCD Position: Q2 2026 in Review
Means Investment Company reduced its McDonald's (MCD) stake by 4.7% in Q2 2026, selling an estimated $122K and leaving 8,613 shares worth $2.33M. The position accounts for 0.18% of the portfolio, ranked #56.
Means Investment Company first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.26M in Q2 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Means Investment Company held 8,613 shares of McDonald's worth $2.33M as of Q2 2026.
- Means Investment Company sold 426 McDonald's shares in Q2 2026, an estimated $122K.
- McDonald's made up 0.18% of Means Investment Company's portfolio in Q2 2026, its #56 holding.
- Means Investment Company first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's McDonald's position peaked at $4.26M in Q2 2023.
- 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.