Mendel Capital Management’s McDonald's MCD Stock Holding History

Mendel 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	$223K	Buy	824 +5	+0.6%	+$1.43K	0.1%	92
2026 Q1	$255K	Buy	+819	New	+$261K	0.13%	87
2025 Q3	$247K	Buy	811 +4	+0.5%	+$1.22K	0.13%	86
2025 Q2	$236K	Buy	807 +18	+2%	+$5.55K	0.13%	85
2025 Q1	$246K	Buy	+789	New	+$236K	0.15%	82
2024 Q1	–	Sell	-687	Closed	-$204K	–	101
2023 Q4	$204K	Buy	+687	New	+$187K	0.15%	89

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mendel Capital Management's MCD Position: Q2 2026 in Review

Mendel Capital Management increased its McDonald's (MCD) stake by 0.61% in Q2 2026, buying an estimated $1.43K and bringing the position to 824 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #92.

Mendel Capital Management first reported a position in MCD in Q4 2023 and has held it in 6 quarters since. The position peaked at $255K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mendel Capital Management held 824 shares of McDonald's worth $223K as of Q2 2026.
Mendel Capital Management bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.1% of Mendel Capital Management's portfolio in Q2 2026, its #92 holding.
Mendel Capital Management first reported a position in McDonald's in Q4 2023 and has held it in 6 quarters since.
Mendel Capital Management's McDonald's position peaked at $255K in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.