Mitchell McLeod Pugh & Williams’s McDonald's MCD Stock Holding History

Mitchell McLeod Pugh & Williams’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	$1.16M	Buy	4,305 +6	+0.1%	+$1.72K	0.14%	128
2026 Q1	$1.34M	Buy	4,299 +16	+0.4%	+$5.1K	0.2%	101
2025 Q4	$1.4M	Buy	4,283 +351	+9%	+$108K	0.2%	99
2025 Q3	$1.2M	Buy	3,932 +24	+0.6%	+$7.3K	0.19%	98
2025 Q2	$1.14M	Buy	3,908 +271	+7%	+$83.5K	0.21%	98
2025 Q1	$1.14M	Sell	3,637 -1,041	-22%	-$311K	0.24%	92
2024 Q4	$1.36M	Buy	4,678 +51	+1%	+$15.2K	0.28%	77
2024 Q3	$1.41M	Buy	4,627 +1	+0%	+$276	0.29%	78
2024 Q2	$1.18M	Sell	4,626 -12	-0.3%	-$3.18K	0.27%	81
2024 Q1	$1.31M	Buy	4,638 +7	+0.2%	+$2.04K	0.31%	76
2023 Q4	$1.37M	Buy	4,631 +124	+3%	+$33.7K	0.36%	69
2023 Q3	$1.19M	Sell	4,507 -27	-0.6%	-$7.7K	0.35%	71
2023 Q2	$1.35M	Sell	4,534 -108	-2%	-$31.4K	0.39%	63
2023 Q1	$1.3M	Sell	4,642 -10	-0.2%	-$2.68K	0.4%	67
2022 Q4	$1.23M	Sell	4,652 -175	-4%	-$46.2K	0.41%	66
2022 Q3	$1.11M	Buy	4,827 +127	+3%	+$32.5K	0.43%	63
2022 Q2	$1.16M	Buy	4,700 +31	+0.7%	+$7.63K	0.45%	67
2022 Q1	$1.16M	Hold	4,669	–	–	0.39%	69
2021 Q4	$1.25M	Buy	4,669 +230	+5%	+$58.1K	0.41%	66
2021 Q3	$1.07M	Hold	4,439	–	–	0.4%	71
2021 Q2	$1.02M	Buy	4,439 +1	+0%	+$233	0.39%	77
2021 Q1	$995K	Sell	4,438 -56	-1%	-$12K	0.42%	74
2020 Q4	$964K	Hold	4,494	–	–	0.44%	71
2020 Q3	$986K	Hold	4,494	–	–	0.5%	62
2020 Q2	$829K	Buy	4,494 +51	+1%	+$9.35K	0.47%	68
2020 Q1	$735K	Sell	4,443 -141	-3%	-$27.8K	0.57%	59
2019 Q4	$906K	Buy	4,584 +200	+5%	+$39.7K	0.57%	58
2019 Q3	$941K	Buy	4,384 +7	+0.2%	+$1.5K	0.64%	53
2019 Q2	$909K	Sell	4,377 -284	-6%	-$56.3K	0.62%	53
2019 Q1	$885K	Buy	4,661 +251	+6%	+$45.6K	0.62%	57
2018 Q4	$783K	Buy	4,410 +16	+0.4%	+$2.84K	0.63%	54
2018 Q3	$735K	Buy	4,394 +20	+0.5%	+$3.21K	0.49%	67
2018 Q2	$685K	Sell	4,374 -138	-3%	-$22.4K	0.48%	76
2018 Q1	$706K	Sell	4,512 -60	-1%	-$9.87K	0.51%	69
2017 Q4	$787K	Sell	4,572 -59	-1%	-$9.91K	0.54%	67
2017 Q3	$726K	Hold	4,631	–	–	0.53%	75
2017 Q2	$709K	Hold	4,631	–	–	0.54%	73
2017 Q1	$600K	Buy	4,631 +32	+0.7%	+$4.01K	0.47%	74
2016 Q4	$560K	Buy	4,599 +1	+0%	+$117	0.45%	79
2016 Q3	$530K	Hold	4,598	–	–	0.46%	80
2016 Q2	$553K	Buy	4,598 +400	+10%	+$50.1K	0.5%	72
2016 Q1	$528K	Buy	4,198 +61	+1%	+$7.29K	0.51%	71
2015 Q4	$489K	Hold	4,137	–	–	0.49%	75
2015 Q3	$408K	Sell	4,137 -325	-7%	-$31.7K	0.42%	84
2015 Q2	$424K	Buy	4,462 +311	+7%	+$30.1K	0.39%	92
2015 Q1	$404K	Buy	4,151 +325	+8%	+$30.8K	0.37%	99
2014 Q4	$358K	Buy	+3,826	New	+$358K	0.33%	107

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's MCD Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its McDonald's (MCD) stake by 0.14% in Q2 2026, buying an estimated $1.72K and bringing the position to 4,305 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #128.

Mitchell McLeod Pugh & Williams first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.41M in Q3 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mitchell McLeod Pugh & Williams held 4,305 shares of McDonald's worth $1.16M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 6 McDonald's shares in Q2 2026, an estimated $1.72K.
McDonald's made up 0.14% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #128 holding.
Mitchell McLeod Pugh & Williams first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
Mitchell McLeod Pugh & Williams's McDonald's position peaked at $1.41M in Q3 2024.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.