Mogy Joel R Investment Counsel’s McDonald's MCD Stock Holding History

Mogy Joel R Investment Counsel’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	$1.51M	Hold	5,593	–	–	0.09%	58
2026 Q1	$1.74M	Sell	5,593 -100	-2%	-$31.9K	0.11%	55
2025 Q4	$1.74M	Hold	5,693	–	–	0.09%	53
2025 Q3	$1.73M	Hold	5,693	–	–	0.09%	55
2025 Q2	$1.66M	Hold	5,693	–	–	0.1%	52
2025 Q1	$1.78M	Sell	5,693 -300	-5%	-$89.7K	0.11%	53
2024 Q4	$1.74M	Sell	5,993 -87	-1%	-$25.9K	0.1%	55
2024 Q3	$1.85M	Sell	6,080 -1,616	-21%	-$445K	0.11%	51
2024 Q2	$1.96M	Buy	7,696 +363	+5%	+$96.3K	0.12%	50
2024 Q1	$2.07M	Hold	7,333	–	–	0.14%	50
2023 Q4	$2.17M	Hold	7,333	–	–	0.16%	51
2023 Q3	$1.93M	Hold	7,333	–	–	0.16%	55
2023 Q2	$2.19M	Hold	7,333	–	–	0.17%	55
2023 Q1	$2.05M	Buy	7,333 +1	+0%	+$268	0.18%	52
2022 Q4	$1.93M	Buy	7,332 +394	+6%	+$104K	0.19%	51
2022 Q3	$1.6M	Hold	6,938	–	–	0.17%	55
2022 Q2	$1.71M	Buy	6,938 +60	+0.9%	+$14.8K	0.17%	57
2022 Q1	$1.7M	Sell	6,878 -102	-1%	-$25.4K	0.13%	58
2021 Q4	$1.87M	Sell	6,980 -23	-0.3%	-$5.81K	0.13%	57
2021 Q3	$1.69M	Hold	7,003	–	–	0.14%	59
2021 Q2	$1.62M	Hold	7,003	–	–	0.14%	63
2021 Q1	$1.57M	Hold	7,003	–	–	0.15%	64
2020 Q4	$1.5M	Hold	7,003	–	–	0.15%	62
2020 Q3	$1.54M	Sell	7,003 -300	-4%	-$61.6K	0.17%	59
2020 Q2	$1.35M	Hold	7,303	–	–	0.16%	62
2020 Q1	$1.21M	Hold	7,303	–	–	0.17%	64
2019 Q4	$1.44M	Hold	7,303	–	–	0.17%	71
2019 Q3	$1.57M	Hold	7,303	–	–	0.2%	64
2019 Q2	$1.52M	Hold	7,303	–	–	0.2%	64
2019 Q1	$1.39M	Hold	7,303	–	–	0.19%	66
2018 Q4	$1.3M	Sell	7,303 -250	-3%	-$44.3K	0.2%	66
2018 Q3	$1.26M	Sell	7,553 -50	-0.7%	-$8.01K	0.17%	71
2018 Q2	$1.19M	Buy	7,603 +50	+0.7%	+$8.11K	0.18%	70
2018 Q1	$1.18M	Hold	7,553	–	–	0.18%	68
2017 Q4	$1.3M	Hold	7,553	–	–	0.2%	69
2017 Q3	$1.18M	Hold	7,553	–	–	0.2%	72
2017 Q2	$1.16M	Hold	7,553	–	–	0.2%	71
2017 Q1	$979K	Hold	7,553	–	–	0.17%	75
2016 Q4	$919K	Hold	7,553	–	–	0.17%	79
2016 Q3	$871K	Buy	7,553 +100	+1%	+$11.8K	0.16%	80
2016 Q2	$897K	Buy	7,453 +3	+0%	+$376	0.17%	82
2016 Q1	$936K	Buy	7,450 +6,705	+900%	+$801K	0.17%	80
2015 Q4	$880	Sell	745 -6,705	-90%	-$750K	0.17%	80
2015 Q3	$734K	Hold	7,450	–	–	0.15%	88
2015 Q2	$708K	Buy	7,450 +100	+1%	+$9.67K	0.13%	92
2015 Q1	$716K	Sell	7,350 -1,050	-13%	-$99.6K	0.13%	95
2014 Q4	$787K	Sell	8,400 -20,111	-71%	-$1.88M	0.15%	87
2014 Q3	$2.7M	Sell	28,511 -1,000	-3%	-$95.4K	0.54%	50
2014 Q2	$2.97M	Hold	29,511	–	–	0.6%	49
2014 Q1	$2.89M	Buy	29,511 +850	+3%	+$81.3K	0.6%	48
2013 Q4	$2.78M	Buy	28,661 +330	+1%	+$31.7K	0.59%	50
2013 Q3	$2.73M	Sell	28,331 -150	-0.5%	-$14.6K	0.63%	49
2013 Q2	$2.82M	Buy	+28,481	New	+$2.85M	0.68%	44

Other funds holding MCD

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mogy Joel R Investment Counsel's MCD Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its McDonald's (MCD) position steady in Q2 2026 at 5,593 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #58.

Mogy Joel R Investment Counsel first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.97M in Q2 2014. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mogy Joel R Investment Counsel held 5,593 shares of McDonald's worth $1.51M as of Q2 2026.
Mogy Joel R Investment Counsel left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.09% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #58 holding.
Mogy Joel R Investment Counsel first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's McDonald's position peaked at $2.97M in Q2 2014.
1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.