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

Monarch 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 		$10.2M Sell
37,652
-250
-0.7% -$71.7K 2.33% 11
2026
Q1 		$11.8M Sell
37,902
-1,127
-3% -$359K 2.88% 7
2025
Q4 		$11.9M Buy
39,029
+1
+0% +$306 2.93% 7
2025
Q3 		$11.9M Buy
39,028
+870
+2% +$265K 2.91% 6
2025
Q2 		$11.1M Sell
38,158
-753
-2% -$232K 2.99% 5
2025
Q1 		$12.2M Sell
38,911
-745
-2% -$223K 3.38% 5
2024
Q4 		$11.5M Sell
39,656
-105
-0.3% -$31.3K 3.15% 6
2024
Q3 		$12.1M Sell
39,761
-151
-0.4% -$41.6K 3.26% 6
2024
Q2 		$10.2M Sell
39,912
-367
-0.9% -$97.4K 2.99% 6
2024
Q1 		$11.4M Sell
40,279
-92
-0.2% -$26.8K 3.21% 5
2023
Q4 		$12M Sell
40,371
-1,475
-4% -$401K 3.63% 4
2023
Q3 		$11M Sell
41,846
-233
-0.6% -$66.5K 3.54% 4
2023
Q2 		$12.6M Sell
42,079
-530
-1% -$154K 3.81% 4
2023
Q1 		$11.9M Sell
42,609
-895
-2% -$240K 3.66% 4
2022
Q4 		$11.5M Sell
43,504
-1,913
-4% -$505K 3.52% 4
2022
Q3 		$10.5M Sell
45,417
-767
-2% -$196K 3.42% 5
2022
Q2 		$11.4M Sell
46,184
-417
-0.9% -$103K 3.4% 5
2022
Q1 		$11.5M Sell
46,601
-581
-1% -$145K 3.05% 4
2021
Q4 		$12.6M Sell
47,182
-203
-0.4% -$51.3K 3.24% 5
2021
Q3 		$11.4M Buy
47,385
+104
+0.2% +$24.8K 3.18% 5
2021
Q2 		$10.9M Buy
47,281
+70
+0.1% +$16.3K 3.12% 4
2021
Q1 		$10.6M Sell
47,211
-691
-1% -$148K 3.14% 5
2020
Q4 		$10.3M Sell
47,902
-1,174
-2% -$255K 3.23% 5
2020
Q3 		$10.8M Sell
49,076
-255
-0.5% -$52.4K 3.74% 3
2020
Q2 		$9.1M Buy
49,331
+255
+0.5% +$46.8K 3.33% 5
2020
Q1 		$8.12M Sell
49,076
-72
-0.1% -$14.2K 3.31% 5
2019
Q4 		$9.71M Sell
49,148
-310
-0.6% -$61.5K 3.17% 4
2019
Q3 		$10.6M Sell
49,458
-274
-0.6% -$58.7K 3.71% 2
2019
Q2 		$10.3M Sell
49,732
-569
-1% -$113K 3.69% 2
2019
Q1 		$9.55M Sell
50,301
-1,454
-3% -$264K 3.46% 2
2018
Q4 		$9.19M Sell
51,755
-2,230
-4% -$395K 3.72% 2
2018
Q3 		$9.03M Sell
53,985
-129
-0.2% -$20.7K 3.27% 2
2018
Q2 		$8.48M Sell
54,114
-2,629
-5% -$426K 3.25% 4
2018
Q1 		$8.87M Sell
56,743
-310
-0.5% -$51K 3.41% 2
2017
Q4 		$9.82M Sell
57,053
-2,764
-5% -$464K 3.65% 1
2017
Q3 		$9.37M Sell
59,817
-2,558
-4% -$401K 3.49% 3
2017
Q2 		$9.55M Sell
62,375
-7,683
-11% -$1.11M 3.62% 2
2017
Q1 		$9.08M Sell
70,058
-264
-0.4% -$33.1K 3.32% 4
2016
Q4 		$8.56M Buy
70,322
+401
+0.6% +$47K 3.2% 5
2016
Q3 		$8.07M Buy
69,921
+60
+0.1% +$7.11K 3.06% 7
2016
Q2 		$8.41M Sell
69,861
-5,912
-8% -$740K 3.13% 6
2016
Q1 		$9.52M Sell
75,773
-2,221
-3% -$265K 3.43% 3
2015
Q4 		$9.21M Sell
77,994
-2,460
-3% -$275K 3.54% 3
2015
Q3 		$7.93M Sell
80,454
-38
-0% -$3.7K 3.23% 4
2015
Q2 		$7.65M Buy
80,492
+636
+0.8% +$61.5K 2.92% 4
2015
Q1 		$7.78M Buy
79,856
+567
+0.7% +$53.8K 2.94% 4
2014
Q4 		$7.43M Buy
79,289
+1,954
+3% +$183K 2.81% 5
2014
Q3 		$7.33M Buy
77,335
+605
+0.8% +$57.7K 2.93% 6
2014
Q2 		$7.73M Sell
76,730
-1,330
-2% -$134K 2.99% 6
2014
Q1 		$7.65M Buy
78,060
+1,215
+2% +$116K 3.03% 6
2013
Q4 		$7.46M Sell
76,845
-250
-0.3% -$24K 2.92% 7
2013
Q3 		$7.42M Buy
77,095
+167
+0.2% +$16.3K 3.11% 7
2013
Q2 		$7.62M Buy
+76,928
New +$7.7M 3.28% 6

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Monarch Capital Management reduced its McDonald's (MCD) stake by 0.66% in Q2 2026, selling an estimated $71.7K and leaving 37,652 shares worth $10.2M. The position accounts for 2.33% of the portfolio, ranked #11.

Monarch Capital Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.6M in Q4 2021. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Monarch Capital Management held 37,652 shares of McDonald's worth $10.2M as of Q2 2026.
  • Monarch Capital Management sold 250 McDonald's shares in Q2 2026, an estimated $71.7K.
  • McDonald's made up 2.33% of Monarch Capital Management's portfolio in Q2 2026, its #11 holding.
  • Monarch Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Monarch Capital Management's McDonald's position peaked at $12.6M in Q4 2021.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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