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Montgomery Investment Management’s McDonald's MCD Stock Holding History

Montgomery Investment 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 		$1.66M Hold
6,159
– – 0.51% 35
2026
Q1 		$1.91M Hold
6,159
– – 0.65% 34
2025
Q4 		$1.88M Buy
6,159
+1
+0% +$306 0.68% 34
2025
Q3 		$1.87M Hold
6,158
– – 0.66% 34
2025
Q2 		$1.8M Hold
6,158
– – 0.7% 33
2025
Q1 		$1.92M Hold
6,158
– – 0.77% 34
2024
Q4 		$1.79M Hold
6,158
– – 0.7% 34
2024
Q3 		$1.88M Sell
6,158
-50
-0.8% -$13.8K 0.68% 32
2024
Q2 		$1.58M Hold
6,208
– – 0.63% 33
2024
Q1 		$1.75M Buy
6,208
+150
+2% +$43.6K 0.67% 32
2023
Q4 		$1.8M Sell
6,058
-400
-6% -$109K 0.55% 36
2023
Q3 		$1.7M Sell
6,458
-100
-2% -$28.5K 0.59% 36
2023
Q2 		$1.96M Hold
6,558
– – 0.66% 33
2023
Q1 		$1.83M Hold
6,558
– – 0.65% 36
2022
Q4 		$1.73M Sell
6,558
-50
-0.8% -$13.2K 0.61% 37
2022
Q3 		$1.52M Sell
6,608
-100
-1% -$25.6K 0.62% 35
2022
Q2 		$1.66M Hold
6,708
– – 0.67% 34
2022
Q1 		$1.66M Hold
6,708
– – 0.57% 38
2021
Q4 		$1.8M Sell
6,708
-1,250
-16% -$316K 0.6% 34
2021
Q3 		$1.92M Hold
7,958
– – 0.72% 32
2021
Q2 		$1.84M Sell
7,958
-450
-5% -$105K 0.68% 32
2021
Q1 		$1.89M Sell
8,408
-100
-1% -$21.4K 0.72% 32
2020
Q4 		$1.83M Hold
8,508
– – 0.84% 31
2020
Q3 		$1.87M Sell
8,508
-50
-0.6% -$10.3K 0.98% 27
2020
Q2 		$1.58M Sell
8,558
-2,000
-19% -$367K 0.86% 30
2020
Q1 		$1.75M Sell
10,558
-50
-0.5% -$9.85K 1.14% 26
2019
Q4 		$2.1M Sell
10,608
-500
-5% -$99.2K 0.86% 31
2019
Q3 		$2.38M Hold
11,108
– – 1.02% 30
2019
Q2 		$2.31M Sell
11,108
-1,550
-12% -$307K 1.01% 30
2019
Q1 		$2.4M Sell
12,658
-172
-1% -$31.2K 1.07% 30
2018
Q4 		$2.28M Sell
12,830
-1,050
-8% -$186K 1.16% 26
2018
Q3 		$2.32M Sell
13,880
-300
-2% -$48.1K 0.96% 32
2018
Q2 		$2.22M Hold
14,180
– – 0.92% 32
2018
Q1 		$2.22M Sell
14,180
-200
-1% -$32.9K 0.93% 32
2017
Q4 		$2.48M Sell
14,380
-1,159
-7% -$195K 1% 29
2017
Q3 		$2.43M Sell
15,539
-50
-0.3% -$7.84K 1.08% 28
2017
Q2 		$2.39M Sell
15,589
-100
-0.6% -$14.5K 1.09% 29
2017
Q1 		$2.03M Sell
15,689
-450
-3% -$56.5K 0.87% 31
2016
Q4 		$1.96M Hold
16,139
– – 0.84% 32
2016
Q3 		$1.86M Sell
16,139
-650
-4% -$77K 0.87% 33
2016
Q2 		$2.02M Sell
16,789
-645
-4% -$80.8K 0.98% 29
2016
Q1 		$2.19M Sell
17,434
-645
-4% -$77.1K 1.26% 20
2015
Q4 		$2.14M Sell
18,079
-1,700
-9% -$190K 1.21% 19
2015
Q3 		$1.95M Sell
19,779
-4,300
-18% -$419K 1.15% 20
2015
Q2 		$2.29M Sell
24,079
-901
-4% -$87.1K 1.17% 20
2015
Q1 		$2.43M Sell
24,980
-425
-2% -$40.3K 1.22% 20
2014
Q4 		$2.38M Buy
25,405
+5,380
+27% +$504K 1.14% 19
2014
Q3 		$1.9M Buy
20,025
+2,500
+14% +$238K 1.31% 19
2014
Q2 		$1.76M Sell
17,525
-650
-4% -$65.6K 1.35% 22
2014
Q1 		$1.78M Sell
18,175
-825
-4% -$78.9K 1.45% 21
2013
Q4 		$1.84M Sell
19,000
-20,628
-52% -$1.98M 1.5% 20
2013
Q3 		$3.81M Sell
39,628
-835
-2% -$81.5K 2.07% 13
2013
Q2 		$4.01M Buy
+40,463
New +$4.05M 2.19% 12

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Montgomery Investment Management's MCD Position: Q2 2026 in Review

Montgomery Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 6,159 shares worth $1.66M. The position accounts for 0.51% of the portfolio, ranked #35.

Montgomery Investment Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.01M in Q2 2013. 1,748 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Montgomery Investment Management held 6,159 shares of McDonald's worth $1.66M as of Q2 2026.
  • Montgomery Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.51% of Montgomery Investment Management's portfolio in Q2 2026, its #35 holding.
  • Montgomery Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Montgomery Investment Management's McDonald's position peaked at $4.01M in Q2 2013.
  • 1,748 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.