Monument Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $386K | Sell |
1,428
-289
| -17% | -$82.9K | 0.08% | 192 |
|
|
2026
Q1 | $533K | Sell |
1,717
-125
| -7% | -$39.8K | 0.13% | 133 |
|
|
2025
Q4 | $563K | Buy |
1,842
+134
| +8% | +$41K | 0.14% | 126 |
|
|
2025
Q3 | $519K | Sell |
1,708
-84
| -5% | -$25.6K | 0.13% | 132 |
|
|
2025
Q2 | $523K | Buy |
1,792
+14
| +0.8% | +$4.32K | 0.14% | 122 |
|
|
2025
Q1 | $556K | Buy |
1,778
+15
| +0.9% | +$4.49K | 0.17% | 109 |
|
|
2024
Q4 | $511K | Buy |
1,763
+17
| +1% | +$5.07K | 0.14% | 110 |
|
|
2024
Q3 | $532K | Sell |
1,746
-254
| -13% | -$70K | 0.15% | 110 |
|
|
2024
Q2 | $510K | Sell |
2,000
-1,210
| -38% | -$321K | 0.15% | 104 |
|
|
2024
Q1 | $905K | Sell |
3,210
-261
| -8% | -$75.9K | 0.26% | 89 |
|
|
2023
Q4 | $1.03M | Sell |
3,471
-2,227
| -39% | -$606K | 0.33% | 76 |
|
|
2023
Q3 | $1.5M | Sell |
5,698
-130
| -2% | -$37.1K | 0.5% | 66 |
|
|
2023
Q2 | $1.74M | Buy |
5,828
+414
| +8% | +$120K | 0.55% | 55 |
|
|
2023
Q1 | $1.51M | Buy |
5,414
+1,761
| +48% | +$472K | 0.51% | 63 |
|
|
2022
Q4 | $963K | Sell |
3,653
-691
| -16% | -$182K | 0.33% | 77 |
|
|
2022
Q3 | $1M | Buy |
4,344
+1,242
| +40% | +$317K | 0.38% | 72 |
|
|
2022
Q2 | $766K | Buy |
3,102
+427
| +16% | +$105K | 0.29% | 77 |
|
|
2022
Q1 | $661K | Buy |
2,675
+154
| +6% | +$38.4K | 0.21% | 91 |
|
|
2021
Q4 | $676K | Buy |
2,521
+81
| +3% | +$20.5K | 0.21% | 99 |
|
|
2021
Q3 | $588K | Buy |
2,440
+336
| +16% | +$80.2K | 0.2% | 98 |
|
|
2021
Q2 | $486K | Buy |
2,104
+402
| +24% | +$93.5K | 0.17% | 100 |
|
|
2021
Q1 | $381K | Sell |
1,702
-10,521
| -86% | -$2.25M | 0.15% | 91 |
|
|
2020
Q4 | $2.62M | Buy |
12,223
+448
| +4% | +$97.4K | 1.21% | 29 |
|
|
2020
Q3 | $2.58M | Sell |
11,775
-1,127
| -9% | -$231K | 1.36% | 20 |
|
|
2020
Q2 | $2.38M | Sell |
12,902
-335
| -3% | -$61.4K | 1.4% | 25 |
|
|
2020
Q1 | $2.19M | Sell |
13,237
-105
| -0.8% | -$20.7K | 1.57% | 25 |
|
|
2019
Q4 | $2.64M | Sell |
13,342
-107
| -0.8% | -$21.2K | 1.34% | 25 |
|
|
2019
Q3 | $2.89M | Sell |
13,449
-240
| -2% | -$51.5K | 1.57% | 14 |
|
|
2019
Q2 | $2.82M | Buy |
13,689
+142
| +1% | +$28.1K | 1.52% | 13 |
|
|
2019
Q1 | $2.57M | Sell |
13,547
-1,887
| -12% | -$342K | 1.46% | 21 |
|
|
2018
Q4 | $2.74M | Buy |
15,434
+1,585
| +11% | +$281K | 1.71% | 9 |
|
|
2018
Q3 | $2.32M | Buy |
13,849
+1,484
| +12% | +$238K | 1.3% | 31 |
|
|
2018
Q2 | $1.94M | Sell |
12,365
-244
| -2% | -$39.6K | 1.34% | 31 |
|
|
2018
Q1 | $1.99M | Buy |
+12,609
| New | +$2.07M | 1.36% | 33 |
|
Other funds holding MCD
BPC
ECSS
Monument Capital Management's MCD Position: Q2 2026 in Review
Monument Capital Management reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $82.9K and leaving 1,428 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #192.
Monument Capital Management first reported a position in MCD in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.89M in Q3 2019. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Monument Capital Management held 1,428 shares of McDonald's worth $386K as of Q2 2026.
- Monument Capital Management sold 289 McDonald's shares in Q2 2026, an estimated $82.9K.
- McDonald's made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #192 holding.
- Monument Capital Management first reported a position in McDonald's in Q1 2018 and has held it in 34 quarters since.
- Monument Capital Management's McDonald's position peaked at $2.89M in Q3 2019.
- 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.