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

Narwhal 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	$634K	Buy	2,347 +103	+5%	+$29.5K	0.04%	116
2026 Q1	$697K	Buy	2,244 +132	+6%	+$42.1K	0.05%	108
2025 Q4	$645K	Buy	+2,112	New	+$647K	0.05%	113
2024 Q2	–	Sell	-734	Closed	-$207K	–	165
2024 Q1	$207K	Buy	+734	New	+$213K	0.02%	156
2014 Q3	–	Sell	-9,725	Closed	-$980K	–	141
2014 Q2	$980K	Hold	9,725	–	–	0.37%	85
2014 Q1	$953K	Hold	9,725	–	–	0.4%	86
2013 Q4	$944K	Sell	9,725 -200	-2%	-$19.2K	0.39%	89
2013 Q3	$955K	Sell	9,925 -125	-1%	-$12.2K	0.46%	82
2013 Q2	$995K	Buy	+10,050	New	+$1.01M	0.48%	78

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Narwhal Capital Management increased its McDonald's (MCD) stake by 4.6% in Q2 2026, buying an estimated $29.5K and bringing the position to 2,347 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #116.

Narwhal Capital Management first reported a position in MCD in Q2 2013 and has held it in 9 quarters since. The position peaked at $995K in Q2 2013. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Narwhal Capital Management held 2,347 shares of McDonald's worth $634K as of Q2 2026.
Narwhal Capital Management bought 103 McDonald's shares in Q2 2026, an estimated $29.5K.
McDonald's made up 0.04% of Narwhal Capital Management's portfolio in Q2 2026, its #116 holding.
Narwhal Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 9 quarters since.
Narwhal Capital Management's McDonald's position peaked at $995K in Q2 2013.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.