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

Nelson 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 		$325K Hold
1,202
– – 0.04% 102
2026
Q1 		$374K Hold
1,202
– – 0.05% 93
2025
Q4 		$367K Buy
1,202
+52
+5% +$15.9K 0.04% 94
2025
Q3 		$349K Buy
1,150
+270
+31% +$82.2K 0.04% 94
2025
Q2 		$257K Hold
880
– – 0.03% 95
2025
Q1 		$275K Hold
880
– – 0.05% 91
2024
Q4 		$255K Hold
880
– – 0.04% 98
2024
Q3 		$268K Buy
880
+65
+8% +$17.9K 0.05% 95
2024
Q2 		$208K Sell
815
-75
-8% -$19.9K 0.04% 100
2024
Q1 		$251K Hold
890
– – 0.05% 95
2023
Q4 		$264K Hold
890
– – 0.06% 88
2023
Q3 		$234K Hold
890
– – 0.06% 89
2023
Q2 		$266K Hold
890
– – 0.07% 82
2023
Q1 		$249K Hold
890
– – 0.07% 83
2022
Q4 		$235K Hold
890
– – 0.07% 87
2022
Q3 		$205K Sell
890
-4
-0.4% -$1.02K 0.06% 93
2022
Q2 		$221K Hold
894
– – 0.06% 92
2022
Q1 		$221K Sell
894
-7
-0.8% -$1.74K 0.04% 97
2021
Q4 		$242K Hold
901
– – 0.04% 98
2021
Q3 		$217K Sell
901
-60
-6% -$14.3K 0.04% 95
2021
Q2 		$222K Sell
961
-11
-1% -$2.56K 0.04% 94
2021
Q1 		$218K Sell
972
-559
-37% -$120K 0.05% 94
2020
Q4 		$329K Sell
1,531
-35
-2% -$7.61K 0.07% 77
2020
Q3 		$344K Hold
1,566
– – 0.06% 83
2020
Q2 		$289K Sell
1,566
-200
-11% -$36.7K 0.06% 82
2020
Q1 		$292K Buy
1,766
+29
+2% +$5.71K 0.08% 77
2019
Q4 		$343K Sell
1,737
-100
-5% -$19.8K 0.07% 81
2019
Q3 		$394K Sell
1,837
-190
-9% -$40.7K 0.09% 72
2019
Q2 		$421K Hold
2,027
– – 0.1% 73
2019
Q1 		$385K Sell
2,027
-16
-0.8% -$2.9K 0.1% 71
2018
Q4 		$363K Buy
2,043
+110
+6% +$19.5K 0.1% 74
2018
Q3 		$323K Buy
1,933
+16
+0.8% +$2.56K 0.07% 74
2018
Q2 		$300K Sell
1,917
-1,320
-41% -$214K 0.08% 74
2018
Q1 		$506K Hold
3,237
– – 0.13% 68
2017
Q4 		$557K Buy
3,237
+100
+3% +$16.8K 0.17% 61
2017
Q3 		$492K Sell
3,137
-280
-8% -$43.9K 0.16% 59
2017
Q2 		$523K Hold
3,417
– – 0.18% 57
2017
Q1 		$443K Hold
3,417
– – 0.15% 59
2016
Q4 		$416K Hold
3,417
– – 0.15% 59
2016
Q3 		$394K Buy
3,417
+770
+29% +$91.2K 0.14% 58
2016
Q2 		$319K Buy
2,647
+7
+0.3% +$877 0.12% 58
2016
Q1 		$332K Sell
2,640
-400
-13% -$47.8K 0.13% 58
2015
Q4 		$359K Sell
3,040
-550
-15% -$61.5K 0.14% 56
2015
Q3 		$354K Sell
3,590
-100
-3% -$9.74K 0.14% 58
2015
Q2 		$351K Sell
3,690
-2,490
-40% -$241K 0.13% 63
2015
Q1 		$602K Sell
6,180
-2,950
-32% -$280K 0.22% 57
2014
Q4 		$855K Buy
9,130
+10
+0.1% +$936 0.32% 53
2014
Q3 		$865K Sell
9,120
-610
-6% -$58.2K 0.33% 54
2014
Q2 		$980K Sell
9,730
-100
-1% -$10.1K 0.39% 52
2014
Q1 		$964K Buy
9,830
+100
+1% +$9.56K 0.42% 51
2013
Q4 		$944K Sell
9,730
-666
-6% -$64K 0.42% 53
2013
Q3 		$1M Sell
10,396
-925
-8% -$90.3K 0.48% 52
2013
Q2 		$1.12M Buy
+11,321
New +$1.13M 0.57% 46

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

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

Nelson Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 1,202 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #102.

Nelson Capital Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.12M in Q2 2013. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nelson Capital Management held 1,202 shares of McDonald's worth $325K as of Q2 2026.
  • Nelson Capital Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.04% of Nelson Capital Management's portfolio in Q2 2026, its #102 holding.
  • Nelson Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Nelson Capital Management's McDonald's position peaked at $1.12M in Q2 2013.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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