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Neville Rodie & Shaw’s McDonald's MCD Stock Holding History

Neville Rodie & Shaw’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 		$6.06M Sell
22,410
-100
-0.4% -$28.7K 0.39% 54
2026
Q1 		$7M Hold
22,510
– – 0.51% 49
2025
Q4 		$6.88M Sell
22,510
-1,600
-7% -$490K 0.49% 47
2025
Q3 		$7.33M Hold
24,110
– – 0.53% 47
2025
Q2 		$7.04M Sell
24,110
-800
-3% -$247K 0.52% 48
2025
Q1 		$7.78M Sell
24,910
-4,355
-15% -$1.3M 0.61% 44
2024
Q4 		$8.48M Sell
29,265
-75
-0.3% -$22.4K 0.62% 42
2024
Q3 		$8.93M Sell
29,340
-750
-2% -$207K 0.66% 40
2024
Q2 		$7.67M Sell
30,090
-824
-3% -$219K 0.58% 43
2024
Q1 		$8.72M Sell
30,914
-8,300
-21% -$2.41M 0.67% 40
2023
Q4 		$11.6M Sell
39,214
-20,490
-34% -$5.58M 0.95% 29
2023
Q3 		$15.7M Sell
59,704
-30
-0.1% -$8.56K 1.4% 20
2023
Q2 		$17.8M Sell
59,734
-25
-0% -$7.26K 1.53% 19
2023
Q1 		$16.7M Sell
59,759
-1,500
-2% -$402K 1.51% 20
2022
Q4 		$16.1M Sell
61,259
-1,500
-2% -$396K 1.52% 18
2022
Q3 		$14.5M Sell
62,759
-355
-0.6% -$90.7K 1.42% 22
2022
Q2 		$15.6M Sell
63,114
-900
-1% -$222K 1.4% 22
2022
Q1 		$16M Sell
64,014
-300
-0.5% -$74.7K 1.19% 28
2021
Q4 		$17.2M Sell
64,314
-55
-0.1% -$13.9K 1.22% 25
2021
Q3 		$15.5M Sell
64,369
-47
-0.1% -$11.2K 1.21% 26
2021
Q2 		$14.9M Buy
64,416
+52
+0.1% +$12.1K 1.15% 28
2021
Q1 		$14.4M Buy
64,364
+175
+0.3% +$37.4K 1.2% 27
2020
Q4 		$13.8M Hold
64,189
– – 1.19% 26
2020
Q3 		$14.1M Sell
64,189
-50
-0.1% -$10.3K 1.33% 21
2020
Q2 		$11.8M Sell
64,239
-75
-0.1% -$13.8K 1.22% 25
2020
Q1 		$10.6M Hold
64,314
– – 1.29% 20
2019
Q4 		$12.7M Hold
64,314
– – 1.25% 19
2019
Q3 		$13.8M Sell
64,314
-686
-1% -$147K 1.46% 18
2019
Q2 		$13.5M Sell
65,000
-3,425
-5% -$678K 1.43% 18
2019
Q1 		$13M Sell
68,425
-323
-0.5% -$58.6K 1.38% 19
2018
Q4 		$12.2M Hold
68,748
– – 1.48% 19
2018
Q3 		$11.5M Sell
68,748
-2,400
-3% -$385K 1.14% 24
2018
Q2 		$11.1M Hold
71,148
– – 1.18% 22
2018
Q1 		$11.1M Sell
71,148
-725
-1% -$119K 1.23% 24
2017
Q4 		$12.4M Sell
71,873
-100
-0.1% -$16.8K 1.3% 21
2017
Q3 		$11.3M Hold
71,973
– – 1.26% 22
2017
Q2 		$11M Sell
71,973
-264
-0.4% -$38.2K 1.26% 20
2017
Q1 		$9.36M Sell
72,237
-200
-0.3% -$25.1K 1.07% 30
2016
Q4 		$8.82M Sell
72,437
-200
-0.3% -$23.5K 1.04% 29
2016
Q3 		$8.38M Sell
72,637
-105
-0.1% -$12.4K 0.99% 29
2016
Q2 		$8.75M Sell
72,742
-775
-1% -$97.1K 1.05% 27
2016
Q1 		$9.24M Sell
73,517
-667
-0.9% -$79.7K 1.12% 25
2015
Q4 		$8.77M Hold
74,184
– – 1.05% 26
2015
Q3 		$7.31M Sell
74,184
-200
-0.3% -$19.5K 0.9% 31
2015
Q2 		$7.07M Hold
74,384
– – 0.77% 39
2015
Q1 		$7.25M Sell
74,384
-517
-0.7% -$49K 0.75% 42
2014
Q4 		$7.02M Sell
74,901
-9,000
-11% -$842K 0.71% 44
2014
Q3 		$7.96M Buy
83,901
+38,177
+83% +$3.64M 0.78% 39
2014
Q2 		$4.61M Buy
45,724
+30,052
+192% +$3.03M 0.46% 66
2014
Q1 		$1.54M Sell
15,672
-1,567
-9% -$150K 0.17% 101
2013
Q4 		$1.67M Sell
17,239
-16,273
-49% -$1.56M 0.18% 101
2013
Q3 		$3.22M Sell
33,512
-7,395
-18% -$722K 0.38% 71
2013
Q2 		$4.05M Buy
+40,907
New +$4.1M 0.49% 58

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Neville Rodie & Shaw's MCD Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its McDonald's (MCD) stake by 0.44% in Q2 2026, selling an estimated $28.7K and leaving 22,410 shares worth $6.06M. The position accounts for 0.39% of the portfolio, ranked #54.

Neville Rodie & Shaw first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.8M in Q2 2023. 1,406 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Neville Rodie & Shaw held 22,410 shares of McDonald's worth $6.06M as of Q2 2026.
  • Neville Rodie & Shaw sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.39% of Neville Rodie & Shaw's portfolio in Q2 2026, its #54 holding.
  • Neville Rodie & Shaw first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Neville Rodie & Shaw's McDonald's position peaked at $17.8M in Q2 2023.
  • 1,406 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.