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Nicholas Hoffman & Company’s McDonald's MCD Stock Holding History

Nicholas Hoffman & Company’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 		$3.94M Buy
14,558
+22
+0.2% +$6.31K 0.08% 53
2026
Q1 		$4.52M Buy
14,536
+146
+1% +$46.5K 0.1% 44
2025
Q4 		$4.4M Sell
14,390
-84
-0.6% -$25.7K 0.1% 44
2025
Q3 		$4.4M Sell
14,474
-150
-1% -$45.7K 0.11% 45
2025
Q2 		$4.27M Buy
14,624
+1,565
+12% +$482K 0.11% 42
2025
Q1 		$4.08M Sell
13,059
-141
-1% -$42.2K 0.16% 38
2024
Q4 		$3.83M Sell
13,200
-312
-2% -$93K 0.15% 41
2024
Q3 		$4.11M Sell
13,512
-1,166
-8% -$321K 0.17% 38
2024
Q2 		$3.74M Buy
14,678
+102
+0.7% +$27.1K 0.18% 39
2024
Q1 		$4.11M Sell
14,576
-740
-5% -$215K 0.21% 37
2023
Q4 		$4.54M Buy
15,316
+463
+3% +$126K 0.27% 30
2023
Q3 		$3.91M Sell
14,853
-126
-0.8% -$35.9K 0.29% 33
2023
Q2 		$4.47M Buy
14,979
+266
+2% +$77.3K 0.17% 32
2023
Q1 		$4.11M Buy
14,713
+116
+0.8% +$31.1K 0.37% 29
2022
Q4 		$3.85M Buy
14,597
+67
+0.5% +$17.7K 0.41% 31
2022
Q3 		$3.35M Buy
14,530
+50
+0.3% +$12.8K 0.16% 30
2022
Q2 		$3.58M Buy
14,480
+30
+0.2% +$7.39K 0.17% 29
2022
Q1 		$3.57M Buy
14,450
+275
+2% +$68.5K 0.14% 30
2021
Q4 		$3.8M Buy
14,175
+89
+0.6% +$22.5K 0.12% 30
2021
Q3 		$3.4M Sell
14,086
-973
-6% -$232K 0.6% 28
2021
Q2 		$3.48M Buy
15,059
+410
+3% +$95.4K 0.63% 24
2021
Q1 		$3.28M Buy
14,649
+77
+0.5% +$16.5K 0.66% 24
2020
Q4 		$3.13M Buy
14,572
+245
+2% +$53.3K 0.72% 23
2020
Q3 		$3.15M Sell
14,327
-143
-1% -$29.4K 0.83% 22
2020
Q2 		$2.67M Buy
14,470
+398
+3% +$73K 0.77% 22
2020
Q1 		$2.33M Sell
14,072
-551
-4% -$109K 0.78% 26
2019
Q4 		$2.89M Sell
14,623
-210
-1% -$41.7K 0.8% 27
2019
Q3 		$3.19M Buy
14,833
+51
+0.3% +$10.9K 0.97% 20
2019
Q2 		$3.07M Buy
14,782
+372
+3% +$73.7K 0.95% 19
2019
Q1 		$2.74M Buy
14,410
+30
+0.2% +$5.44K 0.88% 25
2018
Q4 		$2.55M Buy
14,380
+80
+0.6% +$14.2K 0.88% 27
2018
Q3 		$2.39M Buy
14,300
+12
+0.1% +$1.92K 0.81% 25
2018
Q2 		$2.24M Sell
14,288
-317
-2% -$51.4K 0.82% 23
2018
Q1 		$2.28M Buy
14,605
+57
+0.4% +$9.38K 0.89% 23
2017
Q4 		$2.5M Buy
14,548
+287
+2% +$48.2K 0.98% 20
2017
Q3 		$2.23M Buy
14,261
+293
+2% +$45.9K 0.94% 20
2017
Q2 		$2.14M Buy
13,968
+752
+6% +$109K 0.97% 20
2017
Q1 		$1.71M Sell
13,216
-210
-2% -$26.4K 0.8% 31
2016
Q4 		$1.61M Buy
13,426
+767
+6% +$89.9K 0.81% 28
2016
Q3 		$1.46M Buy
12,659
+39
+0.3% +$4.62K 0.8% 30
2016
Q2 		$1.52M Buy
+12,620
New +$1.58M 0.88% 29

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nicholas Hoffman & Company's MCD Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $6.31K and bringing the position to 14,558 shares worth $3.94M. The position accounts for 0.08% of the portfolio, ranked #53.

Nicholas Hoffman & Company first reported a position in MCD in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.54M in Q4 2023. 1,922 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nicholas Hoffman & Company held 14,558 shares of McDonald's worth $3.94M as of Q2 2026.
  • Nicholas Hoffman & Company bought 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.08% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #53 holding.
  • Nicholas Hoffman & Company first reported a position in McDonald's in Q2 2016 and has held it in 41 quarters since.
  • Nicholas Hoffman & Company's McDonald's position peaked at $4.54M in Q4 2023.
  • 1,922 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.