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Oak Harvest Investment Services’s McDonald's MCD Stock Holding History

Oak Harvest Investment Services’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 		$8.7M Buy
32,176
+724
+2% +$208K 0.81% 44
2026
Q1 		$9.78M Buy
31,452
+946
+3% +$301K 1.02% 35
2025
Q4 		$9.32M Buy
30,506
+13,005
+74% +$3.98M 1.02% 27
2025
Q3 		$5.32M Buy
17,501
+268
+2% +$81.6K 0.62% 52
2025
Q2 		$5.03M Sell
17,233
-8,839
-34% -$2.72M 0.63% 51
2025
Q1 		$8.14M Buy
26,072
+1,569
+6% +$469K 1.14% 30
2024
Q4 		$7.1M Buy
24,503
+8,396
+52% +$2.5M 0.99% 36
2024
Q3 		$4.9M Buy
16,107
+496
+3% +$137K 0.7% 53
2024
Q2 		$3.98M Buy
15,611
+124
+0.8% +$32.9K 0.62% 52
2024
Q1 		$4.37M Sell
15,487
-290
-2% -$84.3K 0.71% 46
2023
Q4 		$4.68M Sell
15,777
-5,158
-25% -$1.4M 0.93% 39
2023
Q3 		$5.52M Buy
20,935
+1,167
+6% +$333K 1.17% 37
2023
Q2 		$5.9M Buy
19,768
+1,279
+7% +$372K 1.32% 31
2023
Q1 		$5.17M Buy
18,489
+1,249
+7% +$335K 1.19% 31
2022
Q4 		$4.54M Sell
17,240
-9,620
-36% -$2.54M 1.18% 33
2022
Q3 		$6.2M Sell
26,860
-4,398
-14% -$1.12M 1.65% 20
2022
Q2 		$7.72M Buy
31,258
+2,050
+7% +$505K 2.08% 10
2022
Q1 		$7.22M Buy
29,208
+5,616
+24% +$1.4M 1.79% 16
2021
Q4 		$6.32M Buy
23,592
+2,510
+12% +$634K 1.57% 22
2021
Q3 		$5.08M Buy
21,082
+3,054
+17% +$729K 1.48% 29
2021
Q2 		$4.16M Buy
18,028
+387
+2% +$90.1K 1.37% 33
2021
Q1 		$3.95M Buy
17,641
+1,469
+9% +$314K 1.51% 28
2020
Q4 		$3.47M Buy
+16,172
New +$3.52M 1.49% 33

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
DC
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
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

Oak Harvest Investment Services's MCD Position: Q2 2026 in Review

Oak Harvest Investment Services increased its McDonald's (MCD) stake by 2.3% in Q2 2026, buying an estimated $208K and bringing the position to 32,176 shares worth $8.7M. The position accounts for 0.81% of the portfolio, ranked #44.

Oak Harvest Investment Services first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.78M in Q1 2026. 1,235 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Oak Harvest Investment Services held 32,176 shares of McDonald's worth $8.7M as of Q2 2026.
  • Oak Harvest Investment Services bought 724 McDonald's shares in Q2 2026, an estimated $208K.
  • McDonald's made up 0.81% of Oak Harvest Investment Services's portfolio in Q2 2026, its #44 holding.
  • Oak Harvest Investment Services first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's McDonald's position peaked at $9.78M in Q1 2026.
  • 1,235 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.