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Optima Capital’s McDonald's MCD Stock Holding History

Optima Capital’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 		$418K Sell
1,546
-62
-4% -$17.8K 0.16% 106
2026
Q1 		$500K Hold
1,608
– – 0.23% 90
2025
Q4 		$491K Buy
1,608
+162
+11% +$49.6K 0.21% 91
2025
Q3 		$439K Buy
1,446
+5
+0.3% +$1.52K 0.21% 96
2025
Q2 		$421K Buy
1,441
+62
+4% +$19.1K 0.23% 100
2025
Q1 		$431K Buy
1,379
+2
+0.1% +$598 0.27% 85
2024
Q4 		$399K Buy
+1,377
New +$411K 0.28% 102

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optima Capital's MCD Position: Q2 2026 in Review

Optima Capital reduced its McDonald's (MCD) stake by 3.9% in Q2 2026, selling an estimated $17.8K and leaving 1,546 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #106.

Optima Capital first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q1 2026. 1,165 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Optima Capital held 1,546 shares of McDonald's worth $418K as of Q2 2026.
  • Optima Capital sold 62 McDonald's shares in Q2 2026, an estimated $17.8K.
  • McDonald's made up 0.16% of Optima Capital's portfolio in Q2 2026, its #106 holding.
  • Optima Capital first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's McDonald's position peaked at $500K in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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