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Patton Albertson Miller Group’s McDonald's MCD Stock Holding History

Patton Albertson Miller Group’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 		$1.42M Sell
5,259
-40
-0.8% -$11.5K 0.14% 107
2026
Q1 		$1.65M Hold
5,299
– – 0.2% 97
2025
Q4 		$1.62M Sell
5,299
-132
-2% -$40.4K 0.19% 98
2025
Q3 		$1.65M Buy
5,431
+419
+8% +$128K 0.2% 96
2025
Q2 		$1.46M Buy
5,012
+291
+6% +$89.7K 0.19% 98
2025
Q1 		$1.47M Sell
4,721
-943
-17% -$282K 0.22% 98
2024
Q4 		$1.64M Sell
5,664
-30
-0.5% -$8.95K 0.22% 90
2024
Q3 		$1.73M Sell
5,694
-59
-1% -$16.3K 0.24% 88
2024
Q2 		$1.47M Buy
5,753
+68
+1% +$18K 0.21% 93
2024
Q1 		$1.6M Sell
5,685
-95
-2% -$27.6K 0.24% 90
2023
Q4 		$1.71M Hold
5,780
– – 0.29% 87
2023
Q3 		$1.52M Sell
5,780
-60
-1% -$17.1K 0.3% 94
2023
Q2 		$1.74M Sell
5,840
-356
-6% -$103K 0.34% 92
2023
Q1 		$1.73M Buy
6,196
+45
+0.7% +$12.1K 0.32% 95
2022
Q4 		$1.62M Sell
6,151
-69
-1% -$18.2K 0.3% 90
2022
Q3 		$1.44M Buy
6,220
+48
+0.8% +$12.3K 0.31% 92
2022
Q2 		$1.52M Sell
6,172
-25
-0.4% -$6.16K 0.31% 98
2022
Q1 		$1.53M Sell
6,197
-56
-0.9% -$13.9K 0.26% 104
2021
Q4 		$1.68M Sell
6,253
-23
-0.4% -$5.81K 0.27% 97
2021
Q3 		$1.51M Buy
6,276
+3,809
+154% +$909K 0.29% 98
2021
Q2 		$570K Sell
2,467
-288
-10% -$67K 0.13% 134
2021
Q1 		$618K Sell
2,755
-118
-4% -$25.2K 0.15% 126
2020
Q4 		$618K Sell
2,873
-853
-23% -$185K 0.15% 128
2020
Q3 		$818K Buy
3,726
+241
+7% +$49.5K 0.23% 108
2020
Q2 		$643K Sell
3,485
-227
-6% -$41.6K 0.19% 122
2020
Q1 		$614K Sell
3,712
-114
-3% -$22.5K 0.21% 121
2019
Q4 		$756K Sell
3,826
-13
-0.3% -$2.58K 0.2% 125
2019
Q3 		$824K Sell
3,839
-23
-0.6% -$4.93K 0.23% 121
2019
Q2 		$854K Buy
+3,862
New +$765K 0.25% 116
2018
Q4 		– Sell
-1,020
Closed -$181K – 208
2018
Q3 		$181K Buy
+1,020
New +$163K 0.09% 120
2018
Q1 		– Sell
-1,280
Closed -$220K – 120
2017
Q4 		$220K Sell
1,280
-150
-10% -$25.2K 0.09% 117
2017
Q3 		$226K Sell
1,430
-29
-2% -$4.54K 0.1% 121
2017
Q2 		$225K Sell
1,459
-18
-1% -$2.6K 0.1% 121
2017
Q1 		$213K Sell
1,477
-1,683
-53% -$211K 0.09% 133
2016
Q4 		$385K Buy
3,160
+190
+6% +$22.3K 0.16% 108
2016
Q3 		$343K Sell
2,970
-75
-2% -$8.89K 0.15% 112
2016
Q2 		$366K Sell
3,045
-70
-2% -$8.77K 0.16% 108
2016
Q1 		$391K Hold
3,115
– – 0.2% 100
2015
Q4 		$368K Buy
+3,115
New +$348K 0.19% 98
2015
Q2 		– Sell
-2,427
Closed -$236K – 136
2015
Q1 		$236K Sell
2,427
-806
-25% -$76.5K 0.1% 131
2014
Q4 		$303K Sell
3,233
-1,487
-32% -$139K 0.14% 137
2014
Q3 		$447K Sell
4,720
-725
-13% -$69.1K 0.23% 118
2014
Q2 		$552K Sell
5,445
-175
-3% -$17.7K 0.28% 110
2014
Q1 		$551K Sell
5,620
-1,657
-23% -$158K 0.29% 90
2013
Q4 		$706K Buy
7,277
+470
+7% +$45.2K 0.41% 70
2013
Q3 		$655K Sell
6,807
-3,895
-36% -$380K 0.39% 76
2013
Q2 		$1.06M Buy
+10,702
New +$1.07M 0.64% 56

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Patton Albertson Miller Group's MCD Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its McDonald's (MCD) stake by 0.75% in Q2 2026, selling an estimated $11.5K and leaving 5,259 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #107.

Patton Albertson Miller Group first reported a position in MCD in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.74M in Q2 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Patton Albertson Miller Group held 5,259 shares of McDonald's worth $1.42M as of Q2 2026.
  • Patton Albertson Miller Group sold 40 McDonald's shares in Q2 2026, an estimated $11.5K.
  • McDonald's made up 0.14% of Patton Albertson Miller Group's portfolio in Q2 2026, its #107 holding.
  • Patton Albertson Miller Group first reported a position in McDonald's in Q2 2013 and has held it in 47 quarters since.
  • Patton Albertson Miller Group's McDonald's position peaked at $1.74M in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.