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Patton Fund Management’s McDonald's MCD Stock Holding History

Patton Fund Management’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 		– Sell
-798
Closed -$248K – 321
2026
Q1 		$248K Buy
798
+68
+9% +$21.7K 0.04% 286
2025
Q4 		$223K Buy
730
+35
+5% +$10.7K 0.03% 324
2025
Q3 		$211K Hold
695
– – 0.04% 415
2025
Q2 		$203K Buy
+695
New +$214K 0.04% 460
2023
Q4 		– Sell
-3,915
Closed -$1.03M – 83
2023
Q3 		$1.03M Sell
3,915
-2,247
-36% -$641K 0.28% 66
2023
Q2 		$1.84M Sell
6,162
-395
-6% -$115K 0.54% 65
2023
Q1 		$1.83M Sell
6,557
-4,085
-38% -$1.09M 0.52% 43
2022
Q4 		$2.8M Buy
+10,642
New +$2.81M 0.82% 26

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Patton Fund Management's MCD Position: Q2 2026 in Review

Patton Fund Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 798 shares — an estimated $248K sold.

Patton Fund Management first reported a position in MCD in Q4 2022 and held it in 8 quarters. The position peaked at $2.8M in Q4 2022. 806 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Patton Fund Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 798 McDonald's shares in Q2 2026, an estimated $248K.
  • Patton Fund Management first reported a position in McDonald's in Q4 2022 and held it in 8 quarters.
  • Patton Fund Management's McDonald's position peaked at $2.8M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.