Penn Davis McFarland’s McDonald's MCD Stock Holding History

Penn Davis McFarland’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	$5.68M	Sell	21,014 -3	-0%	-$860	0.51%	35
2026 Q1	$6.53M	Sell	21,017 -30	-0.1%	-$9.56K	0.64%	33
2025 Q4	$6.43M	Sell	21,047 -34	-0.2%	-$10.4K	0.62%	31
2025 Q3	$6.41M	Hold	21,081	–	–	0.66%	29
2025 Q2	$6.16M	Sell	21,081 -32	-0.2%	-$9.87K	0.69%	28
2025 Q1	$6.6M	Sell	21,113 -100	-0.5%	-$29.9K	0.78%	28
2024 Q4	$6.15M	Sell	21,213 -40	-0.2%	-$11.9K	0.67%	28
2024 Q3	$6.47M	Buy	+21,253	New	+$5.86M	0.73%	29

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

Penn Davis McFarland's MCD Position: Q2 2026 in Review

Penn Davis McFarland reduced its McDonald's (MCD) stake by 0.01% in Q2 2026, selling an estimated $860 and leaving 21,014 shares worth $5.68M. The position accounts for 0.51% of the portfolio, ranked #35.

Penn Davis McFarland first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.6M in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Penn Davis McFarland held 21,014 shares of McDonald's worth $5.68M as of Q2 2026.
Penn Davis McFarland sold 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.51% of Penn Davis McFarland's portfolio in Q2 2026, its #35 holding.
Penn Davis McFarland first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Penn Davis McFarland's McDonald's position peaked at $6.6M in Q1 2025.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.