Princeton Global Asset Management’s McDonald's MCD Stock Holding History

Princeton Global Asset 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	$223K	Sell	826 -4	-0.5%	-$1.15K	0.03%	206
2026 Q1	$258K	Buy	830 +2	+0.2%	+$637	0.04%	176
2025 Q4	$253K	Buy	828 +79	+11%	+$24.2K	0.04%	174
2025 Q3	$227K	Buy	749 +1	+0.1%	+$304	0.04%	184
2025 Q2	$219K	Buy	748 +139	+23%	+$42.9K	0.04%	183
2025 Q1	$190K	Sell	609 -25	-4%	-$7.48K	0.04%	190
2024 Q4	$184K	Sell	634 -4,091	-87%	-$1.22M	0.03%	193
2024 Q3	$1.44M	Buy	4,725 +8	+0.2%	+$2.21K	0.28%	76
2024 Q2	$1.2M	Buy	4,717 +77	+2%	+$20.4K	0.27%	75
2024 Q1	$1.31M	Buy	4,640 +1	+0%	+$291	0.31%	72
2023 Q4	$1.38M	Sell	4,639 -359	-7%	-$97.7K	0.35%	70
2023 Q3	$1.32M	Sell	4,998 -440	-8%	-$125K	0.37%	69
2023 Q2	$1.62M	Buy	5,438 +1	+0%	+$291	0.47%	64
2023 Q1	$1.52M	Buy	5,437 +185	+4%	+$49.6K	0.44%	67
2022 Q4	$1.38M	Buy	5,252 +136	+3%	+$35.9K	0.45%	68
2022 Q3	$1.18M	Hold	5,116	–	–	0.41%	68
2022 Q2	$1.26M	Sell	5,116 -34	-0.7%	-$8.37K	0.41%	70
2022 Q1	$1.27M	Buy	5,150 +200	+4%	+$49.8K	0.35%	78
2021 Q4	$1.33M	Hold	4,950	–	–	0.37%	79
2021 Q3	$1.19M	Buy	4,950 +1	+0%	+$239	0.36%	77
2021 Q2	$1.14M	Hold	4,949	–	–	0.35%	83
2021 Q1	$1.11M	Hold	4,949	–	–	0.36%	77
2020 Q4	$1.06M	Buy	4,949 +301	+6%	+$65.5K	0.37%	71
2020 Q3	$1.02M	Sell	4,648 -759	-14%	-$156K	0.41%	69
2020 Q2	$997K	Buy	5,407 +4,400	+437%	+$807K	0.31%	98
2020 Q1	$167K	Buy	1,007 +115	+13%	+$22.7K	0.07%	162
2019 Q4	$176	Buy	892 +793	+801%	+$157K	0.07%	158
2019 Q3	$21K	Buy	99 +1	+1%	+$214	0.01%	264
2019 Q2	$20K	Hold	98	–	–	0.01%	287
2019 Q1	$18K	Hold	98	–	–	0.01%	259
2018 Q4	$17K	Buy	+98	New	+$17.4K	0.02%	194

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

Princeton Global Asset Management's MCD Position: Q2 2026 in Review

Princeton Global Asset Management reduced its McDonald's (MCD) stake by 0.48% in Q2 2026, selling an estimated $1.15K and leaving 826 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #206.

Princeton Global Asset Management first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Princeton Global Asset Management held 826 shares of McDonald's worth $223K as of Q2 2026.
Princeton Global Asset Management sold 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #206 holding.
Princeton Global Asset Management first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's McDonald's position peaked at $1.62M in Q2 2023.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.