Principal Street Partners’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Sell
788
-36
-4% -$10.3K 0.03% 251
2026
Q1
$256K Buy
824
+13
+2% +$4.14K 0.04% 196
2025
Q4
$248K Sell
811
-444
-35% -$136K 0.04% 194
2025
Q3
$381K Sell
1,255
-2,120
-63% -$645K 0.06% 163
2025
Q2
$986K Buy
3,375
+2,158
+177% +$665K 0.1% 128
2025
Q1
$380K Hold
1,217
– – 0.07% 145
2024
Q4
$353K Sell
1,217
-1,033
-46% -$308K 0.07% 148
2024
Q3
$581K Buy
2,250
+864
+62% +$238K 0.1% 127
2024
Q2
$353K Sell
1,386
-377
-21% -$100K 0.06% 163
2024
Q1
$490K Buy
1,763
+671
+61% +$195K 0.09% 134
2023
Q4
$324K Sell
1,092
-1,992
-65% -$542K 0.08% 154
2023
Q3
$813K Buy
3,084
+1,542
+100% +$440K 0.16% 96
2023
Q2
$460K Hold
1,542
– – 0.11% 126
2023
Q1
$431K Hold
1,542
– – 0.11% 131
2022
Q4
$406K Buy
1,542
+549
+55% +$145K 0.1% 137
2022
Q3
$229K Buy
993
+14
+1% +$3.58K 0.06% 185
2022
Q2
$242K Buy
+979
New +$241K 0.06% 187
2020
Q1
– Sell
-3,924
Closed -$776K – 164
2019
Q4
$776K Buy
3,924
+1,730
+79% +$343K 0.17% 107
2019
Q3
$471K Buy
+2,194
New +$470K 0.12% 119

Other funds holding MCD

Principal Street Partners's MCD Position: Q2 2026 in Review

Principal Street Partners reduced its McDonald's (MCD) stake by 4.4% in Q2 2026, selling an estimated $10.3K and leaving 788 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #251.

Principal Street Partners first reported a position in MCD in Q3 2019 and has held it in 19 quarters since. The position peaked at $986K in Q2 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Principal Street Partners held 788 shares of McDonald's worth $213K as of Q2 2026.
  • Principal Street Partners sold 36 McDonald's shares in Q2 2026, an estimated $10.3K.
  • McDonald's made up 0.03% of Principal Street Partners's portfolio in Q2 2026, its #251 holding.
  • Principal Street Partners first reported a position in McDonald's in Q3 2019 and has held it in 19 quarters since.
  • Principal Street Partners's McDonald's position peaked at $986K in Q2 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.