Proficio Capital 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 | $772K | Buy |
+2,855
| New | +$819K | 0.03% | 240 |
|
|
2025
Q3 | – | Sell |
-2,430
| Closed | -$710K | – | 339 |
|
|
2025
Q2 | $710K | Buy |
2,430
+107
| +5% | +$33K | 0.04% | 196 |
|
|
2025
Q1 | $726K | Buy |
2,323
+285
| +14% | +$85.2K | 0.06% | 160 |
|
|
2024
Q4 | $591K | Buy |
2,038
+686
| +51% | +$205K | 0.05% | 166 |
|
|
2024
Q3 | $412K | Sell |
1,352
-278
| -17% | -$76.6K | 0.04% | 173 |
|
|
2024
Q2 | $415K | Sell |
1,630
-478
| -23% | -$127K | 0.04% | 194 |
|
|
2024
Q1 | $594K | Sell |
2,108
-36
| -2% | -$10.5K | 0.07% | 153 |
|
|
2023
Q4 | $636K | Sell |
2,144
-202
| -9% | -$55K | 0.08% | 131 |
|
|
2023
Q3 | $618K | Buy |
2,346
+242
| +12% | +$69K | 0.08% | 129 |
|
|
2023
Q2 | $628K | Sell |
2,104
-30
| -1% | -$8.72K | 0.09% | 133 |
|
|
2023
Q1 | $597K | Sell |
2,134
-64
| -3% | -$17.1K | 0.09% | 125 |
|
|
2022
Q4 | $579K | Buy |
2,198
+407
| +23% | +$107K | 0.11% | 113 |
|
|
2022
Q3 | $416K | Buy |
1,791
+73
| +4% | +$18.7K | 0.08% | 142 |
|
|
2022
Q2 | $424K | Buy |
1,718
+324
| +23% | +$79.8K | 0.08% | 144 |
|
|
2022
Q1 | $343K | Sell |
1,394
-610
| -30% | -$152K | 0.05% | 186 |
|
|
2021
Q4 | $537K | Buy |
2,004
+16
| +0.8% | +$4.04K | 0.07% | 136 |
|
|
2021
Q3 | $479K | Sell |
1,988
-77
| -4% | -$18.4K | 0.06% | 148 |
|
|
2021
Q2 | $477K | Buy |
2,065
+81
| +4% | +$18.8K | 0.06% | 151 |
|
|
2021
Q1 | $445K | Buy |
1,984
+119
| +6% | +$25.4K | 0.06% | 143 |
|
|
2020
Q4 | $400K | Buy |
1,865
+226
| +14% | +$49.1K | 0.06% | 115 |
|
|
2020
Q3 | $347K | Sell |
1,639
-58
| -3% | -$11.9K | 0.06% | 113 |
|
|
2020
Q2 | $314K | Sell |
1,697
-425
| -20% | -$77.9K | 0.06% | 118 |
|
|
2020
Q1 | $321K | Buy |
2,122
+928
| +78% | +$183K | 0.08% | 104 |
|
|
2019
Q4 | $236K | Buy |
+1,194
| New | +$237K | 0.07% | 115 |
|
|
2019
Q3 | – | Sell |
-1,144
| Closed | -$238K | – | 945 |
|
|
2019
Q2 | $238K | Buy |
1,144
+157
| +16% | +$31.1K | 0.08% | 119 |
|
|
2019
Q1 | $187K | Sell |
987
-32
| -3% | -$5.81K | 0.07% | 138 |
|
|
2018
Q4 | $181K | Buy |
1,019
+127
| +14% | +$22.5K | 0.08% | 118 |
|
|
2018
Q3 | $149K | Buy |
892
+40
| +5% | +$6.41K | 0.05% | 158 |
|
|
2018
Q2 | $133K | Buy |
852
+31
| +4% | +$5.03K | 0.05% | 171 |
|
|
2018
Q1 | $128K | Buy |
821
+125
| +18% | +$20.6K | 0.04% | 177 |
|
|
2017
Q4 | $120K | Buy |
696
+27
| +4% | +$4.53K | 0.04% | 184 |
|
|
2017
Q3 | $105K | Sell |
669
-76
| -10% | -$11.9K | 0.04% | 236 |
|
|
2017
Q2 | $117K | Buy |
745
+5
| +0.7% | +$723 | 0.05% | 227 |
|
|
2017
Q1 | $111K | Buy |
740
+346
| +88% | +$43.4K | 0.05% | 229 |
|
|
2016
Q4 | $48K | Sell |
394
-89
| -18% | -$10.4K | 0.02% | 273 |
|
|
2016
Q3 | $56K | Buy |
483
+40
| +9% | +$4.74K | 0.03% | 254 |
|
|
2016
Q2 | $53K | Buy |
443
+47
| +12% | +$5.89K | 0.03% | 254 |
|
|
2016
Q1 | $50K | Buy |
396
+195
| +97% | +$23.3K | 0.04% | 214 |
|
|
2015
Q4 | $24K | Buy |
+201
| New | +$22.5K | 0.02% | 171 |
|
Other funds holding MCD
Proficio Capital Partners's MCD Position: Q2 2026 in Review
Proficio Capital Partners opened a new position in McDonald's (MCD) in Q2 2026: 2,855 shares worth $772K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in MCD as recently as Q2 2025.
Proficio Capital Partners first reported a position in MCD in Q4 2015 and has held it in 39 quarters since. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Proficio Capital Partners held 2,855 shares of McDonald's worth $772K as of Q2 2026.
- McDonald's was a new Proficio Capital Partners position in Q2 2026.
- McDonald's made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #240 holding.
- Proficio Capital Partners first reported a position in McDonald's in Q4 2015 and has held it in 39 quarters since.
- 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.