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Prudent Man Investment Management’s McDonald's MCD Stock Holding History

Prudent Man Investment 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 		$38.8K Hold
127
– – 0.01% 60
2026
Q1 		$38.8K Hold
127
– – 0.01% 60
2025
Q4 		$38.8K Sell
127
-23
-15% -$7.04K 0.01% 60
2025
Q3 		$43.5K Hold
150
– – 0.02% 49
2025
Q2 		$43.5K Hold
150
– – 0.02% 49
2025
Q1 		$43.5K Hold
150
– – 0.02% 49
2024
Q4 		$43.5K Buy
+150
New +$44.7K 0.02% 49

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Prudent Man Investment Management's MCD Position: Q2 2026 in Review

Prudent Man Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 127 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #60.

Prudent Man Investment Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5K in Q3 2025. 1,804 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Prudent Man Investment Management held 127 shares of McDonald's worth $38.8K as of Q2 2026.
  • Prudent Man Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #60 holding.
  • Prudent Man Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's McDonald's position peaked at $43.5K in Q3 2025.
  • 1,804 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.