Richards, Merrill & Peterson’s McDonald's MCD Stock Holding History

Richards, Merrill & Peterson’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	$1.65M	Buy	6,115 +94	+2%	+$27K	0.52%	45
2026 Q1	$1.87M	Buy	6,021 +356	+6%	+$113K	0.69%	36
2025 Q4	$1.73M	Buy	5,665 +654	+13%	+$200K	0.66%	34
2025 Q3	$1.52M	Buy	5,011 +86	+2%	+$26.2K	0.66%	37
2025 Q2	$1.44M	Buy	4,925 +155	+3%	+$47.8K	0.68%	38
2025 Q1	$1.49M	Sell	4,770 -122	-2%	-$36.5K	0.78%	30
2024 Q4	$1.42M	Buy	+4,892	New	+$1.46M	0.74%	32

Other funds holding MCD

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Richards, Merrill & Peterson's MCD Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its McDonald's (MCD) stake by 1.6% in Q2 2026, buying an estimated $27K and bringing the position to 6,115 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #45.

Richards, Merrill & Peterson first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Richards, Merrill & Peterson held 6,115 shares of McDonald's worth $1.65M as of Q2 2026.
Richards, Merrill & Peterson bought 94 McDonald's shares in Q2 2026, an estimated $27K.
McDonald's made up 0.52% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #45 holding.
Richards, Merrill & Peterson first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's McDonald's position peaked at $1.87M in Q1 2026.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.