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Roffman Miller Associates’s McDonald's MCD Stock Holding History

Roffman Miller Associates’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 		$40.1M Sell
148,471
-558
-0.4% -$160K 2.1% 18
2026
Q1 		$46.3M Sell
149,029
-3,127
-2% -$996K 2.67% 9
2025
Q4 		$46.5M Sell
152,156
-2,841
-2% -$870K 2.54% 10
2025
Q3 		$47.1M Sell
154,997
-249
-0.2% -$75.8K 2.64% 12
2025
Q2 		$45.4M Buy
155,246
+115
+0.1% +$35.5K 2.71% 12
2025
Q1 		$48.5M Sell
155,131
-603
-0.4% -$180K 3.05% 8
2024
Q4 		$45.1M Sell
155,734
-79
-0.1% -$23.6K 2.78% 12
2024
Q3 		$47.4M Buy
155,813
+1,228
+0.8% +$338K 2.9% 10
2024
Q2 		$39.4M Buy
154,585
+2,430
+2% +$645K 2.59% 12
2024
Q1 		$42.9M Sell
152,155
-3,585
-2% -$1.04M 2.87% 10
2023
Q4 		$46.2M Buy
155,740
+2,546
+2% +$693K 3.3% 6
2023
Q3 		$40.4M Buy
153,194
+1,454
+1% +$415K 3.2% 8
2023
Q2 		$45.3M Sell
151,740
-1,900
-1% -$552K 3.4% 5
2023
Q1 		$43M Sell
153,640
-1,649
-1% -$442K 3.43% 4
2022
Q4 		$40.9M Sell
155,289
-1,465
-0.9% -$386K 3.37% 8
2022
Q3 		$36.2M Sell
156,754
-374
-0.2% -$95.6K 3.3% 9
2022
Q2 		$38.8M Sell
157,128
-736
-0.5% -$181K 3.36% 8
2022
Q1 		$39M Sell
157,864
-568
-0.4% -$141K 2.9% 8
2021
Q4 		$42.5M Buy
158,432
+1,245
+0.8% +$314K 2.87% 8
2021
Q3 		$37.9M Sell
157,187
-165,189
-51% -$39.4M 2.82% 9
2021
Q2 		$35.7M Buy
322,376
+17,461
+6% +$4.06M 2.7% 12
2021
Q1 		$34.3M Buy
304,915
+56,671
+23% +$12.1M 2.85% 12
2020
Q4 		$32.3M Buy
248,244
+96,138
+63% +$20.9M 2.8% 15
2020
Q3 		$33.4M Sell
152,106
-558
-0.4% -$115K 3.23% 7
2020
Q2 		$28.2M Buy
152,664
+958
+0.6% +$176K 2.8% 12
2020
Q1 		$25.1M Buy
151,706
+375
+0.2% +$73.9K 3.14% 11
2019
Q4 		$29.9M Buy
151,331
+350
+0.2% +$69.4K 2.99% 12
2019
Q3 		$32.4M Sell
150,981
-3,404
-2% -$730K 3.4% 7
2019
Q2 		$32.1M Buy
154,385
+617
+0.4% +$122K 3.44% 6
2019
Q1 		$29.2M Buy
153,768
+3,527
+2% +$640K 3.32% 8
2018
Q4 		$26.7M Sell
150,241
-1,997
-1% -$354K 3.48% 7
2018
Q3 		$25.5M Buy
152,238
+1,922
+1% +$308K 2.83% 13
2018
Q2 		$23.6M Buy
150,316
+1,892
+1% +$307K 2.88% 12
2018
Q1 		$23.2M Buy
148,424
+2,264
+2% +$372K 2.94% 11
2017
Q4 		$25.2M Buy
146,160
+1,186
+0.8% +$199K 3.1% 9
2017
Q3 		$22.7M Buy
144,974
+2,073
+1% +$325K 2.99% 9
2017
Q2 		$21.9M Buy
142,901
+1,460
+1% +$211K 3% 9
2017
Q1 		$18.3M Buy
141,441
+4,067
+3% +$510K 2.6% 15
2016
Q4 		$16.7M Buy
137,374
+4,916
+4% +$576K 2.52% 15
2016
Q3 		$15.3M Buy
132,458
+6,637
+5% +$786K 2.47% 17
2016
Q2 		$15.1M Buy
125,821
+4,468
+4% +$560K 2.48% 17
2016
Q1 		$15.3M Buy
121,353
+3,641
+3% +$435K 2.62% 13
2015
Q4 		$13.9M Buy
117,712
+2,742
+2% +$307K 2.55% 14
2015
Q3 		$11.3M Buy
114,970
+2,373
+2% +$231K 2.22% 19
2015
Q2 		$10.7M Sell
112,597
-29
-0% -$2.81K 2.03% 28
2015
Q1 		$11M Buy
112,626
+252
+0.2% +$23.9K 2.1% 24
2014
Q4 		$10.5M Sell
112,374
-707
-0.6% -$66.2K 2.05% 26
2014
Q3 		$10.7M Buy
113,081
+1,630
+1% +$155K 2.2% 20
2014
Q2 		$11.2M Buy
111,451
+1,461
+1% +$147K 2.37% 18
2014
Q1 		$10.8M Buy
109,990
+2,270
+2% +$217K 2.39% 17
2013
Q4 		$10.5M Buy
107,720
+6,420
+6% +$617K 2.4% 16
2013
Q3 		$9.75M Buy
101,300
+6,883
+7% +$672K 2.46% 12
2013
Q2 		$9.35M Buy
+94,417
New +$9.46M 2.49% 13

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Roffman Miller Associates's MCD Position: Q2 2026 in Review

Roffman Miller Associates reduced its McDonald's (MCD) stake by 0.37% in Q2 2026, selling an estimated $160K and leaving 148,471 shares worth $40.1M. The position accounts for 2.1% of the portfolio, ranked #18.

Roffman Miller Associates first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.5M in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Roffman Miller Associates held 148,471 shares of McDonald's worth $40.1M as of Q2 2026.
  • Roffman Miller Associates sold 558 McDonald's shares in Q2 2026, an estimated $160K.
  • McDonald's made up 2.1% of Roffman Miller Associates's portfolio in Q2 2026, its #18 holding.
  • Roffman Miller Associates first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Roffman Miller Associates's McDonald's position peaked at $48.5M in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.