Roman Butler Fullerton & Co’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 | $780K | Sell |
2,860
-121
| -4% | -$34.7K | 0.19% | 129 |
|
|
2026
Q1 | $915K | Buy |
2,981
+83
| +3% | +$26.4K | 0.25% | 99 |
|
|
2025
Q4 | $887K | Buy |
2,898
+80
| +3% | +$24.5K | 0.23% | 111 |
|
|
2025
Q3 | $852K | Buy |
2,818
+2
| +0.1% | +$609 | 0.23% | 112 |
|
|
2025
Q2 | $841K | Sell |
2,816
-76
| -3% | -$23.4K | 0.25% | 105 |
|
|
2025
Q1 | $904K | Sell |
2,892
-6
| -0.2% | -$1.79K | 0.35% | 72 |
|
|
2024
Q4 | $849K | Buy |
2,898
+27
| +0.9% | +$8.05K | 0.27% | 93 |
|
|
2024
Q3 | $900K | Sell |
2,871
-168
| -6% | -$46.3K | 0.27% | 91 |
|
|
2024
Q2 | $761K | Buy |
3,039
+4
| +0.1% | +$1.06K | 0.25% | 95 |
|
|
2024
Q1 | $836K | Sell |
3,035
-62
| -2% | -$18K | 0.31% | 82 |
|
|
2023
Q4 | $905K | Sell |
3,097
-539
| -15% | -$147K | 0.35% | 72 |
|
|
2023
Q3 | $903K | Sell |
3,636
-136
| -4% | -$38.8K | 0.43% | 69 |
|
|
2023
Q2 | $1.11M | Buy |
3,772
+200
| +6% | +$58.1K | 0.51% | 59 |
|
|
2023
Q1 | $1.04M | Buy |
3,572
+17
| +0.5% | +$4.55K | 0.52% | 59 |
|
|
2022
Q4 | $975K | Sell |
3,555
-123
| -3% | -$32.4K | 0.5% | 62 |
|
|
2022
Q3 | $872K | Buy |
3,678
+5
| +0.1% | +$1.28K | 0.55% | 59 |
|
|
2022
Q2 | $937K | Buy |
3,673
+198
| +6% | +$48.8K | 0.52% | 61 |
|
|
2022
Q1 | $859K | Buy |
3,475
+9
| +0.3% | +$2.24K | 0.4% | 77 |
|
|
2021
Q4 | $929K | Sell |
3,466
-117
| -3% | -$29.5K | 0.41% | 73 |
|
|
2021
Q3 | $868K | Buy |
3,583
+6
| +0.2% | +$1.43K | 0.41% | 74 |
|
|
2021
Q2 | $826K | Buy |
3,577
+15
| +0.4% | +$3.49K | 0.4% | 79 |
|
|
2021
Q1 | $824K | Sell |
3,562
-181
| -5% | -$38.7K | 0.41% | 81 |
|
|
2020
Q4 | $803K | Buy |
3,743
+206
| +6% | +$44.8K | 0.47% | 72 |
|
|
2020
Q3 | $776K | Buy |
3,537
+888
| +34% | +$182K | 0.51% | 64 |
|
|
2020
Q2 | $489K | Buy |
2,649
+32
| +1% | +$5.87K | 0.35% | 90 |
|
|
2020
Q1 | $433K | Sell |
2,617
-14
| -0.5% | -$2.76K | 0.38% | 83 |
|
|
2019
Q4 | $520K | Sell |
2,631
-509
| -16% | -$101K | 0.34% | 94 |
|
|
2019
Q3 | $674K | Buy |
3,140
+40
| +1% | +$8.58K | 0.47% | 73 |
|
|
2019
Q2 | $644K | Buy |
3,100
+12
| +0.4% | +$2.38K | 0.43% | 81 |
|
|
2019
Q1 | $586K | Buy |
3,088
+132
| +4% | +$24K | 0.41% | 86 |
|
|
2018
Q4 | $537K | Buy |
+2,956
| New | +$524K | 0.46% | 81 |
|
Other funds holding MCD
Roman Butler Fullerton & Co's MCD Position: Q2 2026 in Review
Roman Butler Fullerton & Co reduced its McDonald's (MCD) stake by 4.1% in Q2 2026, selling an estimated $34.7K and leaving 2,860 shares worth $780K. The position accounts for 0.19% of the portfolio, ranked #129.
Roman Butler Fullerton & Co first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.11M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Roman Butler Fullerton & Co held 2,860 shares of McDonald's worth $780K as of Q2 2026.
- Roman Butler Fullerton & Co sold 121 McDonald's shares in Q2 2026, an estimated $34.7K.
- McDonald's made up 0.19% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #129 holding.
- Roman Butler Fullerton & Co first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Roman Butler Fullerton & Co's McDonald's position peaked at $1.11M in Q2 2023.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.