Royal Harbor Partners’s McDonald's MCD Stock Holding History

Royal Harbor Partners’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	$1.07M	Buy	3,955 +11	+0.3%	+$3.15K	0.33%	36
2026 Q1	$1.23M	Hold	3,944	–	–	0.42%	32
2025 Q4	$1.21M	Sell	3,944 -96	-2%	-$29.4K	0.4%	31
2025 Q3	$1.23M	Hold	4,040	–	–	0.42%	29
2025 Q2	$1.18M	Hold	4,040	–	–	0.43%	30
2025 Q1	$1.26M	Buy	4,040 +44	+1%	+$13.2K	0.49%	30
2024 Q4	$1.16M	Hold	3,996	–	–	0.44%	27
2024 Q3	$1.22M	Hold	3,996	–	–	0.47%	29
2024 Q2	$1.02M	Hold	3,996	–	–	0.42%	28
2024 Q1	$1.13M	Hold	3,996	–	–	0.49%	28
2023 Q4	$1.18M	Sell	3,996 -3	-0.1%	-$817	0.55%	27
2023 Q3	$1.05M	Sell	3,999 -481	-11%	-$137K	0.55%	26
2023 Q2	$1.34M	Hold	4,480	–	–	0.66%	32
2023 Q1	$1.25M	Hold	4,480	–	–	0.67%	34
2022 Q4	$1.18M	Hold	4,480	–	–	0.73%	38
2022 Q3	$1.03M	Hold	4,480	–	–	0.71%	40
2022 Q2	$1.11M	Hold	4,480	–	–	0.76%	38
2022 Q1	$1.11M	Hold	4,480	–	–	0.71%	46
2021 Q4	$1.2M	Hold	4,480	–	–	0.76%	44
2021 Q3	$1.08M	Hold	4,480	–	–	0.77%	48
2021 Q2	$1.03M	Hold	4,480	–	–	0.69%	49
2021 Q1	$1M	Hold	4,480	–	–	0.77%	46
2020 Q4	$961K	Hold	4,480	–	–	0.8%	54
2020 Q3	$983K	Hold	4,480	–	–	0.92%	21
2020 Q2	$826K	Hold	4,480	–	–	0.82%	31
2020 Q1	$741K	Sell	4,480 -22	-0.5%	-$4.33K	0.86%	33
2019 Q4	$890K	Buy	+4,502	New	+$893K	0.86%	31

Other funds holding MCD

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Harbor Partners's MCD Position: Q2 2026 in Review

Royal Harbor Partners increased its McDonald's (MCD) stake by 0.28% in Q2 2026, buying an estimated $3.15K and bringing the position to 3,955 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #36.

Royal Harbor Partners first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q2 2023. 2,131 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Royal Harbor Partners held 3,955 shares of McDonald's worth $1.07M as of Q2 2026.
Royal Harbor Partners bought 11 McDonald's shares in Q2 2026, an estimated $3.15K.
McDonald's made up 0.33% of Royal Harbor Partners's portfolio in Q2 2026, its #36 holding.
Royal Harbor Partners first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
Royal Harbor Partners's McDonald's position peaked at $1.34M in Q2 2023.
2,131 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.