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Samalin Investment Counsel’s McDonald's MCD Stock Holding History

Samalin Investment Counsel’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 		$712K Buy
2,633
+4
+0.2% +$1.15K 0.22% 111
2026
Q1 		$817K Sell
2,629
-98
-4% -$31.2K 0.29% 91
2025
Q4 		$833K Sell
2,727
-210
-7% -$64.3K 0.3% 97
2025
Q3 		$892K Buy
2,937
+4
+0.1% +$1.22K 0.31% 92
2025
Q2 		$857K Sell
2,933
-73
-2% -$22.5K 0.33% 83
2025
Q1 		$939K Buy
3,006
+117
+4% +$35K 0.38% 70
2024
Q4 		$838K Buy
2,889
+5
+0.2% +$1.49K 0.36% 80
2024
Q3 		$878K Sell
2,884
-29
-1% -$7.99K 0.38% 67
2024
Q2 		$742K Buy
2,913
+457
+19% +$121K 0.35% 80
2024
Q1 		$692K Sell
2,456
-367
-13% -$107K 0.33% 93
2023
Q4 		$837K Buy
2,823
+29
+1% +$7.89K 0.42% 66
2023
Q3 		$736K Sell
2,794
-4
-0.1% -$1.14K 0.42% 70
2023
Q2 		$835K Buy
2,798
+49
+2% +$14.2K 0.45% 58
2023
Q1 		$769K Sell
2,749
-1
-0% -$268 0.46% 55
2022
Q4 		$725K Sell
2,750
-12
-0.4% -$3.17K 0.46% 61
2022
Q3 		$637K Sell
2,762
-450
-14% -$115K 0.47% 56
2022
Q2 		$793K Sell
3,212
-78
-2% -$19.2K 0.56% 49
2022
Q1 		$814K Buy
3,290
+121
+4% +$30.1K 0.49% 54
2021
Q4 		$850K Buy
3,169
+217
+7% +$54.8K 0.51% 49
2021
Q3 		$712K Sell
2,952
-7
-0.2% -$1.67K 0.46% 58
2021
Q2 		$684K Buy
2,959
+21
+0.7% +$4.89K 0.44% 69
2021
Q1 		$658K Buy
2,938
+1,126
+62% +$241K 0.44% 69
2020
Q4 		$389K Sell
1,812
-66
-4% -$14.4K 0.29% 108
2020
Q3 		$412K Buy
1,878
+499
+36% +$102K 0.37% 88
2020
Q2 		$254K Buy
1,379
+151
+12% +$27.7K 0.27% 126
2020
Q1 		$203K Sell
1,228
-182
-13% -$35.9K 0.27% 114
2019
Q4 		$278K Buy
+1,410
New +$280K 0.23% 118

Other funds holding MCD

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
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
Commonwealth Equity Services
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Samalin Investment Counsel's MCD Position: Q2 2026 in Review

Samalin Investment Counsel increased its McDonald's (MCD) stake by 0.15% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,633 shares worth $712K. The position accounts for 0.22% of the portfolio, ranked #111.

Samalin Investment Counsel first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $939K in Q1 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Samalin Investment Counsel held 2,633 shares of McDonald's worth $712K as of Q2 2026.
  • Samalin Investment Counsel bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
  • McDonald's made up 0.22% of Samalin Investment Counsel's portfolio in Q2 2026, its #111 holding.
  • Samalin Investment Counsel first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's McDonald's position peaked at $939K in Q1 2025.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.