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Saxony Capital Management’s McDonald's MCD Stock Holding History

Saxony Capital Management’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 		$283K Buy
1,049
+281
+37% +$80.6K 0.13% 132
2026
Q1 		$239K Buy
768
+95
+14% +$30.3K 0.14% 136
2025
Q4 		$206K Sell
673
-25
-4% -$7.66K 0.13% 152
2025
Q3 		$212K Sell
698
-100
-13% -$30.4K 0.14% 143
2025
Q2 		$233K Hold
798
– – 0.18% 110
2025
Q1 		$249K Hold
798
– – 0.22% 95
2024
Q4 		$231K Sell
798
-1
-0.1% -$298 0.2% 107
2024
Q3 		$243K Buy
+799
New +$220K 0.22% 108
2024
Q2 		– Sell
-749
Closed -$211K – 131
2024
Q1 		$211K Buy
749
+50
+7% +$14.5K 0.25% 100
2023
Q4 		$207K Buy
+699
New +$190K 0.27% 95

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Saxony Capital Management's MCD Position: Q2 2026 in Review

Saxony Capital Management increased its McDonald's (MCD) stake by 37% in Q2 2026, buying an estimated $80.6K and bringing the position to 1,049 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #132.

Saxony Capital Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 922 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Saxony Capital Management held 1,049 shares of McDonald's worth $283K as of Q2 2026.
  • Saxony Capital Management bought 281 McDonald's shares in Q2 2026, an estimated $80.6K.
  • McDonald's made up 0.13% of Saxony Capital Management's portfolio in Q2 2026, its #132 holding.
  • Saxony Capital Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 922 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.