Seamount Financial Group’s McDonald's MCD Stock Holding History

Seamount Financial Group’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	$597K	Sell	2,208 -100	-4%	-$28.7K	0.24%	86
2026 Q1	$717K	Sell	2,308 -20	-0.9%	-$6.37K	0.32%	68
2025 Q4	$712K	Buy	2,328 +4	+0.2%	+$1.23K	0.32%	70
2025 Q3	$706K	Hold	2,324	–	–	0.33%	70
2025 Q2	$679K	Buy	2,324 +65	+3%	+$20K	0.35%	68
2025 Q1	$706K	Sell	2,259 -34	-1%	-$10.2K	0.48%	56
2024 Q4	$665K	Sell	2,293 -75	-3%	-$22.4K	0.46%	58
2024 Q3	$721K	Buy	2,368 +70	+3%	+$19.3K	0.54%	52
2024 Q2	$586K	Buy	2,298 +238	+12%	+$63.1K	0.48%	54
2024 Q1	$581K	Sell	2,060 -220	-10%	-$64K	0.51%	52
2023 Q4	$676K	Buy	+2,280	New	+$621K	0.65%	46

Other funds holding MCD

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Seamount Financial Group's MCD Position: Q2 2026 in Review

Seamount Financial Group reduced its McDonald's (MCD) stake by 4.3% in Q2 2026, selling an estimated $28.7K and leaving 2,208 shares worth $597K. The position accounts for 0.24% of the portfolio, ranked #86.

Seamount Financial Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $721K in Q3 2024. 1,164 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Seamount Financial Group held 2,208 shares of McDonald's worth $597K as of Q2 2026.
Seamount Financial Group sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
McDonald's made up 0.24% of Seamount Financial Group's portfolio in Q2 2026, its #86 holding.
Seamount Financial Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's McDonald's position peaked at $721K in Q3 2024.
1,164 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.