Simon Quick Advisors’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 | $3.05M | Sell |
11,270
-965
| -8% | -$277K | 0.12% | 118 |
|
|
2026
Q1 | $3.8M | Buy |
12,235
+1,818
| +17% | +$579K | 0.17% | 92 |
|
|
2025
Q4 | $3.18M | Buy |
10,417
+43
| +0.4% | +$13.2K | 0.14% | 103 |
|
|
2025
Q3 | $3.15M | Sell |
10,374
-1
| -0% | -$304 | 0.14% | 104 |
|
|
2025
Q2 | $3.03M | Buy |
10,375
+2,787
| +37% | +$859K | 0.15% | 94 |
|
|
2025
Q1 | $2.37M | Buy |
7,588
+2,200
| +41% | +$658K | 0.13% | 77 |
|
|
2024
Q4 | $1.56M | Buy |
5,388
+428
| +9% | +$128K | 0.09% | 94 |
|
|
2024
Q3 | $1.51M | Buy |
4,960
+888
| +22% | +$245K | 0.1% | 100 |
|
|
2024
Q2 | $1.04M | Buy |
4,072
+973
| +31% | +$258K | 0.07% | 127 |
|
|
2024
Q1 | $874K | Buy |
3,099
+293
| +10% | +$85.2K | 0.07% | 137 |
|
|
2023
Q4 | $832K | Buy |
2,806
+84
| +3% | +$22.9K | 0.07% | 126 |
|
|
2023
Q3 | $717K | Sell |
2,722
-55
| -2% | -$15.7K | 0.07% | 136 |
|
|
2023
Q2 | $829K | Buy |
2,777
+202
| +8% | +$58.7K | 0.08% | 116 |
|
|
2023
Q1 | $720K | Buy |
2,575
+364
| +16% | +$97.5K | 0.08% | 122 |
|
|
2022
Q4 | $583K | Buy |
2,211
+461
| +26% | +$122K | 0.07% | 125 |
|
|
2022
Q3 | $404K | Buy |
1,750
+16
| +0.9% | +$4.09K | 0.06% | 132 |
|
|
2022
Q2 | $450K | Buy |
1,734
+1,627
| +1,521% | +$401K | 0.06% | 123 |
|
|
2022
Q1 | $26K | Sell |
107
-661
| -86% | -$165K | 0.01% | 263 |
|
|
2021
Q4 | $206K | Buy |
768
+83
| +12% | +$21K | 0.06% | 112 |
|
|
2021
Q3 | $165K | Buy |
685
+272
| +66% | +$64.9K | 0.04% | 132 |
|
|
2021
Q2 | $95K | Buy |
413
+13
| +3% | +$3.02K | 0.03% | 153 |
|
|
2021
Q1 | $89K | Sell |
400
-24
| -6% | -$5.13K | 0.03% | 155 |
|
|
2020
Q4 | $91K | Sell |
424
-308
| -42% | -$67K | 0.03% | 151 |
|
|
2020
Q3 | $161K | Buy |
732
+29
| +4% | +$5.95K | 0.05% | 100 |
|
|
2020
Q2 | $130K | Buy |
703
+26
| +4% | +$4.77K | 0.05% | 106 |
|
|
2020
Q1 | $112K | Buy |
677
+33
| +5% | +$6.5K | 0.04% | 114 |
|
|
2019
Q4 | $127K | Buy |
644
+300
| +87% | +$59.5K | 0.05% | 123 |
|
|
2019
Q3 | $74K | Buy |
344
+300
| +682% | +$64.3K | 0.03% | 141 |
|
|
2019
Q2 | $9.14K | Sell |
44
-425
| -91% | -$84.2K | ﹤0.01% | 231 |
|
|
2019
Q1 | $89K | Buy |
469
+50
| +12% | +$9.07K | 0.04% | 131 |
|
|
2018
Q4 | $74K | Sell |
419
-175
| -29% | -$31K | 0.03% | 141 |
|
|
2018
Q3 | $99K | Buy |
594
+138
| +30% | +$22.1K | 0.04% | 117 |
|
|
2018
Q2 | $71K | Sell |
456
-338
| -43% | -$54.8K | 0.03% | 149 |
|
|
2018
Q1 | $124K | Buy |
794
+352
| +80% | +$57.9K | 0.05% | 118 |
|
|
2017
Q4 | $76K | Sell |
442
-2,394
| -84% | -$402K | 0.03% | 182 |
|
|
2017
Q3 | $444K | Buy |
2,836
+458
| +19% | +$71.8K | 0.16% | 65 |
|
|
2017
Q2 | $364K | Sell |
2,378
-116
| -5% | -$16.8K | 0.21% | 43 |
|
|
2017
Q1 | $323K | Buy |
2,494
+1,519
| +156% | +$191K | 0.19% | 55 |
|
|
2016
Q4 | $119K | Buy |
+975
| New | +$114K | 0.09% | 114 |
|
Other funds holding MCD
Simon Quick Advisors's MCD Position: Q2 2026 in Review
Simon Quick Advisors reduced its McDonald's (MCD) stake by 7.9% in Q2 2026, selling an estimated $277K and leaving 11,270 shares worth $3.05M. The position accounts for 0.12% of the portfolio, ranked #118.
Simon Quick Advisors first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.8M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Simon Quick Advisors held 11,270 shares of McDonald's worth $3.05M as of Q2 2026.
- Simon Quick Advisors sold 965 McDonald's shares in Q2 2026, an estimated $277K.
- McDonald's made up 0.12% of Simon Quick Advisors's portfolio in Q2 2026, its #118 holding.
- Simon Quick Advisors first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
- Simon Quick Advisors's McDonald's position peaked at $3.8M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.