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Sivia Capital Partners’s McDonald's MCD Stock Holding History

Sivia Capital 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 		$247K Buy
913
+186
+26% +$53.3K 0.03% 483
2026
Q1 		$226K Sell
727
-1,405
-66% -$448K 0.04% 409
2025
Q4 		$652K Sell
2,132
-1
-0% -$306 0.13% 204
2025
Q3 		$648K Buy
2,133
+116
+6% +$35.3K 0.18% 97
2025
Q2 		$589K Buy
2,017
+206
+11% +$63.5K 0.2% 94
2025
Q1 		$566K Buy
1,811
+72
+4% +$21.5K 0.26% 60
2024
Q4 		$504K Buy
1,739
+140
+9% +$41.7K 0.25% 55
2024
Q3 		$487K Buy
1,599
+11
+0.7% +$3.03K 0.29% 59
2024
Q2 		$405K Sell
1,588
-521
-25% -$138K 0.27% 62
2024
Q1 		$595K Sell
2,109
-4
-0.2% -$1.16K 0.4% 40
2023
Q4 		$626K Buy
+2,113
New +$575K 0.48% 34

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Sivia Capital Partners's MCD Position: Q2 2026 in Review

Sivia Capital Partners increased its McDonald's (MCD) stake by 26% in Q2 2026, buying an estimated $53.3K and bringing the position to 913 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #483.

Sivia Capital Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $652K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sivia Capital Partners held 913 shares of McDonald's worth $247K as of Q2 2026.
  • Sivia Capital Partners bought 186 McDonald's shares in Q2 2026, an estimated $53.3K.
  • McDonald's made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #483 holding.
  • Sivia Capital Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Sivia Capital Partners's McDonald's position peaked at $652K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.