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SJS Investment Consulting’s McDonald's MCD Stock Holding History

SJS Investment Consulting’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 		$2.52M Sell
9,331
-1,210
-11% -$347K 0.27% 30
2026
Q1 		$3.28M Sell
10,541
-1,011
-9% -$322K 0.4% 26
2025
Q4 		$3.53M Sell
11,552
-244
-2% -$74.7K 0.45% 23
2025
Q3 		$3.58M Buy
11,796
+1,647
+16% +$501K 0.49% 20
2025
Q2 		$2.97M Buy
10,149
+116
+1% +$35.8K 0.47% 20
2025
Q1 		$3.13M Buy
10,033
+4
+0% +$1.2K 0.53% 20
2024
Q4 		$2.91M Sell
10,029
-154
-2% -$45.9K 0.5% 20
2024
Q3 		$3.1M Buy
10,183
+73
+0.7% +$20.1K 0.55% 18
2024
Q2 		$2.58M Sell
10,110
-31
-0.3% -$8.22K 0.5% 19
2024
Q1 		$2.86M Buy
10,141
+32
+0.3% +$9.31K 0.57% 18
2023
Q4 		$3M Buy
10,109
+4
+0% +$1.09K 0.68% 11
2023
Q3 		$2.66M Buy
10,105
+4
+0% +$1.14K 0.67% 10
2023
Q2 		$3.01M Sell
10,101
-75
-0.7% -$21.8K 0.76% 10
2023
Q1 		$2.85M Buy
10,176
+6
+0.1% +$1.61K 0.78% 10
2022
Q4 		$2.68M Sell
10,170
-166
-2% -$43.8K 0.8% 8
2022
Q3 		$2.38M Buy
+10,336
New +$2.64M 0.81% 8
2022
Q1 		$2.45M Sell
9,903
-12
-0.1% -$2.99K 0.75% 10
2021
Q4 		$2.66M Buy
+9,915
New +$2.5M 0.8% 6

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SJS Investment Consulting's MCD Position: Q2 2026 in Review

SJS Investment Consulting reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $347K and leaving 9,331 shares worth $2.52M. The position accounts for 0.27% of the portfolio, ranked #30.

SJS Investment Consulting first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.58M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SJS Investment Consulting held 9,331 shares of McDonald's worth $2.52M as of Q2 2026.
  • SJS Investment Consulting sold 1,210 McDonald's shares in Q2 2026, an estimated $347K.
  • McDonald's made up 0.27% of SJS Investment Consulting's portfolio in Q2 2026, its #30 holding.
  • SJS Investment Consulting first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's McDonald's position peaked at $3.58M in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.