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SlateStone Wealth’s McDonald's MCD Stock Holding History

SlateStone Wealth’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 		$4.49M Sell
16,596
-47
-0.3% -$13.5K 0.34% 73
2026
Q1 		$5.17M Buy
16,643
+729
+5% +$232K 0.43% 64
2025
Q4 		$4.86M Buy
15,914
+255
+2% +$78.1K 0.41% 68
2025
Q3 		$4.76M Hold
15,659
– – 0.41% 68
2025
Q2 		$4.58M Buy
15,659
+187
+1% +$57.7K 0.43% 69
2025
Q1 		$4.83M Buy
15,472
+182
+1% +$54.4K 0.49% 61
2024
Q4 		$4.43M Buy
15,290
+783
+5% +$233K 0.43% 65
2024
Q3 		$4.42M Sell
14,507
-3,878
-21% -$1.07M 0.4% 69
2024
Q2 		$4.68M Buy
18,385
+2,371
+15% +$629K 0.51% 50
2024
Q1 		$4.51M Buy
16,014
+2,698
+20% +$785K 0.45% 65
2023
Q4 		$3.95M Sell
13,316
-1,077
-7% -$293K 0.51% 53
2023
Q3 		$3.79M Buy
14,393
+5,900
+69% +$1.68M 0.55% 52
2023
Q2 		$2.54M Sell
8,493
-168
-2% -$48.8K 0.48% 49
2023
Q1 		$2.42M Buy
8,661
+2,168
+33% +$581K 0.5% 46
2022
Q4 		$1.71M Buy
6,493
+718
+12% +$189K 0.41% 51
2022
Q3 		$1.33M Sell
5,775
-2,228
-28% -$569K 0.35% 60
2022
Q2 		$1.98M Sell
8,003
-1,999
-20% -$492K 0.5% 45
2022
Q1 		$2.47M Buy
10,002
+528
+6% +$132K 0.55% 44
2021
Q4 		$2.54M Buy
9,474
+51
+0.5% +$12.9K 0.54% 49
2021
Q3 		$2.27M Sell
9,423
-496
-5% -$118K 0.52% 46
2021
Q2 		$2.29M Sell
9,919
-34
-0.3% -$7.91K 0.52% 47
2021
Q1 		$2.23M Sell
9,953
-225
-2% -$48.1K 0.55% 47
2020
Q4 		$2.18M Buy
10,178
+370
+4% +$80.5K 0.54% 49
2020
Q3 		$2.15M Sell
9,808
-68
-0.7% -$14K 0.46% 58
2020
Q2 		$1.82M Buy
9,876
+5,426
+122% +$995K 0.41% 66
2020
Q1 		$736K Sell
4,450
-7,632
-63% -$1.5M 0.21% 95
2019
Q4 		$2.39M Buy
12,082
+2,557
+27% +$507K 0.55% 49
2019
Q3 		$2.04M Buy
9,525
+342
+4% +$73.3K 0.6% 43
2019
Q2 		$1.91M Buy
9,183
+160
+2% +$31.7K 0.54% 50
2019
Q1 		$1.71M Buy
9,023
+981
+12% +$178K 0.53% 48
2018
Q4 		$1.43M Buy
+8,042
New +$1.43M 0.66% 41

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SlateStone Wealth's MCD Position: Q2 2026 in Review

SlateStone Wealth reduced its McDonald's (MCD) stake by 0.28% in Q2 2026, selling an estimated $13.5K and leaving 16,596 shares worth $4.49M. The position accounts for 0.34% of the portfolio, ranked #73.

SlateStone Wealth first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.17M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SlateStone Wealth held 16,596 shares of McDonald's worth $4.49M as of Q2 2026.
  • SlateStone Wealth sold 47 McDonald's shares in Q2 2026, an estimated $13.5K.
  • McDonald's made up 0.34% of SlateStone Wealth's portfolio in Q2 2026, its #73 holding.
  • SlateStone Wealth first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • SlateStone Wealth's McDonald's position peaked at $5.17M in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.