Slocum, Gordon & Co’s McDonald's MCD Stock Holding History

Slocum, Gordon & Co’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	$3.95M	Sell	14,628 -640	-4%	-$184K	2.63%	11
2026 Q1	$4.75M	Buy	15,268 +4,595	+43%	+$1.46M	3.23%	9
2025 Q4	$3.26M	Buy	+10,673	New	+$3.27M	2.36%	15
2025 Q3	–	Sell	-688	Closed	-$201K	–	98
2025 Q2	$201K	Hold	688	–	–	0.16%	56
2025 Q1	$215K	Hold	688	–	–	0.16%	51
2024 Q4	$199K	Hold	688	–	–	0.16%	54
2024 Q3	$210K	Hold	688	–	–	0.08%	58
2024 Q2	$175K	Buy	688 +42	+7%	+$11.1K	0.13%	58
2024 Q1	$182K	Sell	646 -100	-13%	-$29.1K	0.14%	55
2023 Q4	$221K	Buy	746 +100	+15%	+$27.2K	0.19%	51
2023 Q3	$170K	Hold	646	–	–	0.15%	56
2023 Q2	$193K	Hold	646	–	–	0.14%	52
2023 Q1	$181K	Buy	646 +502	+349%	+$134K	0.15%	51
2022 Q4	$37.9K	Buy	+144	New	+$38K	0.02%	86

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Slocum, Gordon & Co's MCD Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $184K and leaving 14,628 shares worth $3.95M. The position accounts for 2.63% of the portfolio, ranked #11.

Slocum, Gordon & Co first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.75M in Q1 2026. 1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Slocum, Gordon & Co held 14,628 shares of McDonald's worth $3.95M as of Q2 2026.
Slocum, Gordon & Co sold 640 McDonald's shares in Q2 2026, an estimated $184K.
McDonald's made up 2.63% of Slocum, Gordon & Co's portfolio in Q2 2026, its #11 holding.
Slocum, Gordon & Co first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Slocum, Gordon & Co's McDonald's position peaked at $4.75M in Q1 2026.
1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.