South Street Advisors’s McDonald's MCD Stock Holding History

South Street Advisors’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	$994K	Hold	3,679	–	–	0.13%	48
2026 Q1	$1.14M	Hold	3,679	–	–	0.17%	46
2025 Q4	$1.12M	Buy	3,679 +61	+2%	+$18.7K	0.16%	47
2025 Q3	$1.1M	Hold	3,618	–	–	0.14%	48
2025 Q2	$1.06M	Hold	3,618	–	–	0.16%	45
2025 Q1	$1.13M	Hold	3,618	–	–	0.18%	45
2024 Q4	$1.05M	Sell	3,618 -1,034	-22%	-$308K	0.16%	46
2024 Q3	$1.42M	Buy	4,652 +34	+0.7%	+$9.37K	0.22%	46
2024 Q2	$1.18M	Sell	4,618 -55	-1%	-$14.6K	0.18%	46
2024 Q1	$1.32M	Buy	4,673 +55	+1%	+$16K	0.21%	45
2023 Q4	$1.37M	Hold	4,618	–	–	0.26%	44
2023 Q3	$1.22M	Sell	4,618 -36	-0.8%	-$10.3K	0.24%	46
2023 Q2	$1.39M	Hold	4,654	–	–	0.28%	46
2023 Q1	$1.3M	Sell	4,654 -76	-2%	-$20.4K	0.27%	45
2022 Q4	$1.25M	Hold	4,730	–	–	0.28%	44
2022 Q3	$1.09M	Hold	4,730	–	–	0.27%	45
2022 Q2	$1.17M	Hold	4,730	–	–	0.27%	45
2022 Q1	$1.17M	Hold	4,730	–	–	0.22%	47
2021 Q4	$1.27M	Hold	4,730	–	–	0.22%	45
2021 Q3	$1.14M	Hold	4,730	–	–	0.22%	47
2021 Q2	$1.09M	Buy	+4,730	New	+$1.1M	0.2%	41
2021 Q1	–	Sell	-4,730	Closed	-$1.01M	–	51
2020 Q4	$1.01M	Hold	4,730	–	–	0.22%	35
2020 Q3	$1.04M	Sell	4,730 -300	-6%	-$61.6K	0.25%	33
2020 Q2	$928K	Hold	5,030	–	–	0.25%	33
2020 Q1	$832K	Hold	5,030	–	–	0.27%	34
2019 Q4	$994K	Sell	5,030 -280	-5%	-$55.5K	0.26%	37
2019 Q3	$1.14M	Hold	5,310	–	–	0.33%	35
2019 Q2	$1.1M	Hold	5,310	–	–	0.33%	39
2019 Q1	$1.01M	Hold	5,310	–	–	0.31%	41
2018 Q4	$943K	Hold	5,310	–	–	0.33%	39
2018 Q3	$888	Hold	5,310	–	–	0.14%	42
2018 Q2	$832K	Hold	5,310	–	–	0.25%	41
2018 Q1	$830	Buy	5,310 +150	+3%	+$24.7K	0.08%	41
2017 Q4	$888K	Sell	5,160 -50	-1%	-$8.4K	0.27%	40
2017 Q3	$816	Hold	5,210	–	–	0.16%	39
2017 Q2	$797K	Hold	5,210	–	–	0.26%	41
2017 Q1	$675	Hold	5,210	–	–	0.09%	44
2016 Q4	$634K	Sell	5,210 -790	-13%	-$92.6K	0.22%	43
2016 Q3	$692K	Sell	6,000 -900	-13%	-$107K	0.21%	41
2016 Q2	$830K	Hold	6,900	–	–	0.26%	39
2016 Q1	$867K	Buy	6,900 +3,000	+77%	+$358K	0.29%	37
2015 Q4	$460K	Hold	3,900	–	–	0.15%	43
2015 Q3	$384K	Hold	3,900	–	–	0.13%	48
2015 Q2	$370K	Buy	3,900 +1,318	+51%	+$127K	0.12%	47
2015 Q1	$26.5K	Sell	2,582 -23,918	-90%	-$2.27M	7.83%	1
2014 Q4	$2.48M	Hold	26,500	–	–	0.82%	32
2014 Q3	$2.51M	Hold	26,500	–	–	0.91%	32
2014 Q2	$2.67K	Buy	26,500 +1,080	+4%	+$109K	0.76%	31
2014 Q1	$2.49M	Hold	25,420	–	–	0.99%	30
2013 Q4	$2.47M	Buy	25,420 +600	+2%	+$57.6K	1.03%	30
2013 Q3	$2.39M	Hold	24,820	–	–	1.14%	30
2013 Q2	$2.46M	Buy	+24,820	New	+$2.49M	1.29%	28

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

South Street Advisors's MCD Position: Q2 2026 in Review

South Street Advisors held its McDonald's (MCD) position steady in Q2 2026 at 3,679 shares worth $994K. The position accounts for 0.13% of the portfolio, ranked #48.

South Street Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.51M in Q3 2014. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

South Street Advisors held 3,679 shares of McDonald's worth $994K as of Q2 2026.
South Street Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.13% of South Street Advisors's portfolio in Q2 2026, its #48 holding.
South Street Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
South Street Advisors's McDonald's position peaked at $2.51M in Q3 2014.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.