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Southern Capital Advisors’s McDonald's MCD Stock Holding History

Southern Capital 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 		– Sell
-692
Closed -$215K – 88
2026
Q1 		$215K Hold
692
– – 0.1% 81
2025
Q4 		$211K Sell
692
-28
-4% -$8.58K 0.1% 80
2025
Q3 		$219K Hold
720
– – 0.1% 78
2025
Q2 		$210K Hold
720
– – 0.11% 77
2025
Q1 		$225K Buy
720
+14
+2% +$4.19K 0.12% 73
2024
Q4 		$205K Buy
706
+20
+3% +$5.96K 0.11% 72
2024
Q3 		$209K Buy
+686
New +$189K 0.12% 71

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Southern Capital Advisors's MCD Position: Q2 2026 in Review

Southern Capital Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 692 shares — an estimated $215K sold.

Southern Capital Advisors first reported a position in MCD in Q3 2024 and held it in 7 quarters. The position peaked at $225K in Q1 2025. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Southern Capital Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Southern Capital Advisors sold 692 McDonald's shares in Q2 2026, an estimated $215K.
  • Southern Capital Advisors first reported a position in McDonald's in Q3 2024 and held it in 7 quarters.
  • Southern Capital Advisors's McDonald's position peaked at $225K in Q1 2025.
  • 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.