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Southland Equity Partners’s McDonald's MCD Stock Holding History

Southland Equity Partners’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 		$5.41M Buy
20,026
+584
+3% +$167K 0.95% 23
2026
Q1 		$6.04M Buy
19,442
+2
+0% +$637 1.18% 18
2025
Q4 		$5.94M Sell
19,440
-1,290
-6% -$395K 1.17% 20
2025
Q3 		$6.3M Sell
20,730
-57
-0.3% -$17.3K 1.28% 20
2025
Q2 		$6.07M Buy
20,787
+91
+0.4% +$28.1K 1.33% 19
2025
Q1 		$6.46M Buy
20,696
+34
+0.2% +$10.2K 1.51% 15
2024
Q4 		$5.99M Buy
20,662
+2,113
+11% +$630K 1.39% 16
2024
Q3 		$5.65M Buy
18,549
+5,119
+38% +$1.41M 1.37% 16
2024
Q2 		$3.42M Buy
13,430
+5,404
+67% +$1.43M 0.98% 24
2024
Q1 		$2.26M Buy
8,026
+2,514
+46% +$731K 0.64% 35
2023
Q4 		$1.63M Buy
5,512
+309
+6% +$84.1K 0.51% 37
2023
Q3 		$1.37M Buy
5,203
+66
+1% +$18.8K 0.47% 38
2023
Q2 		$1.53M Buy
5,137
+2,527
+97% +$734K 0.52% 37
2023
Q1 		$730K Buy
2,610
+636
+32% +$170K 0.29% 54
2022
Q4 		$520K Buy
1,974
+663
+51% +$175K 0.2% 73
2022
Q3 		$303K Buy
1,311
+20
+2% +$5.11K 0.15% 103
2022
Q2 		$319K Buy
1,291
+89
+7% +$21.9K 0.15% 106
2022
Q1 		$297K Sell
1,202
-38
-3% -$9.47K 0.12% 125
2021
Q4 		$332K Buy
1,240
+122
+11% +$30.8K 0.14% 111
2021
Q3 		$270K Buy
1,118
+118
+12% +$28.2K 0.12% 126
2021
Q2 		$231K Buy
1,000
+12
+1% +$2.79K 0.11% 143
2021
Q1 		$221K Buy
988
+10
+1% +$2.14K 0.13% 137
2020
Q4 		$210K Buy
+978
New +$213K 0.14% 121

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Southland Equity Partners's MCD Position: Q2 2026 in Review

Southland Equity Partners increased its McDonald's (MCD) stake by 3% in Q2 2026, buying an estimated $167K and bringing the position to 20,026 shares worth $5.41M. The position accounts for 0.95% of the portfolio, ranked #23.

Southland Equity Partners first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.46M in Q1 2025. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Southland Equity Partners held 20,026 shares of McDonald's worth $5.41M as of Q2 2026.
  • Southland Equity Partners bought 584 McDonald's shares in Q2 2026, an estimated $167K.
  • McDonald's made up 0.95% of Southland Equity Partners's portfolio in Q2 2026, its #23 holding.
  • Southland Equity Partners first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's McDonald's position peaked at $6.46M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.