Spirit of America Management Corp’s McDonald's MCD Stock Holding History

Spirit of America Management Corp’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	$697K	Hold	2,580	–	–	0.13%	156
2026 Q1	$802K	Hold	2,580	–	–	0.16%	139
2025 Q4	$789K	Hold	2,580	–	–	0.17%	142
2025 Q3	$784K	Hold	2,580	–	–	0.16%	146
2025 Q2	$754K	Hold	2,580	–	–	0.16%	142
2025 Q1	$806K	Hold	2,580	–	–	0.16%	135
2024 Q4	$748K	Hold	2,580	–	–	0.15%	136
2024 Q3	$786K	Hold	2,580	–	–	0.16%	127
2024 Q2	$657K	Hold	2,580	–	–	0.13%	134
2024 Q1	$727K	Hold	2,580	–	–	0.15%	127
2023 Q4	$765K	Sell	2,580 -400	-13%	-$109K	0.17%	123
2023 Q3	$785K	Hold	2,980	–	–	0.18%	104
2023 Q2	$889K	Hold	2,980	–	–	0.2%	101
2023 Q1	$833K	Hold	2,980	–	–	0.19%	108
2022 Q4	$785K	Hold	2,980	–	–	0.18%	115
2022 Q3	$688K	Sell	2,980 -200	-6%	-$51.1K	0.16%	125
2022 Q2	$785K	Sell	3,180 -400	-11%	-$98.5K	0.18%	115
2022 Q1	$885K	Sell	3,580 -1,200	-25%	-$299K	0.17%	111
2021 Q4	$1.28M	Sell	4,780 -100	-2%	-$25.2K	0.26%	100
2021 Q3	$1.18M	Hold	4,880	–	–	0.25%	104
2021 Q2	$1.13M	Hold	4,880	–	–	0.24%	104
2021 Q1	$1.09M	Hold	4,880	–	–	0.26%	98
2020 Q4	$1.05M	Hold	4,880	–	–	0.26%	102
2020 Q3	$1.07M	Sell	4,880 -1,800	-27%	-$370K	0.29%	95
2020 Q2	$1.23M	Sell	6,680 -300	-4%	-$55K	0.32%	82
2020 Q1	$1.15M	Sell	6,980 -1,150	-14%	-$227K	0.37%	79
2019 Q4	$1.61M	Buy	8,130 +200	+3%	+$39.7K	0.28%	82
2019 Q3	$1.7M	Hold	7,930	–	–	0.28%	82
2019 Q2	$1.65M	Hold	7,930	–	–	0.25%	87
2019 Q1	$1.51M	Hold	7,930	–	–	0.22%	93
2018 Q4	$1.41M	Hold	7,930	–	–	0.22%	96
2018 Q3	$1.33M	Sell	7,930 -750	-9%	-$120K	0.16%	115
2018 Q2	$1.36M	Sell	8,680 -300	-3%	-$48.6K	0.17%	108
2018 Q1	$1.4M	Hold	8,980	–	–	0.18%	104
2017 Q4	$1.55M	Buy	8,980 +600	+7%	+$101K	0.17%	105
2017 Q3	$1.31M	Hold	8,380	–	–	0.14%	113
2017 Q2	$1.28M	Buy	8,380 +700	+9%	+$101K	0.14%	113
2017 Q1	$995K	Hold	7,680	–	–	0.11%	130
2016 Q4	$935K	Hold	7,680	–	–	0.11%	135
2016 Q3	$886K	Sell	7,680 -1,700	-18%	-$201K	0.12%	137
2016 Q2	$1.13M	Hold	9,380	–	–	0.17%	103
2016 Q1	$1.18M	Buy	9,380 +1,800	+24%	+$215K	0.21%	95
2015 Q4	$896K	Buy	7,580 +1,900	+33%	+$212K	0.17%	117
2015 Q3	$560K	Hold	5,680	–	–	0.12%	165
2015 Q2	$540K	Hold	5,680	–	–	0.1%	184
2015 Q1	$553K	Buy	5,680 +2,000	+54%	+$190K	0.12%	174
2014 Q4	$345K	Sell	3,680 -3,500	-49%	-$328K	0.09%	223
2014 Q3	$681K	Sell	7,180 -2,200	-23%	-$210K	0.21%	145
2014 Q2	$945K	Hold	9,380	–	–	0.38%	87
2014 Q1	$920K	Buy	+9,380	New	+$897K	0.38%	86
2013 Q4	–	Sell	-9,380	Closed	-$902K	–	145
2013 Q3	$902K	Hold	9,380	–	–	0.33%	96
2013 Q2	$929K	Buy	+9,380	New	+$939K	0.34%	94

Other funds holding MCD

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Spirit of America Management Corp's MCD Position: Q2 2026 in Review

Spirit of America Management Corp held its McDonald's (MCD) position steady in Q2 2026 at 2,580 shares worth $697K. The position accounts for 0.13% of the portfolio, ranked #156.

Spirit of America Management Corp first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.7M in Q3 2019. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Spirit of America Management Corp held 2,580 shares of McDonald's worth $697K as of Q2 2026.
Spirit of America Management Corp left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.13% of Spirit of America Management Corp's portfolio in Q2 2026, its #156 holding.
Spirit of America Management Corp first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's McDonald's position peaked at $1.7M in Q3 2019.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.