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Steph & Co’s McDonald's MCD Stock Holding History

Steph & 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 		$7.03K Sell
26
-43
-62% -$12.3K ﹤0.01% 270
2026
Q1 		$21.4K Hold
69
– – 0.01% 248
2025
Q4 		$21.1K Buy
69
+4
+6% +$1.23K 0.01% 251
2025
Q3 		$19.8K Buy
65
+41
+171% +$12.5K 0.01% 250
2025
Q2 		$7.01K Hold
24
– – ﹤0.01% 285
2025
Q1 		$7.5K Sell
24
-14
-37% -$4.19K ﹤0.01% 246
2024
Q4 		$11K Sell
38
-17
-31% -$5.07K ﹤0.01% 241
2024
Q3 		$16.7K Hold
55
– – 0.01% 238
2024
Q2 		$14K Buy
55
+5
+10% +$1.33K ﹤0.01% 229
2024
Q1 		$14.1K Buy
+50
New +$14.5K ﹤0.01% 245
2023
Q4 		– Sell
-47
Closed -$12.4K – 277
2023
Q3 		$12.4K Buy
+47
New +$13.4K 0.01% 234
2022
Q2 		– Sell
-135
Closed -$33K – 274
2022
Q1 		$33K Sell
135
-175
-56% -$43.6K 0.02% 208
2021
Q4 		$83K Buy
+310
New +$78.3K 0.05% 161
2020
Q2 		– Sell
-200
Closed -$33K – 255
2020
Q1 		$33K Hold
200
– – 0.04% 154
2019
Q4 		$40K Buy
+200
New +$39.7K 0.03% 174

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Steph & Co's MCD Position: Q2 2026 in Review

Steph & Co reduced its McDonald's (MCD) stake by 62% in Q2 2026, selling an estimated $12.3K and leaving 26 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Steph & Co first reported a position in MCD in Q4 2019 and has held it in 15 quarters since. The position peaked at $83K in Q4 2021. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Steph & Co held 26 shares of McDonald's worth $7.03K as of Q2 2026.
  • Steph & Co sold 43 McDonald's shares in Q2 2026, an estimated $12.3K.
  • McDonald's made up ﹤0.01% of Steph & Co's portfolio in Q2 2026, its #270 holding.
  • Steph & Co first reported a position in McDonald's in Q4 2019 and has held it in 15 quarters since.
  • Steph & Co's McDonald's position peaked at $83K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.