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Sterling Investment Counsel’s McDonald's MCD Stock Holding History

Sterling Investment Counsel’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 		$1.52M Buy
5,624
+321
+6% +$92K 0.36% 51
2026
Q1 		$1.65M Buy
5,303
+37
+0.7% +$11.8K 0.46% 40
2025
Q4 		$1.59M Buy
5,266
+1,439
+38% +$441K 0.46% 38
2025
Q3 		$1.16M Buy
3,827
+1,586
+71% +$483K 0.37% 47
2025
Q2 		$655K Sell
2,241
-2,013
-47% -$621K 0.38% 42
2025
Q1 		$1.33M Buy
4,254
+2,104
+98% +$629K 0.45% 42
2024
Q4 		$623K Sell
2,150
-2,063
-49% -$615K 0.41% 42
2024
Q3 		$1.28M Buy
4,213
+221
+6% +$60.9K 0.46% 43
2024
Q2 		$1.02M Buy
3,992
+200
+5% +$53.1K 0.4% 47
2024
Q1 		$1.07M Buy
3,792
+139
+4% +$40.4K 0.49% 43
2023
Q4 		$1.08M Buy
3,653
+225
+7% +$61.2K 0.55% 37
2023
Q3 		$903K Buy
3,428
+87
+3% +$24.8K 0.52% 38
2023
Q2 		$997K Buy
3,341
+40
+1% +$11.6K 0.54% 34
2023
Q1 		$923K Buy
3,301
+139
+4% +$37.2K 0.55% 34
2022
Q4 		$833K Buy
3,162
+93
+3% +$24.5K 0.51% 39
2022
Q3 		$708K Buy
3,069
+1
+0% +$256 0.52% 34
2022
Q2 		$757K Buy
3,068
+304
+11% +$74.9K 0.58% 29
2022
Q1 		$683K Buy
2,764
+642
+30% +$160K 0.46% 40
2021
Q4 		$569K Buy
+2,122
New +$536K 0.39% 54

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

Sterling Investment Counsel's MCD Position: Q2 2026 in Review

Sterling Investment Counsel increased its McDonald's (MCD) stake by 6.1% in Q2 2026, buying an estimated $92K and bringing the position to 5,624 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #51.

Sterling Investment Counsel first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sterling Investment Counsel held 5,624 shares of McDonald's worth $1.52M as of Q2 2026.
  • Sterling Investment Counsel bought 321 McDonald's shares in Q2 2026, an estimated $92K.
  • McDonald's made up 0.36% of Sterling Investment Counsel's portfolio in Q2 2026, its #51 holding.
  • Sterling Investment Counsel first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Sterling Investment Counsel's McDonald's position peaked at $1.65M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.