Stewardship Advisors’s McDonald's MCD Stock Holding History

Stewardship 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	$219K	Buy	811 +1	+0.1%	+$287	0.05%	168
2026 Q1	$252K	Hold	810	–	–	0.06%	137
2025 Q4	$248K	Sell	810 -37	-4%	-$11.3K	0.06%	132
2025 Q3	$257K	Buy	847 +1	+0.1%	+$304	0.06%	131
2025 Q2	$247K	Buy	846 +2	+0.2%	+$617	0.06%	128
2025 Q1	$264K	Buy	844 +18	+2%	+$5.38K	0.07%	116
2024 Q4	$239K	Buy	826 +40	+5%	+$11.9K	0.07%	133
2024 Q3	$239K	Buy	+786	New	+$217K	0.07%	125

Other funds holding MCD

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stewardship Advisors's MCD Position: Q2 2026 in Review

Stewardship Advisors increased its McDonald's (MCD) stake by 0.12% in Q2 2026, buying an estimated $287 and bringing the position to 811 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #168.

Stewardship Advisors first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $264K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Stewardship Advisors held 811 shares of McDonald's worth $219K as of Q2 2026.
Stewardship Advisors bought 1 McDonald's share in Q2 2026, an estimated $287.
McDonald's made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #168 holding.
Stewardship Advisors first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Stewardship Advisors's McDonald's position peaked at $264K in Q1 2025.
1,652 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.