Stokes Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.3M | Sell |
38,095
-603
| -2% | -$173K | 2.21% | 15 |
|
|
2026
Q1 | $12M | Sell |
38,698
-2,486
| -6% | -$792K | 2.7% | 7 |
|
|
2025
Q4 | $12.6M | Buy |
41,184
+84
| +0.2% | +$25.7K | 2.87% | 8 |
|
|
2025
Q3 | $12.5M | Buy |
41,100
+3,407
| +9% | +$1.04M | 2.91% | 6 |
|
|
2025
Q2 | $11M | Buy |
37,693
+1,168
| +3% | +$360K | 2.7% | 9 |
|
|
2025
Q1 | $11.4M | Buy |
36,525
+2,509
| +7% | +$750K | 2.9% | 5 |
|
|
2024
Q4 | $9.86M | Buy |
34,016
+778
| +2% | +$232K | 2.55% | 10 |
|
|
2024
Q3 | $10.1M | Buy |
33,238
+573
| +2% | +$158K | 2.59% | 8 |
|
|
2024
Q2 | $8.32M | Buy |
32,665
+3,898
| +14% | +$1.03M | 2.32% | 11 |
|
|
2024
Q1 | $8.11M | Buy |
28,767
+1,693
| +6% | +$492K | 2.36% | 13 |
|
|
2023
Q4 | $8.03M | Buy |
27,074
+565
| +2% | +$154K | 2.54% | 10 |
|
|
2023
Q3 | $6.98M | Buy |
26,509
+795
| +3% | +$227K | 2.44% | 9 |
|
|
2023
Q2 | $7.67M | Sell |
25,714
-1,340
| -5% | -$389K | 2.58% | 6 |
|
|
2023
Q1 | $7.56M | Sell |
27,054
-323
| -1% | -$86.5K | 2.57% | 6 |
|
|
2022
Q4 | $7.21M | Sell |
27,377
-1,444
| -5% | -$381K | 2.48% | 8 |
|
|
2022
Q3 | $6.65M | Sell |
28,821
-141
| -0.5% | -$36K | 2.47% | 8 |
|
|
2022
Q2 | $7.15M | Buy |
28,962
+256
| +0.9% | +$63K | 2.5% | 7 |
|
|
2022
Q1 | $7.1M | Buy |
28,706
+737
| +3% | +$184K | 2.07% | 14 |
|
|
2021
Q4 | $7.5M | Sell |
27,969
-62
| -0.2% | -$15.7K | 2.23% | 11 |
|
|
2021
Q3 | $6.76M | Buy |
28,031
+566
| +2% | +$135K | 2.18% | 11 |
|
|
2021
Q2 | $6.34M | Buy |
27,465
+2,828
| +11% | +$658K | 2.08% | 16 |
|
|
2021
Q1 | $5.52M | Buy |
24,637
+631
| +3% | +$135K | 2.26% | 10 |
|
|
2020
Q4 | $5.15M | Buy |
24,006
+360
| +2% | +$78.3K | 2.24% | 8 |
|
|
2020
Q3 | $5.19M | Sell |
23,646
-1,373
| -5% | -$282K | 2.5% | 8 |
|
|
2020
Q2 | $4.62M | Buy |
25,019
+1,037
| +4% | +$190K | 2.44% | 7 |
|
|
2020
Q1 | $3.96M | Buy |
23,982
+443
| +2% | +$87.3K | 2.38% | 8 |
|
|
2019
Q4 | $4.65M | Buy |
23,539
+4,129
| +21% | +$819K | 2.35% | 8 |
|
|
2019
Q3 | $4.17M | Buy |
19,410
+1,105
| +6% | +$237K | 2.25% | 8 |
|
|
2019
Q2 | $3.8M | Buy |
18,305
+2,385
| +15% | +$472K | 2.16% | 8 |
|
|
2019
Q1 | $3.02M | Buy |
+15,920
| New | +$2.89M | 1.82% | 17 |
|
Other funds holding MCD
Stokes Capital Advisors's MCD Position: Q2 2026 in Review
Stokes Capital Advisors reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $173K and leaving 38,095 shares worth $10.3M. The position accounts for 2.21% of the portfolio, ranked #15.
Stokes Capital Advisors first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.6M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Stokes Capital Advisors held 38,095 shares of McDonald's worth $10.3M as of Q2 2026.
- Stokes Capital Advisors sold 603 McDonald's shares in Q2 2026, an estimated $173K.
- McDonald's made up 2.21% of Stokes Capital Advisors's portfolio in Q2 2026, its #15 holding.
- Stokes Capital Advisors first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
- Stokes Capital Advisors's McDonald's position peaked at $12.6M in Q4 2025.
- 3,464 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.