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Stokes Capital Advisors’s McDonald's MCD Stock Holding History

Stokes Capital 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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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. 1,157 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.
  • 1,157 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.