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

Stolper & 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 		$2.14M Buy
7,903
+6,808
+622% +$1.95M 0.55% 55
2026
Q1 		$547K Sell
1,095
-6,337
-85% -$2.02M 0.16% 76
2025
Q4 		$2.27M Buy
7,432
+229
+3% +$70.1K 0.67% 44
2025
Q3 		$2.19M Buy
7,203
+187
+3% +$56.9K 0.66% 46
2025
Q2 		$2.05M Sell
7,016
-16
-0.2% -$4.93K 0.67% 47
2025
Q1 		$2.2M Buy
7,032
+44
+0.6% +$13.2K 0.72% 43
2024
Q4 		$2.03M Buy
6,988
+76
+1% +$22.7K 0.67% 43
2024
Q3 		$2.1M Sell
6,912
-84
-1% -$23.2K 0.69% 43
2024
Q2 		$1.78M Buy
6,996
+216
+3% +$57.3K 0.63% 48
2024
Q1 		$1.91M Buy
6,780
+72
+1% +$20.9K 0.69% 46
2023
Q4 		$1.99M Sell
6,708
-81
-1% -$22K 0.8% 33
2023
Q3 		$1.79M Sell
6,789
-36
-0.5% -$10.3K 0.78% 39
2023
Q2 		$2.04M Sell
6,825
-40
-0.6% -$11.6K 0.86% 33
2023
Q1 		$1.92M Buy
6,865
+82
+1% +$22K 0.82% 35
2022
Q4 		$1.79M Sell
6,783
-1,315
-16% -$347K 0.78% 41
2022
Q3 		$1.87M Buy
8,098
+481
+6% +$123K 0.92% 40
2022
Q2 		$1.88M Buy
7,617
+331
+5% +$81.5K 0.88% 44
2022
Q1 		$1.8M Buy
7,286
+249
+4% +$62K 0.76% 49
2021
Q4 		$1.89M Buy
7,037
+36
+0.5% +$9.09K 0.84% 37
2021
Q3 		$1.69M Buy
7,001
+175
+3% +$41.8K 0.81% 40
2021
Q2 		$1.58M Buy
6,826
+76
+1% +$17.7K 0.74% 42
2021
Q1 		$1.51M Buy
6,750
+32
+0.5% +$6.84K 0.78% 43
2020
Q4 		$1.44M Buy
6,718
+128
+2% +$27.8K 0.81% 43
2020
Q3 		$1.45M Sell
6,590
-685
-9% -$141K 0.93% 35
2020
Q2 		$1.34M Sell
7,275
-514
-7% -$94.2K 0.88% 41
2020
Q1 		$1.29M Buy
+7,789
New +$1.53M 0.92% 40

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

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

Stolper & Co increased its McDonald's (MCD) stake by 622% in Q2 2026, buying an estimated $1.95M and bringing the position to 7,903 shares worth $2.14M. The position accounts for 0.55% of the portfolio, ranked #55.

Stolper & Co first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.27M in Q4 2025. 727 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stolper & Co held 7,903 shares of McDonald's worth $2.14M as of Q2 2026.
  • Stolper & Co bought 6,808 McDonald's shares in Q2 2026, an estimated $1.95M.
  • McDonald's made up 0.55% of Stolper & Co's portfolio in Q2 2026, its #55 holding.
  • Stolper & Co first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Stolper & Co's McDonald's position peaked at $2.27M in Q4 2025.
  • 727 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.