Successful Portfolios’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 | $925K | Sell |
3,355
-48
| -1% | -$13.8K | 0.43% | 53 |
|
|
2026
Q1 | $1.05M | Sell |
3,403
-1,027
| -23% | -$327K | 0.58% | 45 |
|
|
2025
Q4 | $1.36M | Sell |
4,430
-28
| -0.6% | -$8.58K | 0.69% | 41 |
|
|
2025
Q3 | $1.35M | Sell |
4,458
-5
| -0.1% | -$1.52K | 0.79% | 34 |
|
|
2025
Q2 | $1.3M | Sell |
4,463
-18
| -0.4% | -$5.55K | 0.8% | 30 |
|
|
2025
Q1 | $1.4M | Sell |
4,481
-25
| -0.6% | -$7.48K | 0.95% | 30 |
|
|
2024
Q4 | $1.31M | Sell |
4,506
-28
| -0.6% | -$8.35K | 0.87% | 29 |
|
|
2024
Q3 | $1.38M | Sell |
4,534
-71
| -2% | -$19.6K | 0.93% | 31 |
|
|
2024
Q2 | $1.17M | Sell |
4,605
-375
| -8% | -$99.5K | 0.82% | 33 |
|
|
2024
Q1 | $1.4M | Buy |
4,980
+33
| +0.7% | +$9.6K | 0.96% | 28 |
|
|
2023
Q4 | $1.47M | Sell |
4,947
-85
| -2% | -$23.1K | 1.1% | 23 |
|
|
2023
Q3 | $1.33M | Sell |
5,032
-12
| -0.2% | -$3.42K | 1.17% | 21 |
|
|
2023
Q2 | $1.51M | Sell |
5,044
-636
| -11% | -$185K | 1.3% | 19 |
|
|
2023
Q1 | $1.59M | Sell |
5,680
-182
| -3% | -$48.8K | 1% | 21 |
|
|
2022
Q4 | $1.54M | Buy |
5,862
+165
| +3% | +$43.5K | 1.01% | 19 |
|
|
2022
Q3 | $1.31M | Sell |
5,697
-11
| -0.2% | -$2.81K | 0.95% | 22 |
|
|
2022
Q2 | $1.41M | Sell |
5,708
-4
| -0.1% | -$985 | 0.95% | 23 |
|
|
2022
Q1 | $1.41M | Sell |
5,712
-67
| -1% | -$16.7K | 0.8% | 26 |
|
|
2021
Q4 | $1.55M | Sell |
5,779
-38
| -0.7% | -$9.59K | 0.84% | 28 |
|
|
2021
Q3 | $1.4M | Buy |
5,817
+84
| +1% | +$20.1K | 0.84% | 27 |
|
|
2021
Q2 | $1.32M | Sell |
5,733
-514
| -8% | -$120K | 0.8% | 30 |
|
|
2021
Q1 | $1.4M | Buy |
6,247
+100
| +2% | +$21.4K | 0.92% | 26 |
|
|
2020
Q4 | $1.32M | Buy |
6,147
+264
| +4% | +$57.4K | 0.95% | 26 |
|
|
2020
Q3 | $1.29M | Buy |
5,883
+97
| +2% | +$19.9K | 1.03% | 24 |
|
|
2020
Q2 | $1.07M | Buy |
5,786
+11
| +0.2% | +$2.02K | 0.94% | 26 |
|
|
2020
Q1 | $955K | Buy |
5,775
+130
| +2% | +$25.6K | 0.97% | 23 |
|
|
2019
Q4 | $1.12M | Sell |
5,645
-107
| -2% | -$21.2K | 0.99% | 24 |
|
|
2019
Q3 | $1.24M | Buy |
5,752
+352
| +7% | +$75.5K | 1.16% | 19 |
|
|
2019
Q2 | $1.12M | Sell |
5,400
-19
| -0.4% | -$3.76K | 1.2% | 19 |
|
|
2019
Q1 | $1.03M | Sell |
5,419
-149
| -3% | -$27K | 1.13% | 20 |
|
|
2018
Q4 | $989K | Buy |
5,568
+39
| +0.7% | +$6.92K | 1.26% | 18 |
|
|
2018
Q3 | $925K | Sell |
5,529
-81
| -1% | -$13K | 1.01% | 25 |
|
|
2018
Q2 | $879K | Sell |
5,610
-171
| -3% | -$27.7K | 1.03% | 24 |
|
|
2018
Q1 | $904K | Sell |
5,781
-117
| -2% | -$19.2K | 1.1% | 23 |
|
|
2017
Q4 | $1.01M | Buy |
+5,898
| New | +$990K | 1.26% | 18 |
|
Other funds holding MCD
Successful Portfolios's MCD Position: Q2 2026 in Review
Successful Portfolios reduced its McDonald's (MCD) stake by 1.4% in Q2 2026, selling an estimated $13.8K and leaving 3,355 shares worth $925K. The position accounts for 0.43% of the portfolio, ranked #53.
Successful Portfolios first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.59M in Q1 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Successful Portfolios held 3,355 shares of McDonald's worth $925K as of Q2 2026.
- Successful Portfolios sold 48 McDonald's shares in Q2 2026, an estimated $13.8K.
- McDonald's made up 0.43% of Successful Portfolios's portfolio in Q2 2026, its #53 holding.
- Successful Portfolios first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's McDonald's position peaked at $1.59M in Q1 2023.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.