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

Sulzberger 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 		$277K Hold
1,023
– – 0.27% 44
2026
Q1 		$318K Hold
1,023
– – 0.32% 40
2025
Q4 		$313K Hold
1,023
– – 0.32% 40
2025
Q3 		$311K Hold
1,023
– – 0.35% 38
2025
Q2 		$299K Hold
1,023
– – 0.35% 38
2025
Q1 		$320K Hold
1,023
– – 0.42% 36
2024
Q4 		$297K Buy
+1,023
New +$305K 0.34% 46

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

Sulzberger Capital Advisors's MCD Position: Q2 2026 in Review

Sulzberger Capital Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,023 shares worth $277K. The position accounts for 0.27% of the portfolio, ranked #44.

Sulzberger Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sulzberger Capital Advisors held 1,023 shares of McDonald's worth $277K as of Q2 2026.
  • Sulzberger Capital Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.27% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Sulzberger Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's McDonald's position peaked at $320K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.