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Telos Capital Management’s McDonald's MCD Stock Holding History

Telos Capital Management’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 		$5.86M Buy
21,681
+539
+3% +$155K 0.52% 68
2026
Q1 		$6.57M Buy
21,142
+176
+0.8% +$56.1K 0.63% 66
2025
Q4 		$6.41M Buy
20,966
+239
+1% +$73.2K 0.6% 66
2025
Q3 		$6.3M Buy
20,727
+204
+1% +$62.1K 0.6% 68
2025
Q2 		$6M Sell
20,523
-1,502
-7% -$463K 0.61% 67
2025
Q1 		$6.88M Sell
22,025
-563
-2% -$168K 0.75% 47
2024
Q4 		$6.55M Buy
22,588
+275
+1% +$82K 0.7% 55
2024
Q3 		$6.79M Buy
22,313
+319
+1% +$87.9K 0.71% 54
2024
Q2 		$5.6M Buy
21,994
+651
+3% +$173K 0.62% 60
2024
Q1 		$6.02M Buy
21,343
+258
+1% +$75K 0.68% 52
2023
Q4 		$6.25M Buy
21,085
+20,270
+2,487% +$5.52M 0.76% 42
2023
Q3 		$215K Buy
815
+15
+2% +$4.28K 0.03% 179
2023
Q2 		$239K Sell
800
-79
-9% -$23K 0.03% 183
2023
Q1 		$246K Buy
879
+58
+7% +$15.5K 0.03% 178
2022
Q4 		$216K Buy
+821
New +$217K 0.03% 181
2022
Q3 		– Sell
-852
Closed -$210K – 174
2022
Q2 		$210K Buy
+852
New +$210K 0.03% 168
2022
Q1 		– Sell
-914
Closed -$245K – 194
2021
Q4 		$245K Sell
914
-10
-1% -$2.52K 0.03% 172
2021
Q3 		$223K Hold
924
– – 0.03% 168
2021
Q2 		$214K Sell
924
-152
-14% -$35.4K 0.03% 176
2021
Q1 		$241K Sell
1,076
-574
-35% -$123K 0.03% 162
2020
Q4 		$354K Buy
1,650
+14
+0.9% +$3.04K 0.05% 140
2020
Q3 		$359K Sell
1,636
-65
-4% -$13.3K 0.06% 134
2020
Q2 		$314K Sell
1,701
-8,000
-82% -$1.47M 0.06% 143
2020
Q1 		$1.6M Buy
9,701
+4,668
+93% +$920K 0.4% 77
2019
Q4 		$995K Buy
5,033
+100
+2% +$19.8K 0.23% 98
2019
Q3 		$1.06M Buy
4,933
+506
+11% +$108K 0.29% 89
2019
Q2 		$919K Sell
4,427
-20
-0.4% -$3.96K 0.27% 88
2019
Q1 		$844K Sell
4,447
-237
-5% -$43K 0.26% 88
2018
Q4 		$832K Sell
4,684
-30
-0.6% -$5.32K 0.31% 85
2018
Q3 		$789K Sell
4,714
-31
-0.7% -$4.97K 0.25% 93
2018
Q2 		$744K Buy
4,745
+162
+4% +$26.3K 0.26% 90
2018
Q1 		$717K Sell
4,583
-8,290
-64% -$1.36M 0.25% 93
2017
Q4 		$2.22M Sell
12,873
-369
-3% -$62K 0.78% 54
2017
Q3 		$2.08M Sell
13,242
-167
-1% -$26.2K 0.8% 55
2017
Q2 		$2.05M Sell
13,409
-296
-2% -$42.8K 0.82% 52
2017
Q1 		$1.78M Sell
13,705
-29
-0.2% -$3.64K 0.74% 56
2016
Q4 		$1.67M Buy
13,734
+7
+0.1% +$821 0.74% 58
2016
Q3 		$1.58M Buy
13,727
+412
+3% +$48.8K 0.74% 57
2016
Q2 		$1.6M Sell
13,315
-9,447
-42% -$1.18M 0.78% 54
2016
Q1 		$2.86M Sell
22,762
-331
-1% -$39.6K 1.5% 16
2015
Q4 		$2.73M Sell
23,093
-144
-0.6% -$16.1K 1.47% 14
2015
Q3 		$2.29M Sell
23,237
-538
-2% -$52.4K 1.4% 16
2015
Q2 		$2.26M Buy
23,775
+1,932
+9% +$187K 1.25% 18
2015
Q1 		$2.13M Buy
21,843
+1,351
+7% +$128K 1.24% 20
2014
Q4 		$1.92M Buy
20,492
+1,424
+7% +$133K 1.17% 23
2014
Q3 		$1.81M Buy
19,068
+1,064
+6% +$101K 1.12% 24
2014
Q2 		$1.81M Buy
18,004
+801
+5% +$80.9K 1.12% 20
2014
Q1 		$1.69M Buy
17,203
+1,730
+11% +$165K 1.18% 22
2013
Q4 		$1.5M Buy
15,473
+124
+0.8% +$11.9K 1.1% 29
2013
Q3 		$1.48M Buy
15,349
+629
+4% +$61.4K 1.2% 22
2013
Q2 		$1.46M Buy
+14,720
New +$1.47M 1.28% 23

Other funds holding MCD

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Telos Capital Management's MCD Position: Q2 2026 in Review

Telos Capital Management increased its McDonald's (MCD) stake by 2.5% in Q2 2026, buying an estimated $155K and bringing the position to 21,681 shares worth $5.86M. The position accounts for 0.52% of the portfolio, ranked #68.

Telos Capital Management first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.88M in Q1 2025. 1,191 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Telos Capital Management held 21,681 shares of McDonald's worth $5.86M as of Q2 2026.
  • Telos Capital Management bought 539 McDonald's shares in Q2 2026, an estimated $155K.
  • McDonald's made up 0.52% of Telos Capital Management's portfolio in Q2 2026, its #68 holding.
  • Telos Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
  • Telos Capital Management's McDonald's position peaked at $6.88M in Q1 2025.
  • 1,191 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.