J. M. Brown & Associates Inc.’s McDonald's MCD Stock Holding History

J. M. Brown & Associates Inc.’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	$253K	Buy	+936	New	+$268K	0.14%	147

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

J. M. Brown & Associates Inc.'s MCD Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in McDonald's (MCD) in Q2 2026: 936 shares worth $253K. The stake represents 0.14% of the portfolio and ranks #147 among its holdings.

1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

J. M. Brown & Associates Inc. held 936 shares of McDonald's worth $253K as of Q2 2026.
McDonald's was a new J. M. Brown & Associates Inc. position in Q2 2026.
McDonald's made up 0.14% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #147 holding.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.