Verity Asset Management’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 | $881K | Buy |
3,258
+386
| +13% | +$111K | 0.33% | 88 |
|
|
2026
Q1 | $893K | Buy |
2,872
+91
| +3% | +$29K | 0.37% | 79 |
|
|
2025
Q4 | $850K | Buy |
2,781
+208
| +8% | +$63.7K | 0.36% | 74 |
|
|
2025
Q3 | $782K | Buy |
2,573
+167
| +7% | +$50.8K | 0.26% | 95 |
|
|
2025
Q2 | $703K | Sell |
2,406
-2,598
| -52% | -$801K | 0.34% | 75 |
|
|
2025
Q1 | $1.56M | Buy |
5,004
+2,447
| +96% | +$732K | 0.64% | 48 |
|
|
2024
Q4 | $733K | Sell |
2,557
-2,091
| -45% | -$624K | 0.41% | 62 |
|
|
2024
Q3 | $1.41M | Buy |
4,648
+22
| +0.5% | +$6.06K | 0.53% | 48 |
|
|
2024
Q2 | $1.18M | Buy |
4,626
+2,278
| +97% | +$604K | 0.46% | 56 |
|
|
2024
Q1 | $662K | Buy |
2,348
+63
| +3% | +$18.3K | 0.37% | 69 |
|
|
2023
Q4 | $678K | Buy |
2,285
+295
| +15% | +$80.3K | 0.43% | 60 |
|
|
2023
Q3 | $524K | Sell |
1,990
-38
| -2% | -$10.8K | 0.39% | 72 |
|
|
2023
Q2 | $605K | Sell |
2,028
-2,342
| -54% | -$680K | 0.45% | 69 |
|
|
2023
Q1 | $1.22M | Buy |
4,370
+2,146
| +96% | +$575K | 0.73% | 38 |
|
|
2022
Q4 | $586K | Hold |
2,224
| – | – | 0.5% | 72 |
|
|
2022
Q3 | $513K | Buy |
+2,224
| New | +$568K | 0.53% | 72 |
|
|
2022
Q1 | $491K | Sell |
1,982
-831
| -30% | -$207K | 0.31% | 101 |
|
|
2021
Q4 | $754K | Buy |
2,813
+2
| +0.1% | +$505 | 0.45% | 62 |
|
|
2021
Q3 | $678K | Sell |
2,811
-631
| -18% | -$151K | 0.44% | 66 |
|
|
2021
Q2 | $795K | Buy |
3,442
+818
| +31% | +$190K | 0.44% | 58 |
|
|
2021
Q1 | $588K | Buy |
2,624
+269
| +11% | +$57.5K | 0.35% | 84 |
|
|
2020
Q4 | $505K | Buy |
2,355
+356
| +18% | +$77.4K | 0.35% | 79 |
|
|
2020
Q3 | $439K | Buy |
1,999
+35
| +2% | +$7.19K | 0.33% | 76 |
|
|
2020
Q2 | $337K | Buy |
+1,964
| New | +$360K | 0.31% | 81 |
|
|
2020
Q1 | – | Sell |
-1,015
| Closed | -$201K | – | 136 |
|
|
2019
Q4 | $201K | Buy |
1,015
+71
| +8% | +$14.1K | 0.2% | 119 |
|
|
2019
Q3 | $203K | Buy |
+944
| New | +$202K | 0.21% | 120 |
|
|
2019
Q1 | – | Sell |
-1,249
| Closed | -$222K | – | 122 |
|
|
2018
Q4 | $222K | Hold |
1,249
| – | – | 0.3% | 93 |
|
|
2018
Q3 | $209K | Buy |
+1,249
| New | +$200K | 0.21% | 120 |
|
|
2015
Q3 | – | Sell |
-2,174
| Closed | -$207K | – | 104 |
|
|
2015
Q2 | $207K | Hold |
2,174
| – | – | 0.19% | 83 |
|
|
2015
Q1 | $210K | Buy |
+2,174
| New | +$206K | 0.2% | 70 |
|
Other funds holding MCD
Verity Asset Management's MCD Position: Q2 2026 in Review
Verity Asset Management increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 3,258 shares worth $881K. The position accounts for 0.33% of the portfolio, ranked #88.
Verity Asset Management first reported a position in MCD in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.56M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Verity Asset Management held 3,258 shares of McDonald's worth $881K as of Q2 2026.
- Verity Asset Management bought 386 McDonald's shares in Q2 2026, an estimated $111K.
- McDonald's made up 0.33% of Verity Asset Management's portfolio in Q2 2026, its #88 holding.
- Verity Asset Management first reported a position in McDonald's in Q1 2015 and has held it in 30 quarters since.
- Verity Asset Management's McDonald's position peaked at $1.56M in Q1 2025.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.