WA
MCD icon

Waddell & Associates’s McDonald's MCD Stock Holding History

Waddell & Associates’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 		$470K Sell
1,739
-21
-1% -$6.02K 0.02% 284
2026
Q1 		$547K Sell
1,760
-72
-4% -$22.9K 0.03% 215
2025
Q4 		$560K Sell
1,832
-247
-12% -$75.7K 0.04% 155
2025
Q3 		$632K Buy
2,079
+8
+0.4% +$2.44K 0.05% 109
2025
Q2 		$605K Sell
2,071
-45
-2% -$13.9K 0.06% 91
2025
Q1 		$661K Sell
2,116
-300
-12% -$89.7K 0.08% 65
2024
Q4 		$700K Buy
2,416
+1,335
+123% +$398K 0.07% 68
2024
Q3 		$329K Sell
1,081
-90
-8% -$24.8K 0.04% 109
2024
Q2 		$298K Buy
1,171
+178
+18% +$47.2K 0.04% 112
2024
Q1 		$280K Sell
993
-107
-10% -$31.1K 0.04% 118
2023
Q4 		$326K Hold
1,100
– – 0.04% 105
2023
Q3 		$290K Buy
1,100
+88
+9% +$25.1K 0.04% 131
2023
Q2 		$302K Sell
1,012
-2
-0.2% -$581 0.04% 123
2023
Q1 		$284K Buy
1,014
+45
+5% +$12.1K 0.04% 120
2022
Q4 		$255K Buy
+969
New +$256K 0.04% 124
2022
Q3 		– Sell
-874
Closed -$216K – 146
2022
Q2 		$216K Sell
874
-26
-3% -$6.4K 0.04% 130
2022
Q1 		$223K Buy
900
+20
+2% +$4.98K 0.04% 122
2021
Q4 		$236K Buy
+880
New +$222K 0.04% 111

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Waddell & Associates's MCD Position: Q2 2026 in Review

Waddell & Associates reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $6.02K and leaving 1,739 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #284.

Waddell & Associates first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $700K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Waddell & Associates held 1,739 shares of McDonald's worth $470K as of Q2 2026.
  • Waddell & Associates sold 21 McDonald's shares in Q2 2026, an estimated $6.02K.
  • McDonald's made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #284 holding.
  • Waddell & Associates first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Waddell & Associates's McDonald's position peaked at $700K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.