Walker Asset Management’s McDonald's MCD Stock Holding History

Walker Asset 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	$280K	Sell	1,036 -11	-1%	-$3.15K	0.14%	122
2026 Q1	$326K	Buy	1,047 +1	+0.1%	+$319	0.18%	107
2025 Q4	$320K	Sell	1,046 -18	-2%	-$5.51K	0.17%	103
2025 Q3	$323K	Buy	1,064 +2	+0.2%	+$609	0.18%	103
2025 Q2	$310K	Sell	1,062 -9	-0.8%	-$2.77K	0.18%	98
2025 Q1	$335K	Buy	1,071 +1	+0.1%	+$299	0.2%	83
2024 Q4	$310K	Buy	1,070 +2	+0.2%	+$596	0.19%	95
2024 Q3	$325K	Buy	1,068 +13	+1%	+$3.58K	0.2%	93
2024 Q2	$269K	Buy	1,055 +2	+0.2%	+$531	0.18%	104
2024 Q1	$297K	Buy	1,053 +47	+5%	+$13.7K	0.2%	100
2023 Q4	$298K	Buy	+1,006	New	+$274K	0.22%	92
2023 Q3	–	Sell	-758	Closed	-$226K	–	95
2023 Q2	$226K	Buy	+758	New	+$220K	0.19%	81

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Walker Asset Management's MCD Position: Q2 2026 in Review

Walker Asset Management reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $3.15K and leaving 1,036 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #122.

Walker Asset Management first reported a position in MCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $335K in Q1 2025. 2,005 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Walker Asset Management held 1,036 shares of McDonald's worth $280K as of Q2 2026.
Walker Asset Management sold 11 McDonald's shares in Q2 2026, an estimated $3.15K.
McDonald's made up 0.14% of Walker Asset Management's portfolio in Q2 2026, its #122 holding.
Walker Asset Management first reported a position in McDonald's in Q2 2023 and has held it in 12 quarters since.
Walker Asset Management's McDonald's position peaked at $335K in Q1 2025.
2,005 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.