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

Weatherly 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	$1.12M	Hold	4,140	–	–	0.08%	98
2026 Q1	$1.29M	Sell	4,140 -340	-8%	-$108K	0.1%	88
2025 Q4	$1.37M	Sell	4,480 -105	-2%	-$32.2K	0.11%	89
2025 Q3	$1.39M	Buy	4,585 +75	+2%	+$22.8K	0.11%	90
2025 Q2	$1.32M	Sell	4,510 -206	-4%	-$63.5K	0.11%	94
2025 Q1	$1.47M	Buy	4,716 +25	+0.5%	+$7.48K	0.13%	89
2024 Q4	$1.36M	Sell	4,691 -74	-2%	-$22.1K	0.12%	92
2024 Q3	$1.45M	Buy	4,765 +387	+9%	+$107K	0.13%	89
2024 Q2	$1.12M	Hold	4,378	–	–	0.1%	98
2024 Q1	$1.23M	Buy	4,378 +38	+0.9%	+$11.1K	0.12%	100
2023 Q4	$1.29M	Sell	4,340 -43	-1%	-$11.7K	0.14%	94
2023 Q3	$1.15M	Hold	4,383	–	–	0.14%	95
2023 Q2	$1.31M	Sell	4,383 -235	-5%	-$68.3K	0.15%	92
2023 Q1	$1.29M	Buy	4,618 +55	+1%	+$14.7K	0.17%	94
2022 Q4	$1.2M	Hold	4,563	–	–	0.16%	97
2022 Q3	$1.05M	Sell	4,563 -100	-2%	-$25.6K	0.15%	95
2022 Q2	$1.15M	Sell	4,663 -163	-3%	-$40.1K	0.16%	95
2022 Q1	$1.19M	Sell	4,826 -50	-1%	-$12.5K	0.14%	107
2021 Q4	$1.31M	Sell	4,876 -125	-2%	-$31.6K	0.15%	107
2021 Q3	$1.21M	Sell	5,001 -75	-1%	-$17.9K	0.15%	103
2021 Q2	$1.17M	Sell	5,076 -70	-1%	-$16.3K	0.15%	104
2021 Q1	$1.15M	Sell	5,146 -45	-0.9%	-$9.62K	0.16%	99
2020 Q4	$1.11M	Sell	5,191 -100	-2%	-$21.7K	0.16%	97
2020 Q3	$1.16M	Sell	5,291 -669	-11%	-$137K	0.19%	89
2020 Q2	$1.1M	Sell	5,960 -10	-0.2%	-$1.83K	0.19%	87
2020 Q1	$987K	Sell	5,970 -118	-2%	-$23.2K	0.22%	81
2019 Q4	$1.2M	Sell	6,088 -18	-0.3%	-$3.57K	0.23%	84
2019 Q3	$1.31M	Sell	6,106 -625	-9%	-$134K	0.28%	78
2019 Q2	$1.4M	Sell	6,731 -35	-0.5%	-$6.93K	0.28%	76
2019 Q1	$1.28M	Sell	6,766 -775	-10%	-$141K	0.26%	80
2018 Q4	$1.34M	Buy	7,541 +558	+8%	+$99K	0.32%	69
2018 Q3	$1.17M	Sell	6,983 -387	-5%	-$62K	0.24%	86
2018 Q2	$1.16M	Sell	7,370 -50	-0.7%	-$8.11K	0.27%	82
2018 Q1	$1.16M	Sell	7,420 -300	-4%	-$49.4K	0.28%	81
2017 Q4	$1.33M	Sell	7,720 -202	-3%	-$33.9K	0.32%	73
2017 Q3	$1.24M	Sell	7,922 -163	-2%	-$25.5K	0.33%	72
2017 Q2	$1.24M	Sell	8,085 -14	-0.2%	-$2.02K	0.35%	69
2017 Q1	$1.05M	Sell	8,099 -1,015	-11%	-$127K	0.31%	71
2016 Q4	$1.11M	Sell	9,114 -2	-0%	-$235	0.35%	67
2016 Q3	$1.05M	Hold	9,116	–	–	0.35%	68
2016 Q2	$1.1M	Buy	9,116 +1	+0%	+$125	0.36%	65
2016 Q1	$1.15M	Hold	9,115	–	–	0.4%	66
2015 Q4	$1.08M	Sell	9,115 -1,974	-18%	-$221K	0.38%	61
2015 Q3	$1.09M	Sell	11,089 -598	-5%	-$58.3K	0.44%	50
2015 Q2	$1.11M	Sell	11,687 -432	-4%	-$41.8K	0.42%	56
2015 Q1	$1.18M	Sell	12,119 -629	-5%	-$59.7K	0.47%	54
2014 Q4	$1.19M	Buy	12,748 +89	+0.7%	+$8.33K	0.5%	54
2014 Q3	$1.2M	Sell	12,659 -363	-3%	-$34.6K	0.52%	54
2014 Q2	$1.31M	Sell	13,022 -381	-3%	-$38.5K	0.55%	53
2014 Q1	$1.31M	Sell	13,403 -400	-3%	-$38.2K	0.61%	48
2013 Q4	$1.34M	Sell	13,803 -1,036	-7%	-$99.5K	0.64%	49
2013 Q3	$1.43M	Sell	14,839 -199	-1%	-$19.4K	0.73%	45
2013 Q2	$1.49M	Buy	+15,038	New	+$1.51M	0.82%	39

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

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

Weatherly Asset Management held its McDonald's (MCD) position steady in Q2 2026 at 4,140 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #98.

Weatherly Asset Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.49M in Q2 2013. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Weatherly Asset Management held 4,140 shares of McDonald's worth $1.12M as of Q2 2026.
Weatherly Asset Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.08% of Weatherly Asset Management's portfolio in Q2 2026, its #98 holding.
Weatherly Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Weatherly Asset Management's McDonald's position peaked at $1.49M in Q2 2013.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.