Welch & Forbes’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 | $80.8M | Sell |
298,932
-5,057
| -2% | -$1.45M | 0.98% | 29 |
|
|
2026
Q1 | $94.5M | Sell |
303,989
-2,417
| -0.8% | -$770K | 1.22% | 24 |
|
|
2025
Q4 | $93.6M | Sell |
306,406
-1,207
| -0.4% | -$370K | 1.13% | 24 |
|
|
2025
Q3 | $93.5M | Sell |
307,613
-3,354
| -1% | -$1.02M | 1.13% | 25 |
|
|
2025
Q2 | $90.9M | Sell |
310,967
-1,566
| -0.5% | -$483K | 1.13% | 29 |
|
|
2025
Q1 | $97.6M | Buy |
312,533
+29
| +0% | +$8.67K | 1.28% | 25 |
|
|
2024
Q4 | $90.6M | Sell |
312,504
-1,801
| -0.6% | -$537K | 1.16% | 26 |
|
|
2024
Q3 | $95.7M | Sell |
314,305
-2,880
| -0.9% | -$794K | 1.22% | 24 |
|
|
2024
Q2 | $78.7M | Buy |
317,185
+628
| +0.2% | +$167K | 1.05% | 30 |
|
|
2024
Q1 | $89.3M | Sell |
316,557
-3,656
| -1% | -$1.06M | 1.23% | 24 |
|
|
2023
Q4 | $94.9M | Sell |
320,213
-3,072
| -1% | -$836K | 1.43% | 20 |
|
|
2023
Q3 | $85.2M | Buy |
323,285
+152
| +0% | +$43.4K | 1.41% | 19 |
|
|
2023
Q2 | $96.4M | Sell |
323,133
-1,800
| -0.6% | -$523K | 1.52% | 17 |
|
|
2023
Q1 | $90.9M | Buy |
324,933
+1,497
| +0.5% | +$401K | 1.54% | 18 |
|
|
2022
Q4 | $85.2M | Buy |
323,436
+204
| +0.1% | +$53.8K | 1.53% | 18 |
|
|
2022
Q3 | $74.6M | Buy |
323,232
+365
| +0.1% | +$93.3K | 1.46% | 18 |
|
|
2022
Q2 | $79.7M | Sell |
322,867
-248
| -0.1% | -$61.1K | 1.46% | 20 |
|
|
2022
Q1 | $79.9M | Buy |
323,115
+4,815
| +2% | +$1.2M | 1.26% | 23 |
|
|
2021
Q4 | $85.3M | Buy |
318,300
+3,183
| +1% | +$804K | 1.28% | 24 |
|
|
2021
Q3 | $76M | Buy |
315,117
+5,128
| +2% | +$1.22M | 1.26% | 24 |
|
|
2021
Q2 | $71.6M | Buy |
309,989
+3,849
| +1% | +$896K | 1.21% | 26 |
|
|
2021
Q1 | $68.6M | Buy |
306,140
+4,277
| +1% | +$915K | 1.27% | 23 |
|
|
2020
Q4 | $64.8M | Buy |
301,863
+1,036
| +0.3% | +$225K | 1.27% | 23 |
|
|
2020
Q3 | $66M | Sell |
300,827
-939
| -0.3% | -$193K | 1.42% | 23 |
|
|
2020
Q2 | $55.7M | Buy |
301,766
+944
| +0.3% | +$173K | 1.3% | 24 |
|
|
2020
Q1 | $49.7M | Sell |
300,822
-381
| -0.1% | -$75.1K | 1.39% | 22 |
|
|
2019
Q4 | $59.5M | Sell |
301,203
-2,279
| -0.8% | -$452K | 1.32% | 18 |
|
|
2019
Q3 | $65.2M | Sell |
303,482
-3,484
| -1% | -$747K | 1.56% | 18 |
|
|
2019
Q2 | $63.7M | Sell |
306,966
-2,493
| -0.8% | -$494K | 1.55% | 17 |
|
|
2019
Q1 | $58.8M | Sell |
309,459
-12,362
| -4% | -$2.24M | 1.47% | 18 |
|
|
2018
Q4 | $57.1M | Sell |
321,821
-7,179
| -2% | -$1.27M | 1.61% | 18 |
|
|
2018
Q3 | $55M | Sell |
329,000
-2,141
| -0.6% | -$343K | 1.31% | 20 |
|
|
2018
Q2 | $51.9M | Sell |
331,141
-3,679
| -1% | -$597K | 1.34% | 20 |
|
|
2018
Q1 | $52.4M | Buy |
334,820
+1,064
| +0.3% | +$175K | 1.35% | 20 |
|
|
2017
Q4 | $57.4M | Sell |
333,756
-5,716
| -2% | -$960K | 1.53% | 17 |
|
|
2017
Q3 | $53.2M | Sell |
339,472
-888
| -0.3% | -$139K | 1.4% | 18 |
|
|
2017
Q2 | $52.1M | Sell |
340,360
-2,390
| -0.7% | -$345K | 1.46% | 20 |
|
|
2017
Q1 | $44.4M | Buy |
342,750
+4,447
| +1% | +$558K | 1.27% | 23 |
|
|
2016
Q4 | $41.2M | Sell |
338,303
-1,722
| -0.5% | -$202K | 1.23% | 24 |
|
|
2016
Q3 | $39.2M | Sell |
340,025
-7,800
| -2% | -$924K | 1.36% | 22 |
|
|
2016
Q2 | $41.9M | Buy |
347,825
+2,311
| +0.7% | +$289K | 1.28% | 25 |
|
|
2016
Q1 | $43.4M | Sell |
345,514
-1,176
| -0.3% | -$141K | 1.35% | 22 |
|
|
2015
Q4 | $41M | Sell |
346,690
-15,934
| -4% | -$1.78M | 1.31% | 21 |
|
|
2015
Q3 | $35.7M | Sell |
362,624
-6,074
| -2% | -$592K | 1.19% | 25 |
|
|
2015
Q2 | $35.1M | Sell |
368,698
-5,413
| -1% | -$524K | 1.09% | 33 |
|
|
2015
Q1 | $36.5M | Sell |
374,111
-30,058
| -7% | -$2.85M | 1.1% | 30 |
|
|
2014
Q4 | $37.9M | Sell |
404,169
-9,433
| -2% | -$883K | 1.11% | 26 |
|
|
2014
Q3 | $39.2M | Sell |
413,602
-14,539
| -3% | -$1.39M | 1.2% | 26 |
|
|
2014
Q2 | $43.1M | Buy |
428,141
+6,593
| +2% | +$666K | 1.36% | 19 |
|
|
2014
Q1 | $41.3M | Buy |
421,548
+1,176
| +0.3% | +$112K | 1.31% | 21 |
|
|
2013
Q4 | $40.8M | Buy |
420,372
+7,768
| +2% | +$746K | 1.29% | 24 |
|
|
2013
Q3 | $39.7M | Buy |
412,604
+2,764
| +0.7% | +$270K | 1.34% | 18 |
|
|
2013
Q2 | $40.6M | Buy |
+409,840
| New | +$41M | 1.45% | 14 |
|
Other funds holding MCD
Welch & Forbes's MCD Position: Q2 2026 in Review
Welch & Forbes reduced its McDonald's (MCD) stake by 1.7% in Q2 2026, selling an estimated $1.45M and leaving 298,932 shares worth $80.8M. The position accounts for 0.98% of the portfolio, ranked #29.
Welch & Forbes first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $97.6M in Q1 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Welch & Forbes held 298,932 shares of McDonald's worth $80.8M as of Q2 2026.
- Welch & Forbes sold 5,057 McDonald's shares in Q2 2026, an estimated $1.45M.
- McDonald's made up 0.98% of Welch & Forbes's portfolio in Q2 2026, its #29 holding.
- Welch & Forbes first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's McDonald's position peaked at $97.6M in Q1 2025.
- 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.