WG
MCD icon

Welch Group’s McDonald's MCD Stock Holding History

Welch Group’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 		$60.8M Buy
224,805
+9,731
+5% +$2.79M 2.08% 21
2026
Q1 		$66.8M Buy
215,074
+2,845
+1% +$906K 2.51% 15
2025
Q4 		$64.9M Buy
212,229
+2,455
+1% +$752K 2.5% 17
2025
Q3 		$63.7M Buy
209,774
+3,770
+2% +$1.15M 2.49% 17
2025
Q2 		$60.2M Buy
206,004
+2,180
+1% +$672K 2.52% 14
2025
Q1 		$62.6M Buy
203,824
+4,422
+2% +$1.32M 2.75% 11
2024
Q4 		$57.7M Buy
199,402
+2,745
+1% +$819K 2.6% 13
2024
Q3 		$59.9M Buy
196,657
+4,558
+2% +$1.26M 2.6% 15
2024
Q2 		$49M Buy
192,099
+5,884
+3% +$1.56M 2.35% 21
2024
Q1 		$52.5M Sell
186,215
-722
-0.4% -$210K 2.6% 16
2023
Q4 		$55.4M Buy
186,937
+3,088
+2% +$840K 2.99% 9
2023
Q3 		$48.4M Sell
183,849
-879
-0.5% -$251K 2.87% 10
2023
Q2 		$55.1M Sell
184,728
-1,613
-0.9% -$469K 3.16% 4
2023
Q1 		$52.1M Sell
186,341
-2,538
-1% -$680K 3.03% 8
2022
Q4 		$49.8M Buy
188,879
+1,918
+1% +$506K 2.85% 16
2022
Q3 		$43.1M Buy
186,961
+2,619
+1% +$669K 2.81% 15
2022
Q2 		$45.5M Buy
184,342
+4,489
+2% +$1.11M 2.78% 15
2022
Q1 		$44.5M Buy
179,853
+5,529
+3% +$1.38M 2.54% 18
2021
Q4 		$46.7M Buy
174,324
+4,073
+2% +$1.03M 2.73% 13
2021
Q3 		$41M Buy
170,251
+1,418
+0.8% +$338K 2.78% 8
2021
Q2 		$39M Buy
168,833
+3,303
+2% +$769K 2.66% 14
2021
Q1 		$37.1M Buy
165,530
+3,072
+2% +$657K 2.67% 16
2020
Q4 		$34.9M Sell
162,458
-155
-0.1% -$33.7K 2.8% 16
2020
Q3 		$35.7M Buy
162,613
+2,983
+2% +$612K 3.12% 8
2020
Q2 		$29.4M Buy
159,630
+2,457
+2% +$451K 2.75% 19
2020
Q1 		$26M Buy
157,173
+10,195
+7% +$2.01M 2.77% 20
2019
Q4 		$29M Buy
146,978
+2,853
+2% +$566K 2.86% 22
2019
Q3 		$30.9M Sell
144,125
-4,497
-3% -$964K 3.18% 9
2019
Q2 		$30.9M Sell
148,622
-3,441
-2% -$682K 3.29% 5
2019
Q1 		$28.9M Sell
152,063
-2,443
-2% -$443K 3.18% 8
2018
Q4 		$27.4M Sell
154,506
-1,572
-1% -$279K 3.36% 2
2018
Q3 		$26.1K Buy
156,078
+5,375
+4% +$861K 2.72% 16
2018
Q2 		$23.6M Buy
150,703
+624
+0.4% +$101K 2.94% 15
2018
Q1 		$23.5M Buy
150,079
+30,278
+25% +$4.98M 2.97% 13
2017
Q4 		$20.6M Sell
119,801
-3,433
-3% -$577K 3.2% 5
2017
Q3 		$19.3M Sell
123,234
-5,675
-4% -$889K 3.23% 4
2017
Q2 		$19.7M Buy
128,909
+4,755
+4% +$687K 3.29% 2
2017
Q1 		$16.1M Buy
124,154
+1,420
+1% +$178K 3.03% 13
2016
Q4 		$14.9M Buy
122,734
+3,919
+3% +$460K 2.92% 20
2016
Q3 		$13.7M Sell
118,815
-909
-0.8% -$108K 2.72% 25
2016
Q2 		$14.4M Sell
119,724
-37,126
-24% -$4.65M 2.93% 18
2016
Q1 		$19.7M Sell
156,850
-5,885
-4% -$703K 3.29% 3
2015
Q4 		$19.2M Sell
162,735
-938
-0.6% -$105K 3.45% 2
2015
Q3 		$16.1M Buy
163,673
+5,041
+3% +$491K 3.12% 8
2015
Q2 		$15.1M Buy
158,632
+6,230
+4% +$603K 2.86% 19
2015
Q1 		$14.8K Buy
152,402
+9,098
+6% +$863K 2.73% 22
2014
Q4 		$13.4M Buy
143,304
+6,630
+5% +$621K 2.59% 28
2014
Q3 		$13M Buy
136,674
+5,532
+4% +$528K 2.68% 24
2014
Q2 		$13.2M Buy
131,142
+5,555
+4% +$561K 2.74% 21
2014
Q1 		$12.3M Buy
125,587
+6,785
+6% +$649K 2.79% 25
2013
Q4 		$11.5M Buy
118,802
+4,844
+4% +$465K 2.61% 26
2013
Q3 		$11M Buy
113,958
+4,655
+4% +$454K 2.7% 24
2013
Q2 		$10.8M Buy
+109,303
New +$10.9M 2.81% 19

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Welch Group's MCD Position: Q2 2026 in Review

Welch Group increased its McDonald's (MCD) stake by 4.5% in Q2 2026, buying an estimated $2.79M and bringing the position to 224,805 shares worth $60.8M. The position accounts for 2.08% of the portfolio, ranked #21.

Welch Group first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.8M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Welch Group held 224,805 shares of McDonald's worth $60.8M as of Q2 2026.
  • Welch Group bought 9,731 McDonald's shares in Q2 2026, an estimated $2.79M.
  • McDonald's made up 2.08% of Welch Group's portfolio in Q2 2026, its #21 holding.
  • Welch Group first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's McDonald's position peaked at $66.8M in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.