Wellington Shields & Co’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 | $670K | Buy |
2,478
+262
| +12% | +$75.1K | 0.15% | 130 |
|
|
2026
Q1 | $689K | Sell |
2,216
-50
| -2% | -$15.9K | 0.18% | 116 |
|
|
2025
Q4 | $693K | Hold |
2,266
| – | – | 0.17% | 112 |
|
|
2025
Q3 | $689K | Hold |
2,266
| – | – | 0.18% | 115 |
|
|
2025
Q2 | $662K | Hold |
2,266
| – | – | 0.19% | 113 |
|
|
2025
Q1 | $708K | Hold |
2,266
| – | – | 0.22% | 103 |
|
|
2024
Q4 | $657K | Sell |
2,266
-23
| -1% | -$6.86K | 0.2% | 107 |
|
|
2024
Q3 | $697K | Buy |
2,289
+23
| +1% | +$6.34K | 0.21% | 105 |
|
|
2024
Q2 | $578K | Hold |
2,266
| – | – | 0.19% | 110 |
|
|
2024
Q1 | $639K | Hold |
2,266
| – | – | 0.21% | 109 |
|
|
2023
Q4 | $672K | Sell |
2,266
-340
| -13% | -$92.5K | 0.25% | 92 |
|
|
2023
Q3 | $687K | Buy |
2,606
+1,472
| +130% | +$420K | 0.17% | 87 |
|
|
2023
Q2 | $338K | Sell |
1,134
-1,254
| -53% | -$364K | 0.08% | 152 |
|
|
2023
Q1 | $668K | Buy |
2,388
+47
| +2% | +$12.6K | 0.15% | 91 |
|
|
2022
Q4 | $617K | Buy |
2,341
+8
| +0.3% | +$2.11K | 0.14% | 98 |
|
|
2022
Q3 | $538K | Buy |
2,333
+9
| +0.4% | +$2.3K | 0.23% | 102 |
|
|
2022
Q2 | $574K | Buy |
2,324
+109
| +5% | +$26.8K | 0.14% | 97 |
|
|
2022
Q1 | $548K | Buy |
2,215
+9
| +0.4% | +$2.24K | 0.18% | 119 |
|
|
2021
Q4 | $591K | Sell |
2,206
-149
| -6% | -$37.6K | 0.12% | 111 |
|
|
2021
Q3 | $568K | Buy |
2,355
+108
| +5% | +$25.8K | 0.2% | 108 |
|
|
2021
Q2 | $519K | Buy |
2,247
+165
| +8% | +$38.4K | 0.17% | 112 |
|
|
2021
Q1 | $467K | Buy |
2,082
+9
| +0.4% | +$1.93K | 0.17% | 114 |
|
|
2020
Q4 | $445K | Buy |
2,073
+9
| +0.4% | +$1.96K | 0.16% | 108 |
|
|
2020
Q3 | $453K | Buy |
2,064
+8
| +0.4% | +$1.64K | 0.19% | 100 |
|
|
2020
Q2 | $379K | Buy |
2,056
+10
| +0.5% | +$1.83K | 0.17% | 114 |
|
|
2020
Q1 | $338K | Buy |
2,046
+60
| +3% | +$11.8K | 0.19% | 113 |
|
|
2019
Q4 | $393K | Buy |
+1,986
| New | +$394K | 0.17% | 116 |
|
|
2019
Q3 | – | Sell |
-1,969
| Closed | -$409K | – | 161 |
|
|
2019
Q2 | $409K | Buy |
1,969
+8
| +0.4% | +$1.58K | 0.19% | 115 |
|
|
2019
Q1 | $372K | Buy |
1,961
+9
| +0.5% | +$1.63K | 0.19% | 114 |
|
|
2018
Q4 | $347K | Buy |
1,952
+397
| +26% | +$70.4K | 0.2% | 110 |
|
|
2018
Q3 | $260K | Buy |
1,555
+8
| +0.5% | +$1.28K | 0.14% | 116 |
|
|
2018
Q2 | $242K | Buy |
1,547
+9
| +0.6% | +$1.46K | 0.13% | 124 |
|
|
2018
Q1 | $241K | Buy |
1,538
+9
| +0.6% | +$1.48K | 0.13% | 127 |
|
|
2017
Q4 | $263K | Buy |
1,529
+8
| +0.5% | +$1.34K | 0.14% | 125 |
|
|
2017
Q3 | $238K | Buy |
1,521
+8
| +0.5% | +$1.25K | 0.08% | 117 |
|
|
2017
Q2 | $232K | Buy |
+1,513
| New | +$219K | 0.08% | 116 |
|
Other funds holding MCD
Wellington Shields & Co's MCD Position: Q2 2026 in Review
Wellington Shields & Co increased its McDonald's (MCD) stake by 12% in Q2 2026, buying an estimated $75.1K and bringing the position to 2,478 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #130.
Wellington Shields & Co first reported a position in MCD in Q2 2017 and has held it in 36 quarters since. The position peaked at $708K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Wellington Shields & Co held 2,478 shares of McDonald's worth $670K as of Q2 2026.
- Wellington Shields & Co bought 262 McDonald's shares in Q2 2026, an estimated $75.1K.
- McDonald's made up 0.15% of Wellington Shields & Co's portfolio in Q2 2026, its #130 holding.
- Wellington Shields & Co first reported a position in McDonald's in Q2 2017 and has held it in 36 quarters since.
- Wellington Shields & Co's McDonald's position peaked at $708K in Q1 2025.
- 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.