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Wendell David Associates’s McDonald's MCD Stock Holding History

Wendell David Associates’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 		$19.3M Sell
71,366
-175
-0.2% -$50.2K 2.04% 14
2026
Q1 		$22.2M Sell
71,541
-1,182
-2% -$377K 2.42% 11
2025
Q4 		$22.2M Sell
72,723
-1,487
-2% -$455K 2.26% 12
2025
Q3 		$22.6M Sell
74,210
-42
-0.1% -$12.8K 2.23% 13
2025
Q2 		$21.7M Sell
74,252
-428
-0.6% -$132K 2.18% 12
2025
Q1 		$23.3M Sell
74,680
-1,035
-1% -$310K 2.33% 12
2024
Q4 		$21.9M Sell
75,715
-1,040
-1% -$310K 2.17% 13
2024
Q3 		$23.4M Sell
76,755
-525
-0.7% -$145K 2.24% 11
2024
Q2 		$19.7M Sell
77,280
-291
-0.4% -$77.2K 2.01% 13
2024
Q1 		$21.9M Sell
77,571
-19
-0% -$5.53K 2.21% 11
2023
Q4 		$23M Buy
77,590
+815
+1% +$222K 2.48% 10
2023
Q3 		$20.2M Sell
76,775
-219
-0.3% -$62.5K 2.38% 9
2023
Q2 		$23M Sell
76,994
-47
-0.1% -$13.7K 2.6% 8
2023
Q1 		$21.5M Sell
77,041
-73
-0.1% -$19.6K 2.55% 9
2022
Q4 		$20.3M Buy
77,114
+110
+0.1% +$29K 2.5% 10
2022
Q3 		$17.8M Buy
77,004
+50
+0.1% +$12.8K 2.39% 10
2022
Q2 		$19M Buy
76,954
+200
+0.3% +$49.3K 2.42% 11
2022
Q1 		$19M Sell
76,754
-1,500
-2% -$374K 2.11% 13
2021
Q4 		$21M Sell
78,254
-31
-0% -$7.83K 2.12% 12
2021
Q3 		$18.9M Buy
78,285
+150
+0.2% +$35.8K 2.1% 13
2021
Q2 		$18M Sell
78,135
-250
-0.3% -$58.2K 2.02% 15
2021
Q1 		$17.6M Sell
78,385
-115
-0.1% -$24.6K 2.11% 15
2020
Q4 		$16.8M Buy
78,500
+287
+0.4% +$62.4K 2.06% 16
2020
Q3 		$17.2M Sell
78,213
-900
-1% -$185K 2.29% 14
2020
Q2 		$14.6M Sell
79,113
-450
-0.6% -$82.5K 2.12% 15
2020
Q1 		$13.2M Sell
79,563
-356
-0.4% -$70.1K 2.23% 13
2019
Q4 		$15.8M Buy
79,919
+920
+1% +$182K 2.18% 13
2019
Q3 		$17M Sell
78,999
-400
-0.5% -$85.8K 2.48% 11
2019
Q2 		$16.5M Sell
79,399
-16
-0% -$3.17K 2.47% 10
2019
Q1 		$15.1M Sell
79,415
-344
-0.4% -$62.4K 2.35% 13
2018
Q4 		$14.2M Sell
79,759
-1,121
-1% -$199K 2.55% 11
2018
Q3 		$13.5M Buy
80,880
+120
+0.1% +$19.2K 2.11% 13
2018
Q2 		$12.7M Buy
80,760
+830
+1% +$135K 2.16% 11
2018
Q1 		$12.5M Sell
79,930
-330
-0.4% -$54.3K 2.25% 9
2017
Q4 		$13.8M Sell
80,260
-3,106
-4% -$522K 2.37% 10
2017
Q3 		$13.1M Sell
83,366
-633
-0.8% -$99.2K 2.31% 12
2017
Q2 		$12.9M Sell
83,999
-1,250
-1% -$181K 2.42% 11
2017
Q1 		$11M Sell
85,249
-1,675
-2% -$210K 2.11% 15
2016
Q4 		$10.6M Sell
86,924
-2,193
-2% -$257K 2.09% 15
2016
Q3 		$10.3M Buy
89,117
+100
+0.1% +$11.8K 2.03% 14
2016
Q2 		$10.7M Sell
89,017
-2,700
-3% -$338K 2.1% 15
2016
Q1 		$11.6M Sell
91,717
-1,508
-2% -$180K 2.24% 14
2015
Q4 		$11M Sell
93,225
-906
-1% -$101K 2.17% 15
2015
Q3 		$9.32M Sell
94,131
-1,775
-2% -$173K 1.91% 16
2015
Q2 		$9.11M Sell
95,906
-1,170
-1% -$113K 1.77% 19
2015
Q1 		$9.42M Sell
97,076
-1,590
-2% -$151K 1.81% 19
2014
Q4 		$9.28M Sell
98,666
-3,032
-3% -$284K 1.81% 20
2014
Q3 		$9.66M Sell
101,698
-14,587
-13% -$1.39M 2.01% 13
2014
Q2 		$11.7M Sell
116,285
-4,185
-3% -$422K 2.47% 9
2014
Q1 		$11.8M Sell
120,470
-7,785
-6% -$744K 2.57% 9
2013
Q4 		$12.4M Sell
128,255
-1,165
-0.9% -$112K 2.73% 9
2013
Q3 		$12.4M Sell
129,420
-6,697
-5% -$654K 2.98% 6
2013
Q2 		$13.5M Buy
+136,117
New +$13.6M 3.37% 4

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wendell David Associates's MCD Position: Q2 2026 in Review

Wendell David Associates reduced its McDonald's (MCD) stake by 0.24% in Q2 2026, selling an estimated $50.2K and leaving 71,366 shares worth $19.3M. The position accounts for 2.04% of the portfolio, ranked #14.

Wendell David Associates first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.4M in Q3 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wendell David Associates held 71,366 shares of McDonald's worth $19.3M as of Q2 2026.
  • Wendell David Associates sold 175 McDonald's shares in Q2 2026, an estimated $50.2K.
  • McDonald's made up 2.04% of Wendell David Associates's portfolio in Q2 2026, its #14 holding.
  • Wendell David Associates first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Wendell David Associates's McDonald's position peaked at $23.4M in Q3 2024.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.