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West Branch Capital’s McDonald's MCD Stock Holding History

West Branch Capital’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 		$1.06M Sell
3,927
-5,334
-58% -$1.53M 0.25% 45
2026
Q1 		$2.88M Sell
9,261
-976
-10% -$311K 0.77% 33
2025
Q4 		$3.13M Sell
10,237
-702
-6% -$215K 0.81% 29
2025
Q3 		$3.32M Sell
10,939
-188
-2% -$57.2K 0.87% 29
2025
Q2 		$3.25M Buy
11,127
+434
+4% +$134K 0.96% 27
2025
Q1 		$3.34M Buy
10,693
+735
+7% +$220K 1.11% 24
2024
Q4 		$2.89M Buy
9,958
+1,163
+13% +$347K 0.92% 24
2024
Q3 		$2.68M Buy
8,795
+389
+5% +$107K 0.93% 23
2024
Q2 		$2.14M Buy
8,406
+90
+1% +$23.9K 0.8% 27
2024
Q1 		$2.34M Buy
8,316
+622
+8% +$181K 0.95% 26
2023
Q4 		$2.28M Buy
7,694
+462
+6% +$126K 1.07% 22
2023
Q3 		$1.91M Buy
7,232
+22
+0.3% +$6.28K 1% 23
2023
Q2 		$2.15M Buy
7,210
+95
+1% +$27.6K 1.07% 20
2023
Q1 		$1.99M Buy
7,115
+21
+0.3% +$5.63K 1.11% 21
2022
Q4 		$1.87M Sell
7,094
-11
-0.2% -$2.9K 1.15% 21
2022
Q3 		$1.64M Buy
7,105
+141
+2% +$36K 1.02% 24
2022
Q2 		$1.72M Buy
6,964
+71
+1% +$17.5K 0.99% 25
2022
Q1 		$1.71M Buy
6,893
+33
+0.5% +$8.22K 0.81% 30
2021
Q4 		$1.84M Sell
6,860
-104
-1% -$26.3K 0.78% 35
2021
Q3 		$1.68M Sell
6,964
-132
-2% -$31.5K 0.81% 34
2021
Q2 		$1.64M Sell
7,096
-568
-7% -$132K 0.81% 34
2021
Q1 		$1.72M Sell
7,664
-2,671
-26% -$571K 1.01% 29
2020
Q4 		$2.22M Buy
10,335
+209
+2% +$45.4K 1.31% 24
2020
Q3 		$2.22M Sell
10,126
-101
-1% -$20.7K 1.42% 20
2020
Q2 		$1.89M Buy
10,227
+841
+9% +$154K 1.33% 20
2020
Q1 		$1.55M Sell
9,386
-75
-0.8% -$14.8K 1.48% 20
2019
Q4 		$1.87M Buy
9,461
+1,733
+22% +$344K 1.3% 27
2019
Q3 		$1.66M Sell
7,728
-532
-6% -$114K 1.23% 22
2019
Q2 		$1.72M Sell
8,260
-1,090
-12% -$216K 1.42% 19
2019
Q1 		$1.78M Buy
9,350
+45
+0.5% +$8.17K 1.59% 18
2018
Q4 		$1.65M Buy
9,305
+16
+0.2% +$2.84K 1.74% 17
2018
Q3 		$1.55M Sell
9,289
-115
-1% -$18.4K 1.15% 26
2018
Q2 		$1.47M Buy
+9,404
New +$1.52M 1.16% 30

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
DC
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
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

West Branch Capital's MCD Position: Q2 2026 in Review

West Branch Capital reduced its McDonald's (MCD) stake by 58% in Q2 2026, selling an estimated $1.53M and leaving 3,927 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #45.

West Branch Capital first reported a position in MCD in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.34M in Q1 2025. 973 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • West Branch Capital held 3,927 shares of McDonald's worth $1.06M as of Q2 2026.
  • West Branch Capital sold 5,334 McDonald's shares in Q2 2026, an estimated $1.53M.
  • McDonald's made up 0.25% of West Branch Capital's portfolio in Q2 2026, its #45 holding.
  • West Branch Capital first reported a position in McDonald's in Q2 2018 and has held it in 33 quarters since.
  • West Branch Capital's McDonald's position peaked at $3.34M in Q1 2025.
  • 973 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.