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Westchester Capital Management (Nebraska)’s McDonald's MCD Stock Holding History

Westchester Capital Management (Nebraska)’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 		$15.1M Buy
55,692
+4,084
+8% +$1.17M 2.71% 18
2026
Q1 		$16M Sell
51,608
-54
-0.1% -$17.2K 3.23% 15
2025
Q4 		$15.8M Buy
51,662
+291
+0.6% +$89.1K 3.26% 12
2025
Q3 		$15.6M Sell
51,371
-448
-0.9% -$136K 3.36% 13
2025
Q2 		$15.1M Sell
51,819
-198
-0.4% -$61K 3.56% 12
2025
Q1 		$16.2M Buy
52,017
+654
+1% +$196K 4.04% 10
2024
Q4 		$14.9M Sell
51,363
-1,145
-2% -$341K 3.75% 12
2024
Q3 		$16M Buy
52,508
+244
+0.5% +$67.3K 3.88% 11
2024
Q2 		$13.3M Buy
52,264
+576
+1% +$153K 3.36% 14
2024
Q1 		$14.6M Buy
51,688
+510
+1% +$148K 3.66% 12
2023
Q4 		$15.2M Sell
51,178
-443
-0.9% -$121K 4.08% 10
2023
Q3 		$13.6M Buy
51,621
+1,092
+2% +$311K 3.9% 12
2023
Q2 		$15.1M Sell
50,529
-1,375
-3% -$399K 4.2% 8
2023
Q1 		$14.5M Sell
51,904
-1,966
-4% -$527K 4.17% 10
2022
Q4 		$14.2M Sell
53,870
-1,302
-2% -$343K 4.18% 11
2022
Q3 		$12.7M Sell
55,172
-156
-0.3% -$39.9K 4.11% 10
2022
Q2 		$13.7M Buy
55,328
+605
+1% +$149K 4.17% 9
2022
Q1 		$13.5M Buy
54,723
+2,634
+5% +$656K 3.49% 13
2021
Q4 		$14M Sell
52,089
-1,033
-2% -$261K 3.57% 15
2021
Q3 		$12.8M Sell
53,122
-90
-0.2% -$21.5K 3.57% 12
2021
Q2 		$12.3M Sell
53,212
-641
-1% -$149K 3.45% 16
2021
Q1 		$12.1M Sell
53,853
-378
-0.7% -$80.8K 3.5% 15
2020
Q4 		$11.6M Sell
54,231
-300
-0.6% -$65.2K 3.67% 11
2020
Q3 		$12M Sell
54,531
-80
-0.1% -$16.4K 4.25% 6
2020
Q2 		$10.1M Buy
54,611
+1,811
+3% +$332K 3.8% 13
2020
Q1 		$8.73M Buy
52,800
+1,934
+4% +$381K 3.9% 14
2019
Q4 		$10.1M Buy
50,866
+421
+0.8% +$83.5K 3.5% 18
2019
Q3 		$10.8M Sell
50,445
-280
-0.6% -$60K 4.25% 11
2019
Q2 		$10.5M Buy
50,725
+61
+0.1% +$12.1K 4.13% 10
2019
Q1 		$9.62M Sell
50,664
-1,150
-2% -$209K 4.12% 9
2018
Q4 		$9.2M Sell
51,814
-1,889
-4% -$335K 4.28% 8
2018
Q3 		$8.98M Buy
53,703
+510
+1% +$81.7K 3.56% 17
2018
Q2 		$8.34M Buy
53,193
+29
+0.1% +$4.7K 3.54% 16
2018
Q1 		$8.31M Buy
53,164
+1,265
+2% +$208K 3.51% 19
2017
Q4 		$8.93M Buy
51,899
+175
+0.3% +$29.4K 3.68% 16
2017
Q3 		$8.1M Sell
51,724
-320
-0.6% -$50.2K 3.47% 15
2017
Q2 		$7.97M Sell
52,044
-7,354
-12% -$1.06M 3.63% 15
2017
Q1 		$7.7M Sell
59,398
-219
-0.4% -$27.5K 3.69% 17
2016
Q4 		$7.26M Sell
59,617
-1,015
-2% -$119K 3.62% 17
2016
Q3 		$7M Sell
60,632
-3,450
-5% -$409K 3.4% 19
2016
Q2 		$7.71M Sell
64,082
-325
-0.5% -$40.7K 3.42% 18
2016
Q1 		$8.1M Buy
64,407
+2,019
+3% +$241K 3.65% 13
2015
Q4 		$7.37M Sell
62,388
-700
-1% -$78.3K 3.64% 14
2015
Q3 		$6.22M Sell
63,088
-200
-0.3% -$19.5K 3.33% 18
2015
Q2 		$6.02M Buy
63,288
+310
+0.5% +$30K 2.87% 22
2015
Q1 		$6.14M Buy
62,978
+375
+0.6% +$35.6K 3.03% 22
2014
Q4 		$5.87M Sell
62,603
-225
-0.4% -$21.1K 2.82% 21
2014
Q3 		$5.96M Buy
62,828
+380
+0.6% +$36.2K 2.82% 22
2014
Q2 		$6.29M Buy
62,448
+275
+0.4% +$27.8K 2.96% 22
2014
Q1 		$6.09M Buy
62,173
+900
+1% +$86.1K 3.06% 21
2013
Q4 		$5.95M Sell
61,273
-150
-0.2% -$14.4K 3.19% 21
2013
Q3 		$5.91M Sell
61,423
-65
-0.1% -$6.34K 3.66% 14
2013
Q2 		$6.09M Buy
+61,488
New +$6.16M 3.86% 11

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Westchester Capital Management (Nebraska)'s MCD Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) increased its McDonald's (MCD) stake by 7.9% in Q2 2026, buying an estimated $1.17M and bringing the position to 55,692 shares worth $15.1M. The position accounts for 2.71% of the portfolio, ranked #18.

Westchester Capital Management (Nebraska) first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.2M in Q1 2025. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Westchester Capital Management (Nebraska) held 55,692 shares of McDonald's worth $15.1M as of Q2 2026.
  • Westchester Capital Management (Nebraska) bought 4,084 McDonald's shares in Q2 2026, an estimated $1.17M.
  • McDonald's made up 2.71% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #18 holding.
  • Westchester Capital Management (Nebraska) first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Westchester Capital Management (Nebraska)'s McDonald's position peaked at $16.2M in Q1 2025.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.