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Westhampton Capital’s McDonald's MCD Stock Holding History

Westhampton 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 		$1.44M Sell
5,313
-200
-4% -$57.3K 0.6% 47
2026
Q1 		$1.71M Sell
5,513
-50
-0.9% -$15.9K 0.8% 36
2025
Q4 		$1.7M Hold
5,563
– – 0.8% 39
2025
Q3 		$1.69M Hold
5,563
– – 0.82% 40
2025
Q2 		$1.63M Sell
5,563
-275
-5% -$84.8K 0.84% 39
2025
Q1 		$1.82M Sell
5,838
-400
-6% -$120K 0.99% 31
2024
Q4 		$1.81M Sell
6,238
-200
-3% -$59.6K 0.92% 32
2024
Q3 		$1.96M Sell
6,438
-100
-2% -$27.6K 1% 34
2024
Q2 		$1.67M Hold
6,538
– – 0.9% 34
2024
Q1 		$1.84M Hold
6,538
– – 1.01% 31
2023
Q4 		$1.94M Hold
6,538
– – 1.15% 27
2023
Q3 		$1.72M Hold
6,538
– – 1.11% 30
2023
Q2 		$1.95M Hold
6,538
– – 1.27% 22
2023
Q1 		$1.83M Hold
6,538
– – 1.17% 26
2022
Q4 		$1.72M Hold
6,538
– – 1.16% 25
2022
Q3 		$1.51M Sell
6,538
-70
-1% -$17.9K 1.14% 24
2022
Q2 		$1.63M Hold
6,608
– – 1.15% 23
2022
Q1 		$1.63M Hold
6,608
– – 1.05% 30
2021
Q4 		$1.77M Buy
6,608
+15
+0.2% +$3.79K 1.08% 27
2021
Q3 		$1.59M Sell
6,593
-600
-8% -$143K 1.09% 28
2021
Q2 		$1.66M Hold
7,193
– – 1.08% 30
2021
Q1 		$1.61M Hold
7,193
– – 1.11% 28
2020
Q4 		$1.54M Hold
7,193
– – 1.15% 24
2020
Q3 		$1.58M Buy
7,193
+40
+0.6% +$8.21K 1.29% 19
2020
Q2 		$1.32M Buy
7,153
+15
+0.2% +$2.75K 1.15% 25
2020
Q1 		$1.18M Hold
7,138
– – 1.23% 25
2019
Q4 		$1.41M Buy
7,138
+50
+0.7% +$9.92K 1.14% 26
2019
Q3 		$1.52M Hold
7,088
– – 1.27% 24
2019
Q2 		$1.47M Buy
+7,088
New +$1.4M 1.24% 23

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Westhampton Capital's MCD Position: Q2 2026 in Review

Westhampton Capital reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $57.3K and leaving 5,313 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #47.

Westhampton Capital first reported a position in MCD in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.96M in Q3 2024. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Westhampton Capital held 5,313 shares of McDonald's worth $1.44M as of Q2 2026.
  • Westhampton Capital sold 200 McDonald's shares in Q2 2026, an estimated $57.3K.
  • McDonald's made up 0.6% of Westhampton Capital's portfolio in Q2 2026, its #47 holding.
  • Westhampton Capital first reported a position in McDonald's in Q2 2019 and has held it in 29 quarters since.
  • Westhampton Capital's McDonald's position peaked at $1.96M in Q3 2024.
  • 1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.