Whalerock Point Partners’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 | $5.82M | Buy |
21,529
+1,411
| +7% | +$405K | 0.99% | 26 |
|
|
2026
Q1 | $6.25M | Buy |
20,118
+375
| +2% | +$119K | 1.21% | 23 |
|
|
2025
Q4 | $6.03M | Sell |
19,743
-485
| -2% | -$149K | 1.15% | 22 |
|
|
2025
Q3 | $6.15M | Buy |
20,228
+215
| +1% | +$65.4K | 1.25% | 20 |
|
|
2025
Q2 | $5.85M | Buy |
20,013
+350
| +2% | +$108K | 1.26% | 19 |
|
|
2025
Q1 | $6.14M | Buy |
19,663
+823
| +4% | +$246K | 1.46% | 17 |
|
|
2024
Q4 | $5.46M | Buy |
18,840
+308
| +2% | +$91.8K | 1.27% | 19 |
|
|
2024
Q3 | $5.64M | Buy |
18,532
+865
| +5% | +$238K | 1.34% | 18 |
|
|
2024
Q2 | $4.5M | Buy |
17,667
+118
| +0.7% | +$31.3K | 1.2% | 21 |
|
|
2024
Q1 | $4.95M | Buy |
17,549
+335
| +2% | +$97.4K | 1.35% | 21 |
|
|
2023
Q4 | $5.1M | Sell |
17,214
-243
| -1% | -$66.1K | 1.58% | 17 |
|
|
2023
Q3 | $4.6M | Buy |
17,457
+470
| +3% | +$134K | 1.59% | 18 |
|
|
2023
Q2 | $5.07M | Sell |
16,987
-9
| -0.1% | -$2.62K | 1.72% | 15 |
|
|
2023
Q1 | $4.75M | Buy |
16,996
+247
| +1% | +$66.2K | 1.77% | 16 |
|
|
2022
Q4 | $4.41M | Buy |
16,749
+570
| +4% | +$150K | 1.79% | 18 |
|
|
2022
Q3 | $3.73M | Buy |
16,179
+573
| +4% | +$146K | 1.64% | 18 |
|
|
2022
Q2 | $3.85M | Buy |
15,606
+245
| +2% | +$60.3K | 1.63% | 18 |
|
|
2022
Q1 | $3.8M | Buy |
15,361
+490
| +3% | +$122K | 1.35% | 22 |
|
|
2021
Q4 | $3.99M | Buy |
14,871
+175
| +1% | +$44.2K | 1.37% | 24 |
|
|
2021
Q3 | $3.54M | Buy |
14,696
+585
| +4% | +$140K | 1.37% | 25 |
|
|
2021
Q2 | $3.26M | Buy |
14,111
+90
| +0.6% | +$20.9K | 1.25% | 27 |
|
|
2021
Q1 | $3.14M | Sell |
14,021
-1,365
| -9% | -$292K | 1.38% | 25 |
|
|
2020
Q4 | $3.3M | Buy |
15,386
+12,343
| +406% | +$2.68M | 1.57% | 23 |
|
|
2020
Q3 | $3.04M | Sell |
3,043
-15,222
| -83% | -$3.13M | 1.68% | 21 |
|
|
2020
Q2 | $3.37M | Sell |
18,265
-440
| -2% | -$80.7K | 1.99% | 12 |
|
|
2020
Q1 | $3.09M | Sell |
18,705
-1,144
| -6% | -$225K | 2.21% | 12 |
|
|
2019
Q4 | $3.92M | Sell |
19,849
-9,219
| -32% | -$1.83M | 2.09% | 11 |
|
|
2019
Q3 | $6.24M | Buy |
29,068
+13
| +0% | +$2.79K | 3.36% | 4 |
|
|
2019
Q2 | $6.03M | Hold |
29,055
| – | – | 3.45% | 4 |
|
|
2019
Q1 | $5.52M | Buy |
29,055
+200
| +0.7% | +$36.3K | 3.61% | 4 |
|
|
2018
Q4 | $5.12M | Sell |
28,855
-75
| -0.3% | -$13.3K | 4.77% | 3 |
|
|
2018
Q3 | $4.84M | Hold |
28,930
| – | – | 3.51% | 4 |
|
|
2018
Q2 | $4.53M | Sell |
28,930
-272
| -0.9% | -$44.1K | 3.62% | 4 |
|
|
2018
Q1 | $4.57M | Sell |
29,202
-2,651
| -8% | -$436K | 1.46% | 8 |
|
|
2017
Q4 | $5.48M | Hold |
31,853
| – | – | 1.74% | 7 |
|
|
2017
Q3 | $4.99M | Sell |
31,853
-75
| -0.2% | -$11.8K | 1.76% | 7 |
|
|
2017
Q2 | $4.89M | Sell |
31,928
-1,624
| -5% | -$235K | 1.8% | 8 |
|
|
2017
Q1 | $4.35M | Sell |
33,552
-578
| -2% | -$72.5K | 1.62% | 10 |
|
|
2016
Q4 | $4.15M | Buy |
34,130
+300
| +0.9% | +$35.2K | 1.63% | 10 |
|
|
2016
Q3 | $3.9M | Buy |
+33,830
| New | +$4.01M | 1.61% | 11 |
|
|
2016
Q1 | $4.25M | Sell |
33,836
-2,480
| -7% | -$296K | 1.83% | 9 |
|
|
2015
Q4 | $4.29M | Sell |
36,316
-60
| -0.2% | -$6.71K | 1.87% | 10 |
|
|
2015
Q3 | $3.58M | Sell |
36,376
-440
| -1% | -$42.9K | 1.55% | 12 |
|
|
2015
Q2 | $3.5M | Sell |
36,816
-650
| -2% | -$62.9K | 1.45% | 12 |
|
|
2015
Q1 | $3.65M | Sell |
37,466
-3,690
| -9% | -$350K | 1.49% | 12 |
|
|
2014
Q4 | $3.86M | Sell |
41,156
-840
| -2% | -$78.6K | 1.63% | 11 |
|
|
2014
Q3 | $3.98M | Sell |
41,996
-1,965
| -4% | -$187K | 1.8% | 8 |
|
|
2014
Q2 | $4.43M | Buy |
43,961
+515
| +1% | +$52K | 2.1% | 6 |
|
|
2014
Q1 | $4.26M | Sell |
43,446
-150
| -0.3% | -$14.3K | 2.17% | 6 |
|
|
2013
Q4 | $4.23M | Buy |
+43,596
| New | +$4.19M | 2.21% | 6 |
|
Other funds holding MCD
Whalerock Point Partners's MCD Position: Q2 2026 in Review
Whalerock Point Partners increased its McDonald's (MCD) stake by 7% in Q2 2026, buying an estimated $405K and bringing the position to 21,529 shares worth $5.82M. The position accounts for 0.99% of the portfolio, ranked #26.
Whalerock Point Partners first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.25M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Whalerock Point Partners held 21,529 shares of McDonald's worth $5.82M as of Q2 2026.
- Whalerock Point Partners bought 1,411 McDonald's shares in Q2 2026, an estimated $405K.
- McDonald's made up 0.99% of Whalerock Point Partners's portfolio in Q2 2026, its #26 holding.
- Whalerock Point Partners first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
- Whalerock Point Partners's McDonald's position peaked at $6.25M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.