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Whitener Capital Management’s McDonald's MCD Stock Holding History

Whitener Capital Management’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 		$9.04M Buy
33,453
+635
+2% +$182K 1.92% 12
2026
Q1 		$10.2M Buy
32,818
+211
+0.6% +$67.2K 2.33% 8
2025
Q4 		$9.97M Buy
32,607
+991
+3% +$304K 2.27% 10
2025
Q3 		$9.61M Buy
31,616
+933
+3% +$284K 2.3% 9
2025
Q2 		$8.96M Buy
30,683
+308
+1% +$95K 2.37% 10
2025
Q1 		$9.49M Buy
30,375
+1,502
+5% +$449K 2.68% 9
2024
Q4 		$8.37M Buy
28,873
+1,404
+5% +$419K 2.35% 10
2024
Q3 		$8.36M Buy
27,469
+2,124
+8% +$585K 2.37% 10
2024
Q2 		$6.46M Buy
25,345
+3,004
+13% +$797K 1.96% 12
2024
Q1 		$6.3M Buy
22,341
+778
+4% +$226K 2.06% 12
2023
Q4 		$6.39M Buy
21,563
+597
+3% +$162K 2.31% 9
2023
Q3 		$5.52M Buy
20,966
+1,253
+6% +$357K 2.21% 10
2023
Q2 		$5.88M Buy
19,713
+642
+3% +$187K 2.26% 10
2023
Q1 		$5.33M Buy
19,071
+1,990
+12% +$533K 2.23% 10
2022
Q4 		$4.5M Buy
17,081
+1,785
+12% +$471K 1.97% 13
2022
Q3 		$3.53M Buy
15,296
+270
+2% +$69K 1.67% 18
2022
Q2 		$3.71M Buy
15,026
+315
+2% +$77.6K 1.67% 18
2022
Q1 		$3.64M Buy
14,711
+2,002
+16% +$499K 1.37% 20
2021
Q4 		$3.41M Buy
12,709
+2,373
+23% +$599K 1.22% 19
2021
Q3 		$2.22M Sell
10,336
-1,870
-15% -$446K 1.02% 23
2021
Q2 		$2.82M Buy
12,206
+185
+2% +$43.1K 1.12% 20
2021
Q1 		$2.69M Buy
12,021
+1,685
+16% +$360K 1.17% 19
2020
Q4 		$2.22M Buy
10,336
+483
+5% +$105K 1.01% 23
2020
Q3 		$2.16M Sell
9,853
-305
-3% -$62.6K 1.04% 20
2020
Q2 		$1.87M Buy
10,158
+1,040
+11% +$191K 0.97% 23
2020
Q1 		$1.51M Buy
9,118
+4,905
+116% +$966K 0.97% 30
2019
Q4 		$832K Buy
4,213
+200
+5% +$39.7K 0.43% 60
2019
Q3 		$861K Sell
4,013
-10
-0.2% -$2.14K 0.47% 50
2019
Q2 		$835K Buy
4,023
+1,050
+35% +$208K 0.48% 53
2019
Q1 		$564K Sell
2,973
-1,000
-25% -$181K 0.37% 69
2018
Q4 		$705K Buy
3,973
+1,020
+35% +$181K 0.52% 53
2018
Q3 		$494K Buy
2,953
+100
+4% +$16K 0.32% 78
2018
Q2 		$447K Hold
2,853
– – 0.35% 81
2018
Q1 		$446K Hold
2,853
– – 0.34% 74
2017
Q4 		$491K Buy
+2,853
New +$479K 0.42% 67

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Whitener Capital Management's MCD Position: Q2 2026 in Review

Whitener Capital Management increased its McDonald's (MCD) stake by 1.9% in Q2 2026, buying an estimated $182K and bringing the position to 33,453 shares worth $9.04M. The position accounts for 1.92% of the portfolio, ranked #12.

Whitener Capital Management first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.2M in Q1 2026. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Whitener Capital Management held 33,453 shares of McDonald's worth $9.04M as of Q2 2026.
  • Whitener Capital Management bought 635 McDonald's shares in Q2 2026, an estimated $182K.
  • McDonald's made up 1.92% of Whitener Capital Management's portfolio in Q2 2026, its #12 holding.
  • Whitener Capital Management first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's McDonald's position peaked at $10.2M in Q1 2026.
  • 715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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