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Whitney & Co’s McDonald's MCD Stock Holding History

Whitney & Co’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 		$2.07M Buy
7,664
+668
+10% +$192K 0.15% 80
2026
Q1 		$2.17M Buy
6,996
+75
+1% +$23.9K 0.18% 74
2025
Q4 		$2.12M Buy
6,921
+4,640
+203% +$1.42M 0.17% 77
2025
Q3 		$693K Hold
2,281
– – 0.06% 83
2025
Q2 		$666K Hold
2,281
– – 0.07% 81
2025
Q1 		$713K Sell
2,281
-50
-2% -$15K 0.08% 82
2024
Q4 		$676K Sell
2,331
-31
-1% -$9.24K 0.07% 76
2024
Q3 		$719K Sell
2,362
-103
-4% -$28.4K 0.08% 75
2024
Q2 		$628K Sell
2,465
-438
-15% -$116K 0.07% 78
2024
Q1 		$819K Sell
2,903
-22
-0.8% -$6.4K 0.1% 71
2023
Q4 		$867K Buy
2,925
+6
+0.2% +$1.63K 0.11% 68
2023
Q3 		$769K Sell
2,919
-175
-6% -$49.9K 0.12% 72
2023
Q2 		$923K Hold
3,094
– – 0.13% 70
2023
Q1 		$865K Hold
3,094
– – 0.14% 70
2022
Q4 		$815K Hold
3,094
– – 0.15% 70
2022
Q3 		$714K Buy
3,094
+19
+0.6% +$4.86K 0.14% 74
2022
Q2 		$759K Sell
3,075
-47
-2% -$11.6K 0.14% 77
2022
Q1 		$772K Sell
3,122
-80
-2% -$19.9K 0.12% 80
2021
Q4 		$858K Sell
3,202
-175
-5% -$44.2K 0.13% 75
2021
Q3 		$814K Hold
3,377
– – 0.13% 70
2021
Q2 		$780K Sell
3,377
-125
-4% -$29.1K 0.12% 74
2021
Q1 		$785K Buy
3,502
+25
+0.7% +$5.35K 0.14% 69
2020
Q4 		$749K Sell
3,477
-200
-5% -$43.5K 0.12% 76
2020
Q3 		$807K Sell
3,677
-50
-1% -$10.3K 0.15% 69
2020
Q2 		$688K Sell
3,727
-211
-5% -$38.7K 0.14% 68
2020
Q1 		$651K Sell
3,938
-350
-8% -$69K 0.16% 64
2019
Q4 		$847K Sell
4,288
-120
-3% -$23.8K 0.17% 71
2019
Q3 		$832K Sell
4,408
-325
-7% -$69.7K 0.17% 69
2019
Q2 		$983K Sell
4,733
-11
-0.2% -$2.18K 0.22% 67
2019
Q1 		$937K Sell
4,744
-1,070
-18% -$194K 0.21% 66
2018
Q4 		$1.03M Sell
5,814
-1,233
-17% -$219K 0.26% 65
2018
Q3 		$1.31M Sell
7,047
-1,126
-14% -$180K 0.31% 68
2018
Q2 		$1.28M Sell
8,173
-1,200
-13% -$195K 0.34% 63
2018
Q1 		$1.47M Sell
9,373
-528
-5% -$86.9K 0.42% 61
2017
Q4 		$1.7M Sell
9,901
-800
-7% -$134K 0.49% 63
2017
Q3 		$1.64M Hold
10,701
– – 0.55% 59
2017
Q2 		$1.64M Sell
10,701
-100
-0.9% -$14.5K 0.54% 61
2017
Q1 		$1.4M Sell
10,801
-250
-2% -$31.4K 0.51% 62
2016
Q4 		$1.34M Buy
11,051
+351
+3% +$41.2K 0.51% 63
2016
Q3 		$1.23M Hold
10,700
– – 0.49% 62
2016
Q2 		$1.29M Hold
10,700
– – 0.52% 63
2016
Q1 		$1.34M Sell
10,700
-105
-1% -$12.5K 0.58% 58
2015
Q4 		$1.28M Sell
10,805
-70
-0.6% -$7.83K 0.56% 62
2015
Q3 		$1.07M Sell
10,875
-200
-2% -$19.5K 0.49% 67
2015
Q2 		$1.05M Sell
11,075
-300
-3% -$29K 0.46% 68
2015
Q1 		$1.11M Buy
11,375
+100
+0.9% +$9.49K 0.5% 64
2014
Q4 		$1.06M Buy
11,275
+2,475
+28% +$232K 0.47% 64
2014
Q3 		$834K Buy
+8,800
New +$839K 0.38% 70

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whitney & Co's MCD Position: Q2 2026 in Review

Whitney & Co increased its McDonald's (MCD) stake by 9.5% in Q2 2026, buying an estimated $192K and bringing the position to 7,664 shares worth $2.07M. The position accounts for 0.15% of the portfolio, ranked #80.

Whitney & Co first reported a position in MCD in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.17M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Whitney & Co held 7,664 shares of McDonald's worth $2.07M as of Q2 2026.
  • Whitney & Co bought 668 McDonald's shares in Q2 2026, an estimated $192K.
  • McDonald's made up 0.15% of Whitney & Co's portfolio in Q2 2026, its #80 holding.
  • Whitney & Co first reported a position in McDonald's in Q3 2014 and has held it in 48 quarters since.
  • Whitney & Co's McDonald's position peaked at $2.17M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.