William B. Walkup & Associates’s McDonald's MCD Stock Holding History

William B. Walkup & Associates’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	$938K	Sell	3,468 -141	-4%	-$40.4K	0.45%	50
2026 Q1	$1.13M	Buy	3,609 +81	+2%	+$25.8K	0.67%	37
2025 Q4	$1.08M	Sell	3,528 -81	-2%	-$24.8K	0.59%	43
2025 Q3	$1.1M	Hold	3,609	–	–	0.59%	42
2025 Q2	$1.05M	Hold	3,609	–	–	0.62%	40
2025 Q1	$1.13M	Hold	3,609	–	–	0.69%	36
2024 Q4	$1.05M	Sell	3,609 -94	-3%	-$28K	0.66%	39
2024 Q3	$1.13M	Sell	3,703 -60	-2%	-$16.5K	0.7%	38
2024 Q2	$959K	Buy	+3,763	New	+$998K	0.63%	41

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William B. Walkup & Associates's MCD Position: Q2 2026 in Review

William B. Walkup & Associates reduced its McDonald's (MCD) stake by 3.9% in Q2 2026, selling an estimated $40.4K and leaving 3,468 shares worth $938K. The position accounts for 0.45% of the portfolio, ranked #50.

William B. Walkup & Associates first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

William B. Walkup & Associates held 3,468 shares of McDonald's worth $938K as of Q2 2026.
William B. Walkup & Associates sold 141 McDonald's shares in Q2 2026, an estimated $40.4K.
McDonald's made up 0.45% of William B. Walkup & Associates's portfolio in Q2 2026, its #50 holding.
William B. Walkup & Associates first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's McDonald's position peaked at $1.13M in Q3 2024.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.