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

Winebrenner 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	$750K	Sell	2,773 -12	-0.4%	-$3.44K	0.46%	66
2026 Q1	$865K	Buy	2,785 +13	+0.5%	+$4.14K	0.56%	54
2025 Q4	$847K	Sell	2,772 -79	-3%	-$24.2K	0.56%	53
2025 Q3	$866K	Sell	2,851 -42	-1%	-$12.8K	0.62%	50
2025 Q2	$845K	Buy	2,893 +2	+0.1%	+$617	0.68%	47
2025 Q1	$903K	Buy	2,891 +3	+0.1%	+$897	0.81%	37
2024 Q4	$837K	Buy	+2,888	New	+$861K	0.65%	52

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

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

Winebrenner Capital Management reduced its McDonald's (MCD) stake by 0.43% in Q2 2026, selling an estimated $3.44K and leaving 2,773 shares worth $750K. The position accounts for 0.46% of the portfolio, ranked #66.

Winebrenner Capital Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $903K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Winebrenner Capital Management held 2,773 shares of McDonald's worth $750K as of Q2 2026.
Winebrenner Capital Management sold 12 McDonald's shares in Q2 2026, an estimated $3.44K.
McDonald's made up 0.46% of Winebrenner Capital Management's portfolio in Q2 2026, its #66 holding.
Winebrenner Capital Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's McDonald's position peaked at $903K in Q1 2025.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.