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Woodward Diversified Capital’s McDonald's MCD Stock Holding History

Woodward Diversified Capital’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 		$799K Sell
2,958
-13
-0.4% -$3.73K 0.35% 71
2026
Q1 		$925K Buy
2,971
+78
+3% +$24.8K 0.42% 59
2025
Q4 		$884K Buy
2,893
+153
+6% +$46.9K 0.4% 63
2025
Q3 		$833K Buy
2,740
+2
+0.1% +$609 0.39% 70
2025
Q2 		$800K Buy
2,738
+1,148
+72% +$354K 0.4% 68
2025
Q1 		$497K Buy
1,590
+119
+8% +$35.6K 0.35% 71
2024
Q4 		$426K Sell
1,471
-1,112
-43% -$332K 0.31% 71
2024
Q3 		$786K Buy
2,583
+69
+3% +$19K 0.5% 59
2024
Q2 		$641K Buy
2,514
+133
+6% +$35.3K 0.38% 72
2024
Q1 		$672K Buy
2,381
+249
+12% +$72.4K 0.42% 66
2023
Q4 		$632K Sell
2,132
-38
-2% -$10.3K 0.4% 67
2023
Q3 		$572K Buy
2,170
+280
+15% +$79.9K 0.41% 69
2023
Q2 		$564K Sell
1,890
-64
-3% -$18.6K 0.43% 62
2023
Q1 		$546K Buy
1,954
+45
+2% +$12.1K 0.43% 63
2022
Q4 		$503K Sell
1,909
-163
-8% -$43K 0.41% 65
2022
Q3 		$478K Sell
2,072
-113
-5% -$28.9K 0.39% 62
2022
Q2 		$539K Buy
2,185
+117
+6% +$28.8K 0.41% 62
2022
Q1 		$511K Buy
2,068
+195
+10% +$48.6K 0.33% 80
2021
Q4 		$502K Buy
1,873
+58
+3% +$14.6K 0.3% 85
2021
Q3 		$438K Buy
+1,815
New +$433K 0.27% 97

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

Woodward Diversified Capital's MCD Position: Q2 2026 in Review

Woodward Diversified Capital reduced its McDonald's (MCD) stake by 0.44% in Q2 2026, selling an estimated $3.73K and leaving 2,958 shares worth $799K. The position accounts for 0.35% of the portfolio, ranked #71.

Woodward Diversified Capital first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $925K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Woodward Diversified Capital held 2,958 shares of McDonald's worth $799K as of Q2 2026.
  • Woodward Diversified Capital sold 13 McDonald's shares in Q2 2026, an estimated $3.73K.
  • McDonald's made up 0.35% of Woodward Diversified Capital's portfolio in Q2 2026, its #71 holding.
  • Woodward Diversified Capital first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • Woodward Diversified Capital's McDonald's position peaked at $925K in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.