Y-Intercept (HK)’s McDonald's MCD Stock Holding History

Y-Intercept (HK)’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	$10.4M	Buy	38,443 +18,599	+94%	+$5.33M	0.21%	82
2026 Q1	$6.17M	Sell	19,844 -6,835	-26%	-$2.18M	0.12%	252
2025 Q4	$8.15M	Buy	+26,679	New	+$8.17M	0.18%	102
2025 Q3	–	Sell	-20,626	Closed	-$6.03M	–	1844
2025 Q2	$6.03M	Buy	+20,626	New	+$6.36M	0.15%	167
2024 Q3	–	Sell	-16,632	Closed	-$4.24M	–	1595
2024 Q2	$4.24M	Buy	+16,632	New	+$4.41M	0.23%	83
2023 Q4	–	Sell	-5,235	Closed	-$1.38M	–	1478
2023 Q3	$1.38M	Buy	+5,235	New	+$1.49M	0.13%	222
2023 Q2	–	Sell	-2,768	Closed	-$774K	–	1541
2023 Q1	$774K	Buy	+2,768	New	+$742K	0.09%	340
2022 Q4	–	Sell	-15,267	Closed	-$3.52M	–	1204
2022 Q3	$3.52M	Buy	15,267 +13,519	+773%	+$3.46M	0.35%	47
2022 Q2	$432K	Buy	+1,748	New	+$430K	0.06%	471
2021 Q2	–	Sell	-11,329	Closed	-$2.55M	–	779
2021 Q1	$2.55M	Buy	11,329 +8,802	+348%	+$1.88M	0.68%	11
2020 Q4	$535K	Buy	+2,527	New	+$550K	0.23%	135

Other funds holding MCD

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

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Y-Intercept (HK)'s MCD Position: Q2 2026 in Review

Y-Intercept (HK) increased its McDonald's (MCD) stake by 94% in Q2 2026, buying an estimated $5.33M and bringing the position to 38,443 shares worth $10.4M. The position accounts for 0.21% of the portfolio, ranked #82.

Y-Intercept (HK) first reported a position in MCD in Q4 2020 and has held it in 11 quarters since. 1,171 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Y-Intercept (HK) held 38,443 shares of McDonald's worth $10.4M as of Q2 2026.
Y-Intercept (HK) bought 18,599 McDonald's shares in Q2 2026, an estimated $5.33M.
McDonald's made up 0.21% of Y-Intercept (HK)'s portfolio in Q2 2026, its #82 holding.
Y-Intercept (HK) first reported a position in McDonald's in Q4 2020 and has held it in 11 quarters since.
1,171 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.