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

Yousif 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	$21M	Sell	77,784 -6,619	-8%	-$1.9M	0.24%	61
2026 Q1	$26.2M	Sell	84,403 -3,052	-3%	-$972K	0.31%	47
2025 Q4	$26.5M	Sell	87,455 -4,080	-4%	-$1.25M	0.29%	52
2025 Q3	$27.8M	Sell	91,535 -5,391	-6%	-$1.64M	0.3%	42
2025 Q2	$28.3M	Sell	96,926 -3,698	-4%	-$1.14M	0.31%	46
2025 Q1	$31.4M	Sell	100,624 -2,471	-2%	-$739K	0.36%	36
2024 Q4	$29.9M	Sell	103,095 -4,203	-4%	-$1.25M	0.33%	39
2024 Q3	$32.7M	Sell	107,298 -1,527	-1%	-$421K	0.35%	38
2024 Q2	$27.7M	Sell	108,825 -2,462	-2%	-$653K	0.31%	42
2024 Q1	$31.4M	Sell	111,287 -3,204	-3%	-$932K	0.35%	39
2023 Q4	$33.9M	Sell	114,491 -4,055	-3%	-$1.1M	0.4%	33
2023 Q3	$31.2M	Buy	118,546 +5,539	+5%	+$1.58M	0.4%	32
2023 Q2	$33.7M	Sell	113,007 -733	-0.6%	-$213K	0.41%	29
2023 Q1	$31.8M	Sell	113,740 -2,162	-2%	-$579K	0.41%	31
2022 Q4	$30.5M	Buy	115,902 +478	+0.4%	+$126K	0.4%	36
2022 Q3	$26.6M	Sell	115,424 -2,022	-2%	-$517K	0.38%	35
2022 Q2	$29M	Sell	117,446 -9,328	-7%	-$2.3M	0.38%	36
2022 Q1	$31.3M	Buy	126,774 +678	+0.5%	+$169K	0.34%	40
2021 Q4	$33.8M	Buy	+126,096	New	+$31.8M	0.35%	46

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

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

Yousif Capital Management reduced its McDonald's (MCD) stake by 7.8% in Q2 2026, selling an estimated $1.9M and leaving 77,784 shares worth $21M. The position accounts for 0.24% of the portfolio, ranked #61.

Yousif Capital Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.9M in Q4 2023. 835 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Yousif Capital Management held 77,784 shares of McDonald's worth $21M as of Q2 2026.
Yousif Capital Management sold 6,619 McDonald's shares in Q2 2026, an estimated $1.9M.
McDonald's made up 0.24% of Yousif Capital Management's portfolio in Q2 2026, its #61 holding.
Yousif Capital Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's McDonald's position peaked at $33.9M in Q4 2023.
835 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.