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ZWJ Investment Counsel’s McDonald's MCD Stock Holding History

ZWJ Investment Counsel’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 		$667K Sell
2,469
-304
-11% -$87.2K 0.02% 151
2026
Q1 		$862K Sell
2,773
-221
-7% -$70.4K 0.03% 127
2025
Q4 		$915K Buy
2,994
+1
+0% +$306 0.03% 123
2025
Q3 		$910K Sell
2,993
-292
-9% -$88.9K 0.03% 122
2025
Q2 		$960K Sell
3,285
-909
-22% -$280K 0.04% 115
2025
Q1 		$1.31M Sell
4,194
-141
-3% -$42.2K 0.05% 109
2024
Q4 		$1.26M Sell
4,335
-646
-13% -$193K 0.05% 107
2024
Q3 		$1.52M Sell
4,981
-279
-5% -$76.9K 0.06% 104
2024
Q2 		$1.34M Buy
5,260
+1,280
+32% +$340K 0.06% 103
2024
Q1 		$1.12M Sell
3,980
-725
-15% -$211K 0.05% 104
2023
Q4 		$1.4M Sell
4,705
-270
-5% -$73.5K 0.07% 94
2023
Q3 		$1.31M Sell
4,975
-79
-2% -$22.5K 0.07% 96
2023
Q2 		$1.51M Buy
5,054
+322
+7% +$93.6K 0.08% 94
2023
Q1 		$1.32M Sell
4,732
-107
-2% -$28.7K 0.07% 94
2022
Q4 		$1.28M Buy
4,839
+1
+0% +$264 0.07% 96
2022
Q3 		$1.12M Sell
4,838
-99
-2% -$25.3K 0.07% 99
2022
Q2 		$1.22M Buy
4,937
+117
+2% +$28.8K 0.07% 100
2022
Q1 		$1.19M Sell
4,820
-959
-17% -$239K 0.06% 98
2021
Q4 		$1.55M Buy
5,779
+976
+20% +$246K 0.08% 92
2021
Q3 		$1.16M Sell
4,803
-1,303
-21% -$311K 0.07% 95
2021
Q2 		$1.41M Buy
6,106
+599
+11% +$139K 0.08% 90
2021
Q1 		$1.23M Sell
5,507
-223
-4% -$47.7K 0.08% 96
2020
Q4 		$1.23M Hold
5,730
– – 0.08% 90
2020
Q3 		$1.26M Hold
5,730
– – 0.1% 82
2020
Q2 		$1.06M Sell
5,730
-567
-9% -$104K 0.09% 79
2020
Q1 		$1.04M Sell
6,297
-384
-6% -$75.7K 0.09% 103
2019
Q4 		$1.32M Buy
6,681
+627
+10% +$124K 0.09% 101
2019
Q3 		$1.3M Buy
6,054
+825
+16% +$177K 0.1% 79
2019
Q2 		$1.09M Buy
5,229
+55
+1% +$10.9K 0.09% 85
2019
Q1 		$983K Sell
5,174
-313
-6% -$56.8K 0.08% 86
2018
Q4 		$974K Buy
5,487
+198
+4% +$35.1K 0.09% 84
2018
Q3 		$885K Buy
5,289
+775
+17% +$124K 0.07% 84
2018
Q2 		$707K Sell
4,514
-157
-3% -$25.5K 0.06% 91
2018
Q1 		$730K Sell
4,671
-1,826
-28% -$300K 0.07% 90
2017
Q4 		$1.12M Sell
6,497
-559
-8% -$93.9K 0.09% 104
2017
Q3 		$1.1M Buy
7,056
+178
+3% +$27.9K 0.09% 103
2017
Q2 		$1.05M Buy
6,878
+1,829
+36% +$264K 0.08% 109
2017
Q1 		$654K Sell
5,049
-1,664
-25% -$209K 0.05% 143
2016
Q4 		$817K Buy
6,713
+958
+17% +$112K 0.08% 94
2016
Q3 		$664K Sell
5,755
-47
-0.8% -$5.57K 0.07% 96
2016
Q2 		$698K Buy
5,802
+1,750
+43% +$219K 0.07% 99
2016
Q1 		$509K Sell
4,052
-160
-4% -$19.1K 0.05% 104
2015
Q4 		$498K Hold
4,212
– – 0.05% 107
2015
Q3 		$415K Buy
4,212
+400
+10% +$39K 0.05% 108
2015
Q2 		$362K Buy
3,812
+400
+12% +$38.7K 0.04% 120
2015
Q1 		$333K Sell
3,412
-200
-6% -$19K 0.03% 123
2014
Q4 		$338K Hold
3,612
– – 0.03% 123
2014
Q3 		$342K Sell
3,612
-1,402
-28% -$134K 0.04% 117
2014
Q2 		$505K Buy
5,014
+27
+0.5% +$2.73K 0.06% 102
2014
Q1 		$489K Sell
4,987
-85
-2% -$8.13K 0.06% 98
2013
Q4 		$492K Buy
5,072
+104
+2% +$9.99K 0.06% 100
2013
Q3 		$478K Buy
4,968
+11
+0.2% +$1.07K 0.06% 97
2013
Q2 		$491K Buy
+4,957
New +$496K 0.07% 93

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
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
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

ZWJ Investment Counsel's MCD Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $87.2K and leaving 2,469 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #151.

ZWJ Investment Counsel first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.55M in Q4 2021. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • ZWJ Investment Counsel held 2,469 shares of McDonald's worth $667K as of Q2 2026.
  • ZWJ Investment Counsel sold 304 McDonald's shares in Q2 2026, an estimated $87.2K.
  • McDonald's made up 0.02% of ZWJ Investment Counsel's portfolio in Q2 2026, its #151 holding.
  • ZWJ Investment Counsel first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • ZWJ Investment Counsel's McDonald's position peaked at $1.55M in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.