4WM
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4J Wealth Management’s McDonald's MCD Stock Holding History

4J Wealth 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 		$229K Sell
848
-539
-39% -$155K 0.11% 100
2026
Q1 		$431K Sell
1,387
-125
-8% -$39.8K 0.25% 61
2025
Q4 		$462K Sell
1,512
-70
-4% -$21.4K 0.26% 59
2025
Q3 		$481K Buy
1,582
+493
+45% +$150K 0.28% 55
2025
Q2 		$318K Sell
1,089
-43
-4% -$13.3K 0.22% 67
2025
Q1 		$354K Buy
1,132
+38
+3% +$11.4K 0.28% 59
2024
Q4 		$317K Hold
1,094
– – 0.26% 63
2024
Q3 		$333K Hold
1,094
– – 0.26% 64
2024
Q2 		$279K Sell
1,094
-47
-4% -$12.5K 0.23% 69
2024
Q1 		$322K Sell
1,141
-3
-0.3% -$872 0.28% 64
2023
Q4 		$339K Buy
1,144
+64
+6% +$17.4K 0.31% 59
2023
Q3 		$285K Hold
1,080
– – 0.28% 63
2023
Q2 		$322K Sell
1,080
-10
-0.9% -$2.9K 0.31% 63
2023
Q1 		$305K Sell
1,090
-15
-1% -$4.02K 0.33% 61
2022
Q4 		$291K Hold
1,105
– – 0.34% 62
2022
Q3 		$255K Sell
1,105
-24
-2% -$6.13K 0.33% 60
2022
Q2 		$279K Hold
1,129
– – 0.35% 53
2022
Q1 		$279K Hold
1,129
– – 0.24% 56
2021
Q4 		$303K Sell
1,129
-70
-6% -$17.7K 0.26% 60
2021
Q3 		$289K Sell
1,199
-15
-1% -$3.58K 0.25% 61
2021
Q2 		$280K Hold
1,214
– – 0.24% 63
2021
Q1 		$272K Hold
1,214
– – 0.25% 65
2020
Q4 		$260K Buy
+1,214
New +$264K 0.25% 64

Other funds holding MCD

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

4J Wealth Management's MCD Position: Q2 2026 in Review

4J Wealth Management reduced its McDonald's (MCD) stake by 39% in Q2 2026, selling an estimated $155K and leaving 848 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #100.

4J Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $481K in Q3 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • 4J Wealth Management held 848 shares of McDonald's worth $229K as of Q2 2026.
  • 4J Wealth Management sold 539 McDonald's shares in Q2 2026, an estimated $155K.
  • McDonald's made up 0.11% of 4J Wealth Management's portfolio in Q2 2026, its #100 holding.
  • 4J Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's McDonald's position peaked at $481K in Q3 2025.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.