4Wealth Advisors’s McDonald's MCD Stock Holding History

4Wealth Advisors’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	$942K	Buy	3,527 +48	+1%	+$13.8K	0.72%	39
2026 Q1	$1.07M	Buy	3,479 +2	+0.1%	+$637	0.92%	30
2025 Q4	$1.06M	Buy	3,477 +99	+3%	+$30.3K	0.91%	29
2025 Q3	$1.03M	Buy	3,378 +172	+5%	+$52.4K	0.92%	30
2025 Q2	$937K	Sell	3,206 -16	-0.5%	-$4.93K	0.95%	28
2025 Q1	$1.01M	Buy	3,222 +164	+5%	+$49.1K	1.1%	23
2024 Q4	$886K	Buy	+3,058	New	+$912K	0.89%	27

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

4Wealth Advisors's MCD Position: Q2 2026 in Review

4Wealth Advisors increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,527 shares worth $942K. The position accounts for 0.72% of the portfolio, ranked #39.

4Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

4Wealth Advisors held 3,527 shares of McDonald's worth $942K as of Q2 2026.
4Wealth Advisors bought 48 McDonald's shares in Q2 2026, an estimated $13.8K.
McDonald's made up 0.72% of 4Wealth Advisors's portfolio in Q2 2026, its #39 holding.
4Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's McDonald's position peaked at $1.07M in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.