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A4 Wealth Advisors’s McDonald's MCD Stock Holding History

A4 Wealth 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 		– Sell
-851
Closed -$265K – 105
2026
Q1 		$265K Sell
851
-375
-31% -$119K 0.22% 75
2025
Q4 		$375K Sell
1,226
-745
-38% -$228K 0.32% 63
2025
Q3 		$599K Buy
+1,971
New +$600K 0.5% 55

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

A4 Wealth Advisors's MCD Position: Q2 2026 in Review

A4 Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 851 shares — an estimated $265K sold.

A4 Wealth Advisors first reported a position in MCD in Q3 2025 and held it in 3 quarters. The position peaked at $599K in Q3 2025. 2,148 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • A4 Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 851 McDonald's shares in Q2 2026, an estimated $265K.
  • A4 Wealth Advisors first reported a position in McDonald's in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's McDonald's position peaked at $599K in Q3 2025.
  • 2,148 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.