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AAFMAA Wealth Management & Trust’s McDonald's MCD Stock Holding History

AAFMAA Wealth Management & Trust’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 		$332K Hold
1,230
– – 0.12% 85
2026
Q1 		$382K Hold
1,230
– – 0.15% 81
2025
Q4 		$376K Hold
1,230
– – 0.15% 79
2025
Q3 		$374K Hold
1,230
– – 0.15% 80
2025
Q2 		$359K Hold
1,230
– – 0.15% 80
2025
Q1 		$384K Hold
1,230
– – 0.17% 76
2024
Q4 		$357K Sell
1,230
-100
-8% -$29.8K 0.16% 65
2024
Q3 		$405K Hold
1,330
– – 0.18% 64
2024
Q2 		$339K Hold
1,330
– – 0.17% 70
2024
Q1 		$375K Hold
1,330
– – 0.2% 59
2023
Q4 		$394K Hold
1,330
– – 0.22% 51
2023
Q3 		$350K Sell
1,330
-895
-40% -$255K 0.33% 43
2023
Q2 		$664K Hold
2,225
– – 0.55% 39
2023
Q1 		$622K Hold
2,225
– – 0.5% 40
2022
Q4 		$586K Sell
2,225
-125
-5% -$33K 0.53% 39
2022
Q3 		$542K Buy
+2,350
New +$601K 0.4% 49
2022
Q2 		– Sell
-2,400
Closed -$593K – 63
2022
Q1 		$593K Sell
2,400
-97
-4% -$24.2K 0.27% 54
2021
Q4 		$669K Sell
2,497
-35
-1% -$8.84K 0.29% 53
2021
Q3 		$610K Hold
2,532
– – 0.29% 56
2021
Q2 		$585K Hold
2,532
– – 0.27% 54
2021
Q1 		$567K Sell
2,532
-7,177
-74% -$1.53M 0.27% 53
2020
Q4 		$2.08M Buy
+9,709
New +$2.11M 1.01% 36

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

AAFMAA Wealth Management & Trust's MCD Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust held its McDonald's (MCD) position steady in Q2 2026 at 1,230 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #85.

AAFMAA Wealth Management & Trust first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.08M in Q4 2020. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 1,230 shares of McDonald's worth $332K as of Q2 2026.
  • AAFMAA Wealth Management & Trust left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.12% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #85 holding.
  • AAFMAA Wealth Management & Trust first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • AAFMAA Wealth Management & Trust's McDonald's position peaked at $2.08M in Q4 2020.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.