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Activest Wealth Management’s McDonald's MCD Stock Holding History

Activest 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 		$11.1K Sell
41
-764
-95% -$219K ﹤0.01% 560
2026
Q1 		$250K Buy
805
+239
+42% +$76.1K 0.04% 127
2025
Q4 		$173K Buy
566
+418
+282% +$128K 0.03% 164
2025
Q3 		$45K Buy
148
+6
+4% +$1.83K 0.01% 277
2025
Q2 		$41.5K Sell
142
-128
-47% -$39.5K 0.01% 230
2025
Q1 		$84.3K Buy
270
+139
+106% +$41.6K 0.02% 147
2024
Q4 		$37.9K Sell
131
-9
-6% -$2.68K 0.01% 197
2024
Q3 		$42.6K Buy
140
+13
+10% +$3.58K 0.01% 184
2024
Q2 		$32.3K Buy
+127
New +$33.7K 0.01% 209
2022
Q1 		– Sell
-191
Closed -$51K – 357
2021
Q4 		$51K Sell
191
-420
-69% -$106K 0.03% 107
2021
Q3 		$147K Buy
611
+349
+133% +$83.3K 0.1% 58
2021
Q2 		$61K Sell
262
-358
-58% -$83.3K 0.05% 92
2021
Q1 		$139K Buy
+620
New +$133K 0.11% 57

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Activest Wealth Management's MCD Position: Q2 2026 in Review

Activest Wealth Management reduced its McDonald's (MCD) stake by 95% in Q2 2026, selling an estimated $219K and leaving 41 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Activest Wealth Management first reported a position in MCD in Q1 2021 and has held it in 13 quarters since. The position peaked at $250K in Q1 2026. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Activest Wealth Management held 41 shares of McDonald's worth $11.1K as of Q2 2026.
  • Activest Wealth Management sold 764 McDonald's shares in Q2 2026, an estimated $219K.
  • McDonald's made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #560 holding.
  • Activest Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 13 quarters since.
  • Activest Wealth Management's McDonald's position peaked at $250K in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.