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

AGH 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 		$209K Sell
772
-94
-11% -$27K 0.13% 125
2026
Q1 		$269K Buy
866
+114
+15% +$36.3K 0.2% 100
2025
Q4 		$230K Sell
752
-132
-15% -$40.4K 0.17% 104
2025
Q3 		$269K Buy
884
+10
+1% +$3.04K 0.2% 95
2025
Q2 		$255K Buy
874
+4
+0.5% +$1.23K 0.21% 95
2025
Q1 		$272K Buy
870
+77
+10% +$23K 0.26% 90
2024
Q4 		$230K Buy
+793
New +$236K 0.21% 101

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

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

AGH Wealth Advisors reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $27K and leaving 772 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #125.

AGH Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • AGH Wealth Advisors held 772 shares of McDonald's worth $209K as of Q2 2026.
  • AGH Wealth Advisors sold 94 McDonald's shares in Q2 2026, an estimated $27K.
  • McDonald's made up 0.13% of AGH Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • AGH Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's McDonald's position peaked at $272K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.