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

Allen 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	–	Sell	-1,047	Closed	-$325K	–	63
2026 Q1	$325K	Hold	1,047	–	–	0.16%	52
2025 Q4	$320K	Hold	1,047	–	–	0.19%	50
2025 Q3	$318K	Hold	1,047	–	–	0.22%	47
2025 Q2	$306K	Hold	1,047	–	–	0.21%	47
2025 Q1	$327K	Hold	1,047	–	–	0.23%	45
2024 Q4	$304K	Hold	1,047	–	–	0.22%	48
2024 Q3	$319K	Hold	1,047	–	–	0.22%	49
2024 Q2	$267K	Buy	1,047 +100	+11%	+$26.5K	0.24%	51
2024 Q1	$267K	Hold	947	–	–	0.24%	54
2023 Q4	$281K	Buy	+947	New	+$258K	0.28%	44

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Allen Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,047 shares — an estimated $325K sold.

Allen Wealth Management first reported a position in MCD in Q4 2023 and held it in 10 quarters. The position peaked at $327K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Allen Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Allen Wealth Management sold 1,047 McDonald's shares in Q2 2026, an estimated $325K.
Allen Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 10 quarters.
Allen Wealth Management's McDonald's position peaked at $327K in Q1 2025.
1,604 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.