Alpha Omega Wealth Management’s McDonald's MCD Stock Holding History

Alpha Omega 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	$3.04M	Sell	11,240 -810	-7%	-$232K	0.46%	67
2026 Q1	$3.75M	Sell	12,050 -321	-3%	-$102K	0.61%	57
2025 Q4	$3.78M	Sell	12,371 -111	-0.9%	-$34K	0.63%	49
2025 Q3	$3.79M	Buy	12,482 +45	+0.4%	+$13.7K	0.63%	50
2025 Q2	$3.63M	Sell	12,437 -490	-4%	-$151K	0.65%	49
2025 Q1	$4.04M	Sell	12,927 -335	-3%	-$100K	0.77%	42
2024 Q4	$3.84M	Sell	13,262 -79	-0.6%	-$23.6K	0.73%	43
2024 Q3	$4.06M	Sell	13,341 -273	-2%	-$75.2K	0.75%	44
2024 Q2	$3.47M	Sell	13,614 -140	-1%	-$37.1K	0.66%	53
2024 Q1	$3.88M	Sell	13,754 -280	-2%	-$81.4K	0.72%	46
2023 Q4	$4.16M	Sell	14,034 -66	-0.5%	-$18K	0.69%	37
2023 Q3	$3.71M	Sell	14,100 -374	-3%	-$107K	0.64%	39
2023 Q2	$4.32M	Sell	14,474 -3,195	-18%	-$928K	0.73%	33
2023 Q1	$4.94M	Sell	17,669 -434	-2%	-$116K	0.85%	27
2022 Q4	$4.77M	Sell	18,103 -550	-3%	-$145K	0.85%	30
2022 Q3	$4.3M	Sell	18,653 -688	-4%	-$176K	0.82%	30
2022 Q2	$4.78M	Sell	19,341 -108	-0.6%	-$26.6K	0.85%	28
2022 Q1	$4.81M	Buy	19,449 +108	+0.6%	+$26.9K	0.76%	36
2021 Q4	$5.06M	Sell	19,341 -132	-0.7%	-$33.3K	0.78%	31
2021 Q3	$4.7M	Sell	19,473 -262	-1%	-$62.5K	0.77%	30
2021 Q2	$4.56M	Sell	19,735 -239	-1%	-$55.6K	0.75%	35
2021 Q1	$4.48M	Buy	19,974 +679	+4%	+$145K	0.78%	36
2020 Q4	$4.14M	Buy	19,295 +183	+1%	+$39.8K	0.7%	33
2020 Q3	$4.2M	Sell	19,112 -661	-3%	-$136K	0.59%	23
2020 Q2	$3.65M	Sell	19,773 -366	-2%	-$67.1K	0.55%	29
2020 Q1	$3.33M	Buy	20,139 +246	+1%	+$48.5K	0.61%	28
2019 Q4	$3.93M	Buy	19,893 +344	+2%	+$68.2K	0.63%	32
2019 Q3	$3.79M	Sell	19,549 -1,058	-5%	-$227K	0.61%	33
2019 Q2	$4.28M	Sell	20,607 -145	-0.7%	-$28.7K	1.82%	10
2019 Q1	$3.94M	Sell	20,752 -1,088	-5%	-$197K	1.77%	12
2018 Q4	$3.88M	Sell	21,840 -2,057	-9%	-$365K	1.95%	9
2018 Q3	$4M	Buy	23,897 +166	+0.7%	+$26.6K	1.79%	16
2018 Q2	$3.72M	Buy	23,731 +181	+0.8%	+$29.3K	1.82%	17
2018 Q1	$3.68M	Buy	23,550 +28	+0.1%	+$4.61K	1.85%	12
2017 Q4	$4.05M	Buy	23,522 +451	+2%	+$75.7K	1.98%	9
2017 Q3	$3.62M	Sell	23,071 -711	-3%	-$111K	1.8%	12
2017 Q2	$3.64M	Sell	23,782 -1,647	-6%	-$238K	1.87%	10
2017 Q1	$3.3M	Sell	25,429 -1,168	-4%	-$147K	1.76%	13
2016 Q4	$3.24M	Buy	26,597 +614	+2%	+$72K	1.71%	13
2016 Q3	$3M	Buy	25,983 +228	+0.9%	+$27K	2.38%	10
2016 Q2	$3.1M	Sell	25,755 -82	-0.3%	-$10.3K	2.62%	7
2016 Q1	$3.25M	Sell	25,837 -1,899	-7%	-$227K	2.71%	4
2015 Q4	$3.28M	Buy	+27,736	New	+$3.1M	2.87%	3

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Alpha Omega Wealth Management's MCD Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its McDonald's (MCD) stake by 6.7% in Q2 2026, selling an estimated $232K and leaving 11,240 shares worth $3.04M. The position accounts for 0.46% of the portfolio, ranked #67.

Alpha Omega Wealth Management first reported a position in MCD in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.06M in Q4 2021. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Alpha Omega Wealth Management held 11,240 shares of McDonald's worth $3.04M as of Q2 2026.
Alpha Omega Wealth Management sold 810 McDonald's shares in Q2 2026, an estimated $232K.
McDonald's made up 0.46% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #67 holding.
Alpha Omega Wealth Management first reported a position in McDonald's in Q4 2015 and has held it in 43 quarters since.
Alpha Omega Wealth Management's McDonald's position peaked at $5.06M in Q4 2021.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.