Alpine Bank Wealth Management’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.58M Sell
5,830
-115
-2% -$33K 0.2% 75
2026
Q1
$1.85M Buy
5,945
+406
+7% +$129K 0.27% 56
2025
Q4
$1.69M Buy
5,539
+84
+2% +$25.7K 0.24% 53
2025
Q3
$1.66M Sell
5,455
-43
-0.8% -$13.1K 0.23% 55
2025
Q2
$1.61M Sell
5,498
-232
-4% -$71.5K 0.24% 56
2025
Q1
$1.79M Buy
+5,730
New +$1.71M 0.29% 52
2024
Q3
$1.81M Buy
+5,953
New +$1.64M 0.29% 51

Other funds holding MCD

Alpine Bank Wealth Management's MCD Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $33K and leaving 5,830 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #75.

Alpine Bank Wealth Management first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2026. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alpine Bank Wealth Management held 5,830 shares of McDonald's worth $1.58M as of Q2 2026.
  • Alpine Bank Wealth Management sold 115 McDonald's shares in Q2 2026, an estimated $33K.
  • McDonald's made up 0.2% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Alpine Bank Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's McDonald's position peaked at $1.85M in Q1 2026.
  • 3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.