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Alteri Wealth’s McDonald's MCD Stock Holding History

Alteri Wealth’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 		$665K Sell
2,461
-252
-9% -$72.3K 0.18% 131
2026
Q1 		$843K Sell
2,713
-5
-0.2% -$1.59K 0.27% 89
2025
Q4 		$831K Sell
2,718
-109
-4% -$33.4K 0.27% 87
2025
Q3 		$859K Buy
2,827
+129
+5% +$39.3K 0.3% 82
2025
Q2 		$788K Sell
2,698
-1,105
-29% -$341K 0.31% 78
2025
Q1 		$1.19M Buy
3,803
+384
+11% +$115K 0.52% 43
2024
Q4 		$991K Buy
+3,419
New +$1.02M 0.27% 52

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alteri Wealth's MCD Position: Q2 2026 in Review

Alteri Wealth reduced its McDonald's (MCD) stake by 9.3% in Q2 2026, selling an estimated $72.3K and leaving 2,461 shares worth $665K. The position accounts for 0.18% of the portfolio, ranked #131.

Alteri Wealth first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Alteri Wealth held 2,461 shares of McDonald's worth $665K as of Q2 2026.
  • Alteri Wealth sold 252 McDonald's shares in Q2 2026, an estimated $72.3K.
  • McDonald's made up 0.18% of Alteri Wealth's portfolio in Q2 2026, its #131 holding.
  • Alteri Wealth first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's McDonald's position peaked at $1.19M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.