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Altus Wealth Group’s McDonald's MCD Stock Holding History

Altus Wealth Group’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 		$315K Buy
1,166
+77
+7% +$22.1K 0.11% 108
2026
Q1 		$338K Buy
1,089
+69
+7% +$22K 0.14% 100
2025
Q4 		$312K Sell
1,020
-2
-0.2% -$613 0.12% 104
2025
Q3 		$311K Sell
1,022
-1
-0.1% -$304 0.13% 106
2025
Q2 		$299K Buy
1,023
+4
+0.4% +$1.23K 0.13% 101
2025
Q1 		$318K Sell
1,019
-2,232
-69% -$668K 0.15% 103
2024
Q4 		$942K Sell
3,251
-178
-5% -$53.1K 0.42% 52
2024
Q3 		$1.04M Buy
3,429
+298
+10% +$82.1K 0.45% 49
2024
Q2 		$798K Sell
3,131
-201
-6% -$53.3K 0.4% 58
2024
Q1 		$940K Buy
3,332
+92
+3% +$26.8K 0.47% 54
2023
Q4 		$961K Buy
3,240
+205
+7% +$55.8K 0.53% 45
2023
Q3 		$800K Sell
3,035
-38
-1% -$10.8K 0.51% 50
2023
Q2 		$917K Buy
3,073
+18
+0.6% +$5.23K 0.56% 40
2023
Q1 		$854K Sell
3,055
-603
-16% -$162K 0.58% 44
2022
Q4 		$964K Sell
3,658
-367
-9% -$96.8K 0.73% 33
2022
Q3 		$971K Hold
4,025
– – 0.97% 25
2022
Q2 		$971K Sell
4,025
-72
-2% -$17.7K 0.97% 25
2022
Q1 		$1.01M Buy
4,097
+69
+2% +$17.2K 0.83% 28
2021
Q4 		$1.08M Buy
4,028
+3
+0.1% +$757 0.89% 25
2021
Q3 		$971K Buy
4,025
+1,298
+48% +$310K 0.97% 25
2021
Q2 		$630K Buy
2,727
+9
+0.3% +$2.09K 0.62% 38
2021
Q1 		$636K Buy
2,718
+9
+0.3% +$1.93K 0.63% 36
2020
Q4 		$581K Buy
+2,709
New +$589K 0.56% 37

Other funds holding MCD

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
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
Commonwealth Equity Services
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Altus Wealth Group's MCD Position: Q2 2026 in Review

Altus Wealth Group increased its McDonald's (MCD) stake by 7.1% in Q2 2026, buying an estimated $22.1K and bringing the position to 1,166 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #108.

Altus Wealth Group first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2021. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Altus Wealth Group held 1,166 shares of McDonald's worth $315K as of Q2 2026.
  • Altus Wealth Group bought 77 McDonald's shares in Q2 2026, an estimated $22.1K.
  • McDonald's made up 0.11% of Altus Wealth Group's portfolio in Q2 2026, its #108 holding.
  • Altus Wealth Group first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's McDonald's position peaked at $1.08M in Q4 2021.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.