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

Aprio 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 		$10.1M Sell
37,534
-7,289
-16% -$2.09M 0.5% 50
2026
Q1 		$13.9M Buy
44,823
+41,121
+1,111% +$13.1M 0.76% 35
2025
Q4 		$12.4M Buy
3,702
+1,045
+39% +$320K 0.71% 37
2025
Q3 		$807K Buy
2,657
+308
+13% +$93.7K 0.08% 146
2025
Q2 		$686K Sell
2,349
-459
-16% -$142K 0.08% 150
2025
Q1 		$877K Buy
2,808
+785
+39% +$235K 0.11% 118
2024
Q4 		$587K Buy
2,023
+264
+15% +$78.7K 0.09% 124
2024
Q3 		$536K Sell
1,759
-239
-12% -$65.9K 0.09% 122
2024
Q2 		$509K Buy
1,998
+69
+4% +$18.3K 0.09% 107
2024
Q1 		$544K Sell
1,929
-32
-2% -$9.31K 0.11% 97
2023
Q4 		$582K Buy
1,961
+578
+42% +$157K 0.13% 87
2023
Q3 		$364K Buy
1,383
+285
+26% +$81.3K 0.1% 100
2023
Q2 		$328K Buy
1,098
+177
+19% +$51.4K 0.09% 102
2023
Q1 		$257K Buy
921
+131
+17% +$35.1K 0.08% 116
2022
Q4 		$208K Buy
+790
New +$208K 0.07% 117

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

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

Aprio Wealth Management reduced its McDonald's (MCD) stake by 16% in Q2 2026, selling an estimated $2.09M and leaving 37,534 shares worth $10.1M. The position accounts for 0.5% of the portfolio, ranked #50.

Aprio Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Aprio Wealth Management held 37,534 shares of McDonald's worth $10.1M as of Q2 2026.
  • Aprio Wealth Management sold 7,289 McDonald's shares in Q2 2026, an estimated $2.09M.
  • McDonald's made up 0.5% of Aprio Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Aprio Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's McDonald's position peaked at $13.9M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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