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ARS Wealth Advisors Group’s McDonald's MCD Stock Holding History

ARS Wealth Advisors 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 		$2.01M Buy
7,435
+669
+10% +$192K 0.16% 68
2026
Q1 		$2.1M Sell
6,766
-177
-3% -$56.4K 0.18% 63
2025
Q4 		$2.12M Sell
6,943
-29
-0.4% -$8.88K 0.19% 57
2025
Q3 		$2.12M Sell
6,972
-368
-5% -$112K 0.21% 56
2025
Q2 		$2.14M Sell
7,340
-188
-2% -$58K 0.25% 55
2025
Q1 		$2.35M Sell
7,528
-212
-3% -$63.4K 0.33% 44
2024
Q4 		$2.24M Buy
7,740
+1,271
+20% +$379K 0.31% 45
2024
Q3 		$1.97M Sell
6,469
-386
-6% -$106K 0.24% 53
2024
Q2 		$1.75M Sell
6,855
-635
-8% -$168K 0.23% 54
2024
Q1 		$2.11M Sell
7,490
-196
-3% -$57K 0.29% 47
2023
Q4 		$2.28M Buy
7,686
+56
+0.7% +$15.2K 0.34% 47
2023
Q3 		$2.01M Sell
7,630
-449
-6% -$128K 0.33% 51
2023
Q2 		$2.41M Buy
8,079
+394
+5% +$114K 0.38% 51
2023
Q1 		$2.15M Sell
7,685
-258
-3% -$69.1K 0.4% 48
2022
Q4 		$2.09M Sell
7,943
-2,888
-27% -$762K 0.34% 54
2022
Q3 		$2.5M Buy
10,831
+32
+0.3% +$8.18K 0.38% 56
2022
Q2 		$2.67M Buy
10,799
+212
+2% +$52.2K 0.37% 66
2022
Q1 		$2.62M Sell
10,587
-992
-9% -$247K 0.46% 38
2021
Q4 		$3.1M Sell
11,579
-151
-1% -$38.1K 0.52% 38
2021
Q3 		$2.83M Buy
+11,730
New +$2.8M 0.51% 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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

ARS Wealth Advisors Group's MCD Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its McDonald's (MCD) stake by 9.9% in Q2 2026, buying an estimated $192K and bringing the position to 7,435 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #68.

ARS Wealth Advisors Group first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.1M in Q4 2021. 1,411 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • ARS Wealth Advisors Group held 7,435 shares of McDonald's worth $2.01M as of Q2 2026.
  • ARS Wealth Advisors Group bought 669 McDonald's shares in Q2 2026, an estimated $192K.
  • McDonald's made up 0.16% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #68 holding.
  • ARS Wealth Advisors Group first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's McDonald's position peaked at $3.1M in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.