Atlantic Edge Private Wealth Management’s McDonald's MCD Stock Holding History

Atlantic Edge Private 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	$125K	Buy	462 +5	+1%	+$1.43K	0.03%	175
2026 Q1	$142K	Buy	457 +135	+42%	+$43K	0.03%	154
2025 Q4	$98.4K	Buy	322 +130	+68%	+$39.8K	0.02%	173
2025 Q3	$58.3K	Hold	192	–	–	0.02%	206
2025 Q2	$56.1K	Buy	192 +8	+4%	+$2.47K	0.02%	202
2025 Q1	$57.5K	Hold	184	–	–	0.02%	190
2024 Q4	$53.3K	Hold	184	–	–	0.02%	195
2024 Q3	$56K	Buy	184 +54	+42%	+$14.9K	0.02%	196
2024 Q2	$33.1K	Hold	130	–	–	0.01%	218
2024 Q1	$36.7K	Hold	130	–	–	0.01%	211
2023 Q4	$38.5K	Buy	+130	New	+$35.4K	0.02%	199

Other funds holding MCD

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MCD Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its McDonald's (MCD) stake by 1.1% in Q2 2026, buying an estimated $1.43K and bringing the position to 462 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #175.

Atlantic Edge Private Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $142K in Q1 2026. 1,449 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Atlantic Edge Private Wealth Management held 462 shares of McDonald's worth $125K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #175 holding.
Atlantic Edge Private Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's McDonald's position peaked at $142K in Q1 2026.
1,449 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.