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Aurora Private Wealth’s McDonald's MCD Stock Holding History

Aurora Private 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 		$922K Sell
3,413
-376
-10% -$108K 0.59% 48
2026
Q1 		$1.16M Hold
3,789
– – 0.82% 34
2025
Q4 		$1.16M Buy
+3,789
New +$1.16M 0.76% 38
2025
Q2 		$1.16M Buy
3,973
+30
+0.8% +$9.25K 0.86% 28
2025
Q1 		$1.23M Buy
3,943
+10
+0.3% +$2.99K 0.98% 26
2024
Q4 		$1.14M Sell
3,933
-68
-2% -$20.3K 0.85% 31
2024
Q3 		$1.22M Sell
4,001
-41
-1% -$11.3K 0.96% 26
2024
Q2 		$1.03M Sell
4,042
-89
-2% -$23.6K 0.9% 27
2024
Q1 		$1.16M Sell
4,131
-33
-0.8% -$9.6K 1% 27
2023
Q4 		$1.24M Buy
4,164
+53
+1% +$14.4K 1.16% 16
2023
Q3 		$1.08M Buy
4,111
+97
+2% +$27.7K 1.2% 20
2023
Q2 		$1.2M Sell
4,014
-165
-4% -$47.9K 1.36% 16
2023
Q1 		$1.17M Buy
4,179
+5
+0.1% +$1.34K 1.25% 18
2022
Q4 		$1.1M Sell
4,174
-125
-3% -$33K 1.26% 20
2022
Q3 		$992K Buy
4,299
+44
+1% +$11.2K 0.46% 36
2022
Q2 		$1.05M Buy
4,255
+4
+0.1% +$985 0.47% 40
2022
Q1 		$1.05M Sell
4,251
-334
-7% -$83.2K 0.43% 44
2021
Q4 		$1.23M Sell
4,585
-30
-0.7% -$7.58K 0.53% 30
2021
Q3 		$1.11M Buy
4,615
+18
+0.4% +$4.3K 0.45% 46
2021
Q2 		$1.06M Buy
4,597
+12
+0.3% +$2.79K 0.43% 52
2021
Q1 		$1.03M Sell
4,585
-466
-9% -$99.7K 0.43% 50
2020
Q4 		$1.08M Sell
5,051
-19
-0.4% -$4.13K 0.46% 46
2020
Q3 		$1.11M Sell
5,070
-287
-5% -$58.9K 0.48% 38
2020
Q2 		$988K Sell
5,357
-3,414
-39% -$626K 0.45% 41
2020
Q1 		$1.45M Buy
8,771
+3,433
+64% +$676K 0.51% 43
2019
Q4 		$1.05M Buy
+5,338
New +$1.06M 0.37% 49

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aurora Private Wealth's MCD Position: Q2 2026 in Review

Aurora Private Wealth reduced its McDonald's (MCD) stake by 9.9% in Q2 2026, selling an estimated $108K and leaving 3,413 shares worth $922K. The position accounts for 0.59% of the portfolio, ranked #48.

Aurora Private Wealth first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.45M in Q1 2020. 1,299 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Aurora Private Wealth held 3,413 shares of McDonald's worth $922K as of Q2 2026.
  • Aurora Private Wealth sold 376 McDonald's shares in Q2 2026, an estimated $108K.
  • McDonald's made up 0.59% of Aurora Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Aurora Private Wealth first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's McDonald's position peaked at $1.45M in Q1 2020.
  • 1,299 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.