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

Axxcess 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 		$5.79M Sell
21,406
-1,000
-4% -$287K 0.09% 200
2026
Q1 		$6.96M Sell
22,406
-1,695
-7% -$540K 0.22% 93
2025
Q4 		$7.37M Buy
24,101
+849
+4% +$260K 0.13% 159
2025
Q3 		$7.07M Sell
23,252
-1,800
-7% -$548K 0.15% 120
2025
Q2 		$7.32M Sell
25,052
-382
-2% -$118K 0.17% 112
2025
Q1 		$7.94M Sell
25,434
-1,212
-5% -$363K 0.21% 88
2024
Q4 		$7.72M Buy
26,646
+169
+0.6% +$50.4K 0.19% 95
2024
Q3 		$8.06M Buy
26,477
+885
+3% +$244K 0.2% 90
2024
Q2 		$6.52M Sell
25,592
-2,110
-8% -$560K 0.17% 106
2024
Q1 		$7.81M Buy
27,702
+2,100
+8% +$611K 0.21% 89
2023
Q4 		$7.59M Buy
25,602
+2,450
+11% +$667K 0.22% 91
2023
Q3 		$6.1M Buy
23,152
+5,994
+35% +$1.71M 0.21% 96
2023
Q2 		$5.12M Buy
17,158
+314
+2% +$91.2K 0.37% 65
2023
Q1 		$4.71M Buy
16,844
+727
+5% +$195K 0.36% 66
2022
Q4 		$4.25M Buy
16,117
+4,243
+36% +$1.12M 0.35% 62
2022
Q3 		$2.74M Buy
11,874
+866
+8% +$221K 0.26% 83
2022
Q2 		$2.72M Buy
11,008
+1,020
+10% +$251K 0.25% 85
2022
Q1 		$2.44M Buy
9,988
+594
+6% +$148K 0.19% 104
2021
Q4 		$2.52M Buy
+9,394
New +$2.37M 0.18% 98

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

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

Axxcess Wealth Management reduced its McDonald's (MCD) stake by 4.5% in Q2 2026, selling an estimated $287K and leaving 21,406 shares worth $5.79M. The position accounts for 0.09% of the portfolio, ranked #200.

Axxcess Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.06M in Q3 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Axxcess Wealth Management held 21,406 shares of McDonald's worth $5.79M as of Q2 2026.
  • Axxcess Wealth Management sold 1,000 McDonald's shares in Q2 2026, an estimated $287K.
  • McDonald's made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Axxcess Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's McDonald's position peaked at $8.06M in Q3 2024.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.