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B. Riley Wealth Advisors’s McDonald's MCD Stock Holding History

B. Riley Wealth Advisors’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 		$1.95M Sell
7,290
-165
-2% -$47.3K 0.1% 183
2026
Q1 		$2.3M Sell
7,455
-4,861
-39% -$1.55M 0.15% 146
2025
Q4 		$3.76M Buy
12,316
+49
+0.4% +$15K 0.17% 130
2025
Q3 		$3.73M Sell
12,267
-841
-6% -$256K 0.17% 127
2025
Q2 		$3.83M Buy
+13,108
New +$4.04M 0.18% 121
2024
Q4 		$15.3M Sell
52,621
-1,787
-3% -$533K 0.5% 31
2024
Q3 		$16.6M Sell
54,408
-3,944
-7% -$1.09M 0.46% 37
2024
Q2 		$14.9M Buy
58,352
+4,153
+8% +$1.1M 0.38% 45
2024
Q1 		$14.3M Buy
54,199
+834
+2% +$243K 0.39% 51
2023
Q4 		$15.8M Sell
53,365
-834
-2% -$227K 0.43% 39
2023
Q3 		$14.3M Sell
54,199
-5,935
-10% -$1.69M 0.39% 51
2023
Q2 		$17.9M Sell
60,134
-4,599
-7% -$1.34M 0.4% 50
2023
Q1 		$18.1M Buy
64,733
+18,879
+41% +$5.06M 0.48% 39
2022
Q4 		$12M Buy
45,854
+859
+2% +$227K 0.33% 66
2022
Q3 		$10.4M Buy
44,995
+9,580
+27% +$2.45M 0.31% 70
2022
Q2 		$8.74M Buy
35,415
+5,545
+19% +$1.37M 0.37% 58
2022
Q1 		$7.39M Sell
29,870
-4,275
-13% -$1.06M 0.24% 87
2021
Q4 		$9.15M Buy
34,145
+1,558
+5% +$393K 0.26% 79
2021
Q3 		$7.82M Buy
32,587
+575
+2% +$137K 0.25% 85
2021
Q2 		$7.37M Buy
32,012
+4,964
+18% +$1.16M 0.24% 90
2021
Q1 		$6.03M Buy
27,048
+5,284
+24% +$1.13M 0.21% 108
2020
Q4 		$4.67M Sell
21,764
-6,280
-22% -$1.37M 0.25% 91
2020
Q3 		$5.88M Buy
28,044
+5,997
+27% +$1.23M 0.31% 76
2020
Q2 		$4.07M Buy
22,047
+966
+5% +$177K 0.27% 94
2020
Q1 		$3.49M Buy
21,081
+6,600
+46% +$1.3M 0.3% 79
2019
Q4 		$2.87M Buy
14,481
+491
+4% +$97.4K 0.24% 93
2019
Q3 		$3M Buy
13,990
+922
+7% +$198K 0.3% 71
2019
Q2 		$2.71M Buy
13,068
+98
+0.8% +$19.4K 0.3% 74
2019
Q1 		$2.46M Buy
12,970
+19
+0.1% +$3.45K 0.31% 75
2018
Q4 		$2.3M Buy
12,951
+71
+0.6% +$12.6K 0.33% 65
2018
Q3 		$2.15M Buy
12,880
+1,009
+8% +$162K 0.26% 85
2018
Q2 		$1.86M Buy
11,871
+587
+5% +$95.2K 0.25% 95
2018
Q1 		$1.76M Sell
11,284
-4,385
-28% -$721K 0.25% 103
2017
Q4 		$2.7M Sell
15,669
-1,891
-11% -$318K 0.36% 69
2017
Q3 		$2.75M Buy
17,560
+27
+0.2% +$4.23K 0.46% 49
2017
Q2 		$2.69M Buy
17,533
+808
+5% +$117K 0.49% 48
2017
Q1 		$2.17M Sell
16,725
-124
-0.7% -$15.6K 0.43% 55
2016
Q4 		$2.05M Sell
16,849
-1,687
-9% -$198K 0.42% 55
2016
Q3 		$1.72M Buy
18,536
+2,908
+19% +$345K 0.34% 67
2016
Q2 		$1.44M Sell
15,628
-1,326
-8% -$166K 0.29% 82
2016
Q1 		$1.67M Buy
16,954
+1,656
+11% +$198K 0.39% 62
2015
Q4 		$1.81M Buy
15,298
+4,613
+43% +$516K 0.37% 66
2015
Q3 		$1.05M Buy
10,685
+2,853
+36% +$278K 0.25% 103
2015
Q2 		$747K Sell
7,832
-2,144
-21% -$207K 0.19% 149
2015
Q1 		$972K Sell
9,976
-5,316
-35% -$504K 0.24% 111
2014
Q4 		$8.37K Buy
15,292
+8,591
+128% +$804K 0.18% 125
2014
Q3 		$635K Sell
6,701
-13,449
-67% -$1.28M 0.17% 166
2014
Q2 		$1.1M Buy
20,150
+10,673
+113% +$1.08M 0.26% 75
2014
Q1 		$929K Sell
9,477
-998
-10% -$95.4K 0.28% 78
2013
Q4 		$1.02M Buy
10,475
+249
+2% +$23.9K 0.32% 73
2013
Q3 		$984K Buy
10,226
+478
+5% +$46.7K 0.34% 65
2013
Q2 		$965K Buy
+9,748
New +$976K 0.33% 62

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

B. Riley Wealth Advisors's MCD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $47.3K and leaving 7,290 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #183.

B. Riley Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.1M in Q1 2023. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • B. Riley Wealth Advisors held 7,290 shares of McDonald's worth $1.95M as of Q2 2026.
  • B. Riley Wealth Advisors sold 165 McDonald's shares in Q2 2026, an estimated $47.3K.
  • McDonald's made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • B. Riley Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's McDonald's position peaked at $18.1M in Q1 2023.
  • 1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.