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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 		$46.8K Buy
+175
New +$50.2K ﹤0.01% 875
2025
Q4 		– Sell
-10,000
Closed -$30.4K – 1116
2025
Q3 		$30.4K Buy
10,000
+9,900
+9,900% +$3.01M ﹤0.01% 1028
2025
Q2 		$29.2K Buy
+100
New +$30.8K ﹤0.01% 1007

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.