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Balance Wealth’s McDonald's MCD Stock Holding History

Balance 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 		$288K Sell
1,067
-348
-25% -$99.8K 0.08% 131
2026
Q1 		$440K Buy
1,415
+50
+4% +$15.9K 0.14% 96
2025
Q4 		$417K Sell
1,365
-79
-5% -$24.2K 0.13% 99
2025
Q3 		$439K Buy
1,444
+579
+67% +$176K 0.11% 98
2025
Q2 		$253K Sell
865
-3
-0.3% -$925 0.15% 92
2025
Q1 		$271K Buy
+868
New +$260K 0.18% 98

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Balance Wealth's MCD Position: Q2 2026 in Review

Balance Wealth reduced its McDonald's (MCD) stake by 25% in Q2 2026, selling an estimated $99.8K and leaving 1,067 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #131.

Balance Wealth first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $440K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Balance Wealth held 1,067 shares of McDonald's worth $288K as of Q2 2026.
  • Balance Wealth sold 348 McDonald's shares in Q2 2026, an estimated $99.8K.
  • McDonald's made up 0.08% of Balance Wealth's portfolio in Q2 2026, its #131 holding.
  • Balance Wealth first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's McDonald's position peaked at $440K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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