Basepoint Wealth’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$96.8K Buy
358
+1
+0.3% +$287 0.06% 160
2026
Q1
$111K Sell
357
-116
-25% -$37K 0.06% 138
2025
Q4
$145K Buy
+473
New +$145K 0.09% 118

Other funds holding MCD

Basepoint Wealth's MCD Position: Q2 2026 in Review

Basepoint Wealth increased its McDonald's (MCD) stake by 0.28% in Q2 2026, buying an estimated $287 and bringing the position to 358 shares worth $96.8K. The position accounts for 0.06% of the portfolio, ranked #160.

Basepoint Wealth first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $145K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Basepoint Wealth held 358 shares of McDonald's worth $96.8K as of Q2 2026.
  • Basepoint Wealth bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.06% of Basepoint Wealth's portfolio in Q2 2026, its #160 holding.
  • Basepoint Wealth first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's McDonald's position peaked at $145K in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.