Bell & Brown Wealth Advisors’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 | $3.2M | Buy |
11,825
+401
| +4% | +$115K | 0.97% | 40 |
|
|
2026
Q1 | $3.55M | Buy |
11,424
+95
| +0.8% | +$30.3K | 1.15% | 37 |
|
|
2025
Q4 | $3.46M | Buy |
11,329
+524
| +5% | +$160K | 1.11% | 35 |
|
|
2025
Q3 | $3.28M | Buy |
10,805
+84
| +0.8% | +$25.6K | 1.08% | 35 |
|
|
2025
Q2 | $3.13M | Sell |
10,721
-165
| -2% | -$50.9K | 1.12% | 36 |
|
|
2025
Q1 | $3.4M | Buy |
10,886
+338
| +3% | +$101K | 1.33% | 33 |
|
|
2024
Q4 | $3.06M | Buy |
10,548
+314
| +3% | +$93.6K | 1.14% | 33 |
|
|
2024
Q3 | $3.12M | Buy |
10,234
+116
| +1% | +$32K | 1.22% | 33 |
|
|
2024
Q2 | $2.58M | Buy |
10,118
+890
| +10% | +$236K | 0.99% | 37 |
|
|
2024
Q1 | $2.6M | Sell |
9,228
-60
| -0.6% | -$17.4K | 1.11% | 34 |
|
|
2023
Q4 | $2.75M | Buy |
+9,288
| New | +$2.53M | 1.28% | 31 |
|
|
2023
Q2 | $2.79M | Sell |
9,353
-144
| -2% | -$41.8K | 1.4% | 28 |
|
|
2023
Q1 | $2.66M | Sell |
9,497
-1
| -0% | -$268 | 1.41% | 32 |
|
|
2022
Q4 | $2.5M | Sell |
9,498
-3
| -0% | -$791 | 1.38% | 31 |
|
|
2022
Q3 | $2.19M | Sell |
9,501
-205
| -2% | -$52.4K | 1.35% | 31 |
|
|
2022
Q2 | $2.4M | Sell |
9,706
-436
| -4% | -$107K | 1.28% | 29 |
|
|
2022
Q1 | $2.51M | Buy |
10,142
+64
| +0.6% | +$15.9K | 1.14% | 34 |
|
|
2021
Q4 | $2.63M | Buy |
10,078
+617
| +7% | +$156K | 1.27% | 32 |
|
|
2021
Q3 | $2.28M | Buy |
+9,461
| New | +$2.26M | 1.23% | 34 |
|
|
2020
Q3 | $1.88M | Buy |
8,223
+893
| +12% | +$183K | 1.36% | 27 |
|
|
2020
Q2 | $1.46M | Buy |
7,330
+742
| +11% | +$136K | 1.14% | 35 |
|
|
2020
Q1 | $1.19M | Buy |
6,588
+86
| +1% | +$16.9K | 1.1% | 35 |
|
|
2019
Q4 | $1.36M | Buy |
6,502
+8
| +0.1% | +$1.59K | 1.02% | 38 |
|
|
2019
Q3 | $1.36M | Sell |
6,494
-43
| -0.7% | -$9.22K | 1.12% | 40 |
|
|
2019
Q2 | $1.36M | Sell |
6,537
-2
| -0% | -$396 | 1.2% | 36 |
|
|
2019
Q1 | $1.24M | Sell |
6,539
-21
| -0.3% | -$3.81K | 1.13% | 37 |
|
|
2018
Q4 | $1.17M | Sell |
6,560
-124
| -2% | -$22K | 1.25% | 33 |
|
|
2018
Q3 | $1.18M | Buy |
6,684
+270
| +4% | +$43.3K | 1.1% | 40 |
|
|
2018
Q2 | $1M | Sell |
6,414
-126
| -2% | -$20.4K | 0.99% | 41 |
|
|
2018
Q1 | $1.07M | Buy |
6,540
+111
| +2% | +$18.3K | 1.13% | 36 |
|
|
2017
Q4 | $1.11M | Buy |
+6,429
| New | +$1.08M | 1.15% | 38 |
|
Other funds holding MCD
Bell & Brown Wealth Advisors's MCD Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its McDonald's (MCD) stake by 3.5% in Q2 2026, buying an estimated $115K and bringing the position to 11,825 shares worth $3.2M. The position accounts for 0.97% of the portfolio, ranked #40.
Bell & Brown Wealth Advisors first reported a position in MCD in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.55M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Bell & Brown Wealth Advisors held 11,825 shares of McDonald's worth $3.2M as of Q2 2026.
- Bell & Brown Wealth Advisors bought 401 McDonald's shares in Q2 2026, an estimated $115K.
- McDonald's made up 0.97% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #40 holding.
- Bell & Brown Wealth Advisors first reported a position in McDonald's in Q4 2017 and has held it in 31 quarters since.
- Bell & Brown Wealth Advisors's McDonald's position peaked at $3.55M in Q1 2026.
- 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.