BigSur Wealth Management’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 | $809K | Buy |
2,994
+54
| +2% | +$15.5K | 0.19% | 107 |
|
|
2026
Q1 | $914K | Sell |
2,940
-2,400
| -45% | -$765K | 0.26% | 94 |
|
|
2025
Q4 | $1.63M | Buy |
5,340
+49
| +0.9% | +$15K | 0.4% | 65 |
|
|
2025
Q3 | $1.61M | Hold |
5,291
| – | – | 0.39% | 62 |
|
|
2025
Q2 | $1.55M | Sell |
5,291
-1,538
| -23% | -$474K | 0.39% | 68 |
|
|
2025
Q1 | $2.13M | Buy |
6,829
+7
| +0.1% | +$2.09K | 0.58% | 47 |
|
|
2024
Q4 | $1.98M | Hold |
6,822
| – | – | 0.57% | 49 |
|
|
2024
Q3 | $2.08M | Hold |
6,822
| – | – | 0.57% | 51 |
|
|
2024
Q2 | $1.74M | Sell |
6,822
-100
| -1% | -$26.5K | 0.53% | 53 |
|
|
2024
Q1 | $1.95M | Buy |
6,922
+2,670
| +63% | +$777K | 0.61% | 47 |
|
|
2023
Q4 | $1.26M | Sell |
4,252
-200
| -4% | -$54.4K | 0.6% | 44 |
|
|
2023
Q3 | $1.17M | Sell |
4,452
-100
| -2% | -$28.5K | 0.59% | 48 |
|
|
2023
Q2 | $1.36M | Hold |
4,552
| – | – | 0.65% | 44 |
|
|
2023
Q1 | $1.27M | Sell |
4,552
-87
| -2% | -$23.3K | 0.6% | 48 |
|
|
2022
Q4 | $1.22M | Hold |
4,639
| – | – | 0.59% | 50 |
|
|
2022
Q3 | $1.07M | Hold |
4,639
| – | – | 0.54% | 50 |
|
|
2022
Q2 | $1.15M | Hold |
4,639
| – | – | 0.54% | 52 |
|
|
2022
Q1 | $1.15M | Hold |
4,639
| – | – | 0.45% | 61 |
|
|
2021
Q4 | $1.24M | Buy |
4,639
+58
| +1% | +$14.6K | 0.49% | 57 |
|
|
2021
Q3 | $1.1M | Sell |
4,581
-557
| -11% | -$133K | 0.5% | 52 |
|
|
2021
Q2 | $1.19M | Sell |
5,138
-18
| -0.3% | -$4.19K | 0.54% | 52 |
|
|
2021
Q1 | $1.16M | Sell |
5,156
-300
| -5% | -$64.2K | 0.59% | 48 |
|
|
2020
Q4 | $1.17M | Hold |
5,456
| – | – | 0.66% | 47 |
|
|
2020
Q3 | $1.2M | Buy |
5,456
+280
| +5% | +$57.5K | 0.76% | 41 |
|
|
2020
Q2 | $955K | Sell |
5,176
-500
| -9% | -$91.7K | 0.68% | 40 |
|
|
2020
Q1 | $939K | Sell |
5,676
-200
| -3% | -$39.4K | 0.7% | 35 |
|
|
2019
Q4 | $1.16M | Buy |
5,876
+2,500
| +74% | +$496K | 0.66% | 40 |
|
|
2019
Q3 | $725K | Hold |
3,376
| – | – | 0.49% | 50 |
|
|
2019
Q2 | $696K | Hold |
3,376
| – | – | 0.49% | 47 |
|
|
2019
Q1 | $641K | Hold |
3,376
| – | – | 0.42% | 51 |
|
|
2018
Q4 | $599K | Hold |
3,376
| – | – | 0.43% | 49 |
|
|
2018
Q3 | $565K | Sell |
3,376
-50
| -1% | -$8.01K | 0.35% | 51 |
|
|
2018
Q2 | $537K | Sell |
3,426
-100
| -3% | -$16.2K | 0.39% | 49 |
|
|
2018
Q1 | $551K | Buy |
3,526
+4
| +0.1% | +$658 | 0.39% | 50 |
|
|
2017
Q4 | $606K | Buy |
3,522
+156
| +5% | +$26.2K | 0.6% | 41 |
|
|
2017
Q3 | $527K | Sell |
3,366
-140
| -4% | -$21.9K | 0.53% | 49 |
|
|
2017
Q2 | $543K | Sell |
3,506
-47
| -1% | -$6.79K | 0.55% | 51 |
|
|
2017
Q1 | $513K | Buy |
3,553
+403
| +13% | +$50.6K | 0.56% | 48 |
|
|
2016
Q4 | $383K | Buy |
+3,150
| New | +$369K | 0.51% | 51 |
|
Other funds holding MCD
LMFP
DC
SMDAM
JIC
FWIA
BigSur Wealth Management's MCD Position: Q2 2026 in Review
BigSur Wealth Management increased its McDonald's (MCD) stake by 1.8% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,994 shares worth $809K. The position accounts for 0.19% of the portfolio, ranked #107.
BigSur Wealth Management first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.13M in Q1 2025. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- BigSur Wealth Management held 2,994 shares of McDonald's worth $809K as of Q2 2026.
- BigSur Wealth Management bought 54 McDonald's shares in Q2 2026, an estimated $15.5K.
- McDonald's made up 0.19% of BigSur Wealth Management's portfolio in Q2 2026, its #107 holding.
- BigSur Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
- BigSur Wealth Management's McDonald's position peaked at $2.13M in Q1 2025.
- 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.