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Bravera Wealth’s McDonald's MCD Stock Holding History

Bravera 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 		$295K Hold
1,092
– – 0.11% 77
2026
Q1 		$339K Sell
1,092
-54
-5% -$17.2K 0.15% 74
2025
Q4 		$350K Buy
+1,146
New +$351K 0.18% 64

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

Bravera Wealth's MCD Position: Q2 2026 in Review

Bravera Wealth held its McDonald's (MCD) position steady in Q2 2026 at 1,092 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #77.

Bravera Wealth first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $350K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bravera Wealth held 1,092 shares of McDonald's worth $295K as of Q2 2026.
  • Bravera Wealth left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.11% of Bravera Wealth's portfolio in Q2 2026, its #77 holding.
  • Bravera Wealth first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's McDonald's position peaked at $350K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.