Brown Miller Wealth Management’s McDonald's MCD Stock Holding History

Brown Miller Wealth Management’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	$992K	Buy	3,669 +601	+20%	+$172K	0.25%	72
2026 Q1	$953K	Buy	3,068 +2	+0.1%	+$637	0.27%	72
2025 Q4	$937K	Sell	3,066 -21	-0.7%	-$6.43K	0.26%	69
2025 Q3	$938K	Buy	3,087 +7	+0.2%	+$2.13K	0.27%	69
2025 Q2	$900K	Buy	3,080 +2	+0.1%	+$617	0.28%	72
2025 Q1	$962K	Buy	3,078 +174	+6%	+$52K	0.33%	62
2024 Q4	$842K	Buy	2,904 +2	+0.1%	+$596	0.32%	60
2024 Q3	$884K	Buy	2,902 +1	+0%	+$276	0.34%	60
2024 Q2	$739K	Buy	2,901 +2	+0.1%	+$531	0.31%	64
2024 Q1	$818K	Buy	2,899 +1	+0%	+$291	0.36%	61
2023 Q4	$859K	Buy	2,898 +2	+0.1%	+$544	0.43%	53
2023 Q3	$763K	Sell	2,896 -15	-0.5%	-$4.28K	0.43%	57
2023 Q2	$869K	Sell	2,911 -20	-0.7%	-$5.81K	0.47%	52
2023 Q1	$819K	Sell	2,931 -24	-0.8%	-$6.43K	0.48%	53
2022 Q4	$779K	Buy	2,955 +2	+0.1%	+$528	0.49%	57
2022 Q3	$681K	Sell	2,953 -118	-4%	-$30.2K	0.48%	52
2022 Q2	$758K	Buy	3,071 +1	+0%	+$246	0.52%	53
2022 Q1	$759K	Buy	3,070 +2	+0.1%	+$498	0.44%	55
2021 Q4	$822K	Buy	3,068 +1	+0%	+$252	0.47%	55
2021 Q3	$739K	Sell	3,067 -46	-1%	-$11K	0.46%	55
2021 Q2	$719K	Buy	3,113 +2	+0.1%	+$465	0.46%	53
2021 Q1	$697K	Buy	3,111 +27	+0.9%	+$5.77K	0.49%	52
2020 Q4	$662K	Buy	+3,084	New	+$671K	0.5%	51

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Brown Miller Wealth Management's MCD Position: Q2 2026 in Review

Brown Miller Wealth Management increased its McDonald's (MCD) stake by 20% in Q2 2026, buying an estimated $172K and bringing the position to 3,669 shares worth $992K. The position accounts for 0.25% of the portfolio, ranked #72.

Brown Miller Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Brown Miller Wealth Management held 3,669 shares of McDonald's worth $992K as of Q2 2026.
Brown Miller Wealth Management bought 601 McDonald's shares in Q2 2026, an estimated $172K.
McDonald's made up 0.25% of Brown Miller Wealth Management's portfolio in Q2 2026, its #72 holding.
Brown Miller Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.