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BSW Wealth Partners’s McDonald's MCD Stock Holding History

BSW Wealth Partners’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 		$279K Sell
1,034
-26
-2% -$7.46K 0.03% 266
2026
Q1 		$330K Sell
1,060
-190
-15% -$60.5K 0.04% 229
2025
Q4 		$382K Sell
1,250
-78
-6% -$23.9K 0.05% 208
2025
Q3 		$403K Sell
1,328
-1
-0.1% -$304 0.05% 203
2025
Q2 		$388K Sell
1,329
-48
-3% -$14.8K 0.05% 202
2025
Q1 		$430K Sell
1,377
-69
-5% -$20.6K 0.07% 176
2024
Q4 		$419K Sell
1,446
-110
-7% -$32.8K 0.06% 184
2024
Q3 		$474K Sell
1,556
-1,824
-54% -$503K 0.07% 166
2024
Q2 		$861K Sell
3,380
-249
-7% -$66.1K 0.14% 85
2024
Q1 		$1.02M Sell
3,629
-89
-2% -$25.9K 0.17% 76
2023
Q4 		$1.1M Buy
3,718
+80
+2% +$21.8K 0.22% 64
2023
Q3 		$958K Sell
3,638
-21
-0.6% -$5.99K 0.21% 65
2023
Q2 		$1.09M Sell
3,659
-4
-0.1% -$1.16K 0.23% 60
2023
Q1 		$1.02M Buy
3,663
+196
+6% +$52.5K 0.21% 66
2022
Q4 		$914K Buy
3,467
+100
+3% +$26.4K 0.2% 74
2022
Q3 		$777K Sell
3,367
-70
-2% -$17.9K 0.19% 69
2022
Q2 		$849K Sell
3,437
-13
-0.4% -$3.2K 0.2% 69
2022
Q1 		$853K Buy
3,450
+57
+2% +$14.2K 0.22% 68
2021
Q4 		$910K Buy
3,393
+251
+8% +$63.4K 0.23% 63
2021
Q3 		$758K Buy
3,142
+277
+10% +$66.1K 0.21% 61
2021
Q2 		$662K Buy
2,865
+301
+12% +$70K 0.18% 75
2021
Q1 		$575K Buy
2,564
+39
+2% +$8.34K 0.17% 82
2020
Q4 		$542K Buy
2,525
+20
+0.8% +$4.35K 0.17% 78
2020
Q3 		$550K Buy
2,505
+241
+11% +$49.5K 0.21% 61
2020
Q2 		$418K Buy
2,264
+318
+16% +$58.3K 0.14% 75
2020
Q1 		$322K Buy
+1,946
New +$383K 0.13% 75
2019
Q4 		– Sell
-1,844
Closed -$396K – 145
2019
Q3 		$396K Buy
1,844
+386
+26% +$82.8K 0.15% 60
2019
Q2 		$303K Buy
+1,458
New +$289K 0.11% 75

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

BSW Wealth Partners's MCD Position: Q2 2026 in Review

BSW Wealth Partners reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $7.46K and leaving 1,034 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #266.

BSW Wealth Partners first reported a position in MCD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.1M in Q4 2023. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BSW Wealth Partners held 1,034 shares of McDonald's worth $279K as of Q2 2026.
  • BSW Wealth Partners sold 26 McDonald's shares in Q2 2026, an estimated $7.46K.
  • McDonald's made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • BSW Wealth Partners first reported a position in McDonald's in Q2 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's McDonald's position peaked at $1.1M in Q4 2023.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.