Buckley 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
$1.26M Sell
4,650
-60
-1% -$17.2K 0.31% 62
2026
Q1
$1.46M Buy
4,710
+220
+5% +$70.1K 0.37% 52
2025
Q4
$1.37M Buy
4,490
+120
+3% +$36.8K 0.36% 51
2025
Q3
$1.33M Buy
4,370
+29
+0.7% +$8.83K 0.36% 52
2025
Q2
$1.27M Sell
4,341
-20
-0.5% -$6.17K 0.38% 50
2025
Q1
$1.36M Buy
4,361
+35
+0.8% +$10.5K 0.42% 44
2024
Q4
$1.25M Sell
4,326
-30
-0.7% -$8.95K 0.38% 53
2024
Q3
$1.33M Buy
4,356
+360
+9% +$99.2K 0.41% 46
2024
Q2
$1.02M Buy
3,996
+461
+13% +$122K 0.32% 55
2024
Q1
$997K Sell
3,535
-10
-0.3% -$2.91K 0.32% 60
2023
Q4
$1.05M Hold
3,545
0.36% 49
2023
Q3
$934K Buy
3,545
+25
+0.7% +$7.13K 0.35% 53
2023
Q2
$1.05M Sell
3,520
-662
-16% -$192K 0.36% 49
2023
Q1
$1.17M Sell
4,182
-160
-4% -$42.9K 0.43% 36
2022
Q4
$1.14M Sell
4,342
-41
-0.9% -$10.8K 0.42% 36
2022
Q3
$1.01M Sell
4,383
-291
-6% -$74.4K 0.37% 42
2022
Q2
$1.15M Sell
4,674
-596
-11% -$147K 0.37% 46
2022
Q1
$1.3M Buy
5,270
+446
+9% +$111K 0.35% 48
2021
Q4
$1.29M Sell
4,824
-1,531
-24% -$387K 0.38% 46
2021
Q3
$1.53M Buy
6,355
+90
+1% +$21.5K 0.5% 36
2021
Q2
$1.45M Sell
6,265
-231
-4% -$53.8K 0.5% 37
2021
Q1
$1.46M Buy
6,496
+660
+11% +$141K 0.54% 34
2020
Q4
$1.25M Buy
5,836
+416
+8% +$90.5K 0.51% 35
2020
Q3
$1.19M Sell
5,420
-834
-13% -$171K 0.53% 31
2020
Q2
$1.15M Buy
6,254
+2,180
+54% +$400K 0.52% 36
2020
Q1
$674K Buy
4,074
+456
+13% +$89.8K 0.37% 54
2019
Q4
$715K Sell
3,618
-232
-6% -$46K 0.32% 54
2019
Q3
$827K Sell
3,850
-45
-1% -$9.65K 0.4% 43
2019
Q2
$809K Buy
3,895
+40
+1% +$7.92K 0.38% 45
2019
Q1
$732K Sell
3,855
-340
-8% -$61.7K 0.35% 55
2018
Q4
$745K Sell
4,195
-55
-1% -$9.75K 0.38% 49
2018
Q3
$711K Buy
4,250
+10
+0.2% +$1.6K 0.31% 62
2018
Q2
$664K Buy
4,240
+55
+1% +$8.92K 0.31% 69
2018
Q1
$654K Buy
4,185
+50
+1% +$8.23K 0.32% 72
2017
Q4
$712K Buy
+4,135
New +$694K 0.36% 60

Other funds holding MCD

Buckley Wealth Management's MCD Position: Q2 2026 in Review

Buckley Wealth Management reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $17.2K and leaving 4,650 shares worth $1.26M. The position accounts for 0.31% of the portfolio, ranked #62.

Buckley Wealth Management first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.53M in Q3 2021. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Buckley Wealth Management held 4,650 shares of McDonald's worth $1.26M as of Q2 2026.
  • Buckley Wealth Management sold 60 McDonald's shares in Q2 2026, an estimated $17.2K.
  • McDonald's made up 0.31% of Buckley Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Buckley Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
  • Buckley Wealth Management's McDonald's position peaked at $1.53M in Q3 2021.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.