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Buttonwood Financial Advisors’s McDonald's MCD Stock Holding History

Buttonwood Financial Advisors’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 		$1.2M Sell
4,429
-8
-0.2% -$2.29K 0.36% 52
2026
Q1 		$1.38M Buy
4,437
+19
+0.4% +$6.05K 0.46% 47
2025
Q4 		$1.35M Sell
4,418
-53
-1% -$16.2K 0.45% 48
2025
Q3 		$1.36M Sell
4,471
-33
-0.7% -$10K 0.47% 45
2025
Q2 		$1.32M Sell
4,504
-100
-2% -$30.8K 0.53% 38
2025
Q1 		$1.44M Sell
4,604
-23
-0.5% -$6.88K 0.63% 34
2024
Q4 		$1.34M Sell
4,627
-51
-1% -$15.2K 0.59% 36
2024
Q3 		$1.42M Sell
4,678
-46
-1% -$12.7K 0.62% 39
2024
Q2 		$1.2M Sell
4,724
-1,015
-18% -$269K 0.57% 42
2024
Q1 		$1.62M Sell
5,739
-133
-2% -$38.7K 0.76% 36
2023
Q4 		$1.74M Sell
5,872
-183
-3% -$49.8K 0.95% 31
2023
Q3 		$1.6M Sell
6,055
-22
-0.4% -$6.28K 1.01% 29
2023
Q2 		$1.81M Buy
6,077
+342
+6% +$99.4K 1.14% 27
2023
Q1 		$1.6M Sell
5,735
-90
-2% -$24.1K 1.24% 25
2022
Q4 		$1.54M Sell
5,825
-509
-8% -$134K 1.29% 23
2022
Q3 		$1.56M Sell
6,334
-194
-3% -$49.6K 1.41% 24
2022
Q2 		$1.61M Buy
6,528
+1,584
+32% +$390K 1.45% 23
2022
Q1 		$1.22M Buy
4,944
+1,106
+29% +$276K 1.1% 28
2021
Q4 		$1.03M Buy
+3,838
New +$969K 1.01% 31

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

Buttonwood Financial Advisors's MCD Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its McDonald's (MCD) stake by 0.18% in Q2 2026, selling an estimated $2.29K and leaving 4,429 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #52.

Buttonwood Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q2 2023. 864 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Buttonwood Financial Advisors held 4,429 shares of McDonald's worth $1.2M as of Q2 2026.
  • Buttonwood Financial Advisors sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.36% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Buttonwood Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's McDonald's position peaked at $1.81M in Q2 2023.
  • 864 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.