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BXM Wealth’s McDonald's MCD Stock Holding History

BXM 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 		$291K Buy
1,078
+161
+18% +$46.2K 0.16% 136
2026
Q1 		$285K Sell
917
-21,298
-96% -$6.79M 0.22% 98
2025
Q4 		$344K Buy
22,215
+20,325
+1,075% +$6.23M 0.27% 80
2025
Q3 		$574K Buy
1,890
+636
+51% +$194K 0.54% 50
2025
Q2 		$366K Buy
1,254
+36
+3% +$11.1K 0.44% 64
2025
Q1 		$381K Buy
1,218
+4
+0.3% +$1.2K 0.46% 65
2024
Q4 		$352K Buy
+1,214
New +$362K 0.49% 60

Other funds holding MCD

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BXM Wealth's MCD Position: Q2 2026 in Review

BXM Wealth increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $46.2K and bringing the position to 1,078 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #136.

BXM Wealth first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q3 2025. 1,186 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BXM Wealth held 1,078 shares of McDonald's worth $291K as of Q2 2026.
  • BXM Wealth bought 161 McDonald's shares in Q2 2026, an estimated $46.2K.
  • McDonald's made up 0.16% of BXM Wealth's portfolio in Q2 2026, its #136 holding.
  • BXM Wealth first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's McDonald's position peaked at $574K in Q3 2025.
  • 1,186 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.