Cache Advisors’s McDonald's MCD Stock Holding History

Cache 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	–	Sell	-631	Closed	-$196K	–	178
2026 Q1	$196K	Buy	+631	New	+$201K	0.02%	114

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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 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

Cache Advisors's MCD Position: Q2 2026 in Review

Cache Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 631 shares — an estimated $196K sold.

Cache Advisors first reported a position in MCD in Q1 2026 and held it in 1 quarter. The position peaked at $196K in Q1 2026. 851 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cache Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Cache Advisors sold 631 McDonald's shares in Q2 2026, an estimated $196K.
Cache Advisors first reported a position in McDonald's in Q1 2026 and held it in 1 quarter.
Cache Advisors's McDonald's position peaked at $196K in Q1 2026.
851 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.