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Cahaba Wealth Management’s McDonald's MCD Stock Holding History

Cahaba Wealth Management’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 		$754K Buy
2,791
+14
+0.5% +$4.01K 0.05% 75
2026
Q1 		$863K Sell
2,777
-105
-4% -$33.5K 0.06% 63
2025
Q4 		$881K Sell
2,882
-13
-0.4% -$3.98K 0.06% 62
2025
Q3 		$880K Sell
2,895
-29
-1% -$8.83K 0.06% 61
2025
Q2 		$854K Sell
2,924
-55
-2% -$17K 0.07% 62
2025
Q1 		$930K Sell
2,979
-98
-3% -$29.3K 0.08% 55
2024
Q4 		$892K Buy
3,077
+1
+0% +$298 0.07% 57
2024
Q3 		$937K Sell
3,076
-54
-2% -$14.9K 0.08% 54
2024
Q2 		$798K Sell
3,130
-73
-2% -$19.4K 0.07% 59
2024
Q1 		$903K Sell
3,203
-39
-1% -$11.3K 0.08% 58
2023
Q4 		$961K Sell
3,242
-58
-2% -$15.8K 0.1% 50
2023
Q3 		$869K Sell
3,300
-126
-4% -$35.9K 0.1% 52
2023
Q2 		$1.02M Sell
3,426
-183
-5% -$53.2K 0.11% 48
2023
Q1 		$1.01M Sell
3,609
-5
-0.1% -$1.34K 0.12% 45
2022
Q4 		$952K Sell
3,614
-210
-5% -$55.4K 0.12% 42
2022
Q3 		$882K Buy
3,824
+114
+3% +$29.1K 0.12% 47
2022
Q2 		$916K Sell
3,710
-181
-5% -$44.6K 0.13% 47
2022
Q1 		$969K Buy
3,891
+239
+7% +$59.5K 0.13% 49
2021
Q4 		$979K Buy
3,652
+45
+1% +$11.4K 0.13% 51
2021
Q3 		$869K Buy
3,607
+2,709
+302% +$647K 0.13% 50
2021
Q2 		$218K Sell
898
-135
-13% -$31.4K 0.03% 73
2021
Q1 		$231K Buy
1,033
+95
+10% +$20.3K 0.04% 78
2020
Q4 		$200K Buy
+938
New +$204K 0.03% 88
2020
Q1 		– Sell
-1,170
Closed -$231K – 81
2019
Q4 		$231K Buy
1,170
+151
+15% +$30K 0.05% 68
2019
Q3 		$218K Buy
1,019
+50
+5% +$10.7K 0.05% 69
2019
Q2 		$201K Buy
+969
New +$192K 0.05% 70

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cahaba Wealth Management increased its McDonald's (MCD) stake by 0.5% in Q2 2026, buying an estimated $4.01K and bringing the position to 2,791 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #75.

Cahaba Wealth Management first reported a position in MCD in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q2 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cahaba Wealth Management held 2,791 shares of McDonald's worth $754K as of Q2 2026.
  • Cahaba Wealth Management bought 14 McDonald's shares in Q2 2026, an estimated $4.01K.
  • McDonald's made up 0.05% of Cahaba Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Cahaba Wealth Management first reported a position in McDonald's in Q2 2019 and has held it in 26 quarters since.
  • Cahaba Wealth Management's McDonald's position peaked at $1.02M in Q2 2023.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.