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

Calamos 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 		$1.78M Sell
6,594
-598
-8% -$171K 0.05% 155
2026
Q1 		$2.24M Buy
7,192
+909
+14% +$290K 0.08% 135
2025
Q4 		$1.92M Sell
6,283
-71
-1% -$21.7K 0.07% 133
2025
Q3 		$1.93M Sell
6,354
-193
-3% -$58.7K 0.07% 136
2025
Q2 		$1.91M Buy
6,547
+401
+7% +$124K 0.08% 118
2025
Q1 		$1.92M Sell
6,146
-174
-3% -$52K 0.1% 104
2024
Q4 		$1.83M Sell
6,320
-175
-3% -$52.2K 0.09% 103
2024
Q3 		$1.98M Sell
6,495
-3
-0% -$827 0.1% 103
2024
Q2 		$1.66M Sell
6,498
-816
-11% -$216K 0.09% 114
2024
Q1 		$2.06M Sell
7,314
-378
-5% -$110K 0.12% 103
2023
Q4 		$2.28M Sell
7,692
-448
-6% -$122K 0.14% 91
2023
Q3 		$2.14M Buy
8,140
+127
+2% +$36.2K 0.16% 89
2023
Q2 		$2.39M Sell
8,013
-351
-4% -$102K 0.18% 92
2023
Q1 		$2.34M Sell
8,364
-359
-4% -$96.2K 0.18% 93
2022
Q4 		$2.3M Buy
8,723
+50
+0.6% +$13.2K 0.18% 95
2022
Q3 		$2M Sell
8,673
-1,133
-12% -$290K 0.17% 96
2022
Q2 		$2.42M Sell
9,806
-197
-2% -$48.5K 0.21% 88
2022
Q1 		$2.47M Sell
10,003
-445
-4% -$111K 0.18% 100
2021
Q4 		$2.8M Sell
10,448
-970
-8% -$245K 0.2% 93
2021
Q3 		$2.75M Sell
11,418
-45
-0.4% -$10.7K 0.22% 89
2021
Q2 		$2.65M Buy
11,463
+1,412
+14% +$329K 0.21% 92
2021
Q1 		$2.25M Sell
10,051
-272
-3% -$58.2K 0.19% 95
2020
Q4 		$2.21M Buy
10,323
+599
+6% +$130K 0.2% 84
2020
Q3 		$2.13M Sell
9,724
-634
-6% -$130K 0.24% 74
2020
Q2 		$1.91M Sell
10,358
-38,583
-79% -$7.07M 0.24% 75
2020
Q1 		$8.09M Buy
48,941
+935
+2% +$184K 1.23% 16
2019
Q4 		$9.49M Sell
48,006
-154
-0.3% -$30.5K 1.12% 15
2019
Q3 		$10.3M Buy
48,160
+43
+0.1% +$9.22K 1.38% 10
2019
Q2 		$9.99M Sell
48,117
-562
-1% -$111K 1.35% 12
2019
Q1 		$9.24M Sell
48,679
-1,513
-3% -$275K 1.32% 13
2018
Q4 		$8.91M Sell
50,192
-3,185
-6% -$565K 1.34% 15
2018
Q3 		$8.93M Sell
53,377
-2,788
-5% -$447K 1.11% 19
2018
Q2 		$8.8M Sell
56,165
-1,801
-3% -$292K 1.1% 19
2018
Q1 		$9.06M Buy
57,966
+20,949
+57% +$3.45M 1.14% 20
2017
Q4 		$6.37M Buy
37,017
+4,334
+13% +$728K 0.83% 39
2017
Q3 		$5.12M Buy
32,683
+8,356
+34% +$1.31M 0.71% 46
2017
Q2 		$3.73M Buy
24,327
+486
+2% +$70.2K 0.53% 57
2017
Q1 		$3.09M Buy
23,841
+5,295
+29% +$664K 0.46% 66
2016
Q4 		$2.26M Buy
18,546
+1,341
+8% +$157K 0.36% 86
2016
Q3 		$1.99M Buy
17,205
+2,704
+19% +$320K 0.34% 97
2016
Q2 		$1.75M Buy
14,501
+2,436
+20% +$305K 0.31% 106
2016
Q1 		$1.52M Buy
12,065
+2,278
+23% +$272K 0.29% 115
2015
Q4 		$1.16M Buy
9,787
+605
+7% +$67.6K 0.23% 136
2015
Q3 		$905K Buy
+9,182
New +$894K 0.22% 152
2014
Q1 		– Sell
-9,395
Closed -$912K – 217
2013
Q4 		$912K Buy
9,395
+625
+7% +$60.1K 0.28% 120
2013
Q3 		$844K Buy
+8,770
New +$856K 0.28% 115

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Calamos Wealth Management reduced its McDonald's (MCD) stake by 8.3% in Q2 2026, selling an estimated $171K and leaving 6,594 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #155.

Calamos Wealth Management first reported a position in MCD in Q3 2013 and has held it in 46 quarters since. The position peaked at $10.3M in Q3 2019. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Calamos Wealth Management held 6,594 shares of McDonald's worth $1.78M as of Q2 2026.
  • Calamos Wealth Management sold 598 McDonald's shares in Q2 2026, an estimated $171K.
  • McDonald's made up 0.05% of Calamos Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Calamos Wealth Management first reported a position in McDonald's in Q3 2013 and has held it in 46 quarters since.
  • Calamos Wealth Management's McDonald's position peaked at $10.3M in Q3 2019.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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