Caliber Wealth Management (Kansas)’s McDonald's MCD Stock Holding History

Caliber Wealth Management (Kansas)’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	$442K	Buy	1,634 +8	+0.5%	+$2.29K	0.04%	197
2026 Q1	$505K	Buy	1,626 +211	+15%	+$67.2K	0.06%	171
2025 Q4	$433K	Sell	1,415 -217	-13%	-$66.5K	0.05%	186
2025 Q3	$496K	Sell	1,632 -827	-34%	-$252K	0.06%	171
2025 Q2	$719K	Buy	2,459 +408	+20%	+$126K	0.08%	154
2025 Q1	$641K	Buy	+2,051	New	+$613K	0.09%	147

Other funds holding MCD

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MCD Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its McDonald's (MCD) stake by 0.49% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,634 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #197.

Caliber Wealth Management (Kansas) first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $719K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,634 shares of McDonald's worth $442K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 8 McDonald's shares in Q2 2026, an estimated $2.29K.
McDonald's made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #197 holding.
Caliber Wealth Management (Kansas) first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s McDonald's position peaked at $719K in Q2 2025.
1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.