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Carolina Wealth Advisors’s McDonald's MCD Stock Holding History

Carolina Wealth 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 		$2.01M Sell
7,446
-97
-1% -$27.8K 0.79% 50
2026
Q1 		$2.34M Buy
7,543
+7,319
+3,267% +$2.33M 0.98% 36
2025
Q4 		$68.5K Buy
224
+183
+446% +$56K 0.03% 96
2025
Q3 		$12.5K Hold
41
– – 0.01% 161
2025
Q2 		$12K Hold
41
– – 0.01% 141
2025
Q1 		$12.8K Hold
41
– – 0.01% 126
2024
Q4 		$11.9K Hold
41
– – 0.01% 140
2024
Q3 		$12.5K Hold
41
– – 0.01% 159
2024
Q2 		$10.4K Hold
41
– – 0.01% 135
2024
Q1 		$11.6K Hold
41
– – 0.01% 138
2023
Q4 		$12.2K Hold
41
– – 0.01% 154
2023
Q3 		$10.8K Hold
41
– – 0.01% 165
2023
Q2 		$12.2K Buy
41
+30
+273% +$8.72K 0.01% 149
2023
Q1 		$3.08K Hold
11
– – ﹤0.01% 202
2022
Q4 		$3K Hold
11
– – ﹤0.01% 194
2022
Q3 		$3K Hold
11
– – ﹤0.01% 197
2022
Q2 		$3K Hold
11
– – ﹤0.01% 222
2022
Q1 		$3K Hold
11
– – ﹤0.01% 237
2021
Q4 		$3K Hold
11
– – ﹤0.01% 236
2021
Q3 		$3K Sell
11
-5
-31% -$1.19K ﹤0.01% 229
2021
Q2 		$4K Sell
16
-14
-47% -$3.26K ﹤0.01% 237
2021
Q1 		$7K Buy
30
+14
+88% +$2.99K 0.01% 225
2020
Q4 		$3K Sell
16
-7
-30% -$1.52K ﹤0.01% 203
2020
Q3 		$5K Buy
23
+12
+109% +$2.46K ﹤0.01% 169
2020
Q2 		$2K Hold
11
– – ﹤0.01% 155
2020
Q1 		$2K Sell
11
-471
-98% -$92.8K ﹤0.01% 153
2019
Q4 		$95K Buy
+482
New +$95.6K 0.09% 54

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Carolina Wealth Advisors's MCD Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $27.8K and leaving 7,446 shares worth $2.01M. The position accounts for 0.79% of the portfolio, ranked #50.

Carolina Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.34M in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Carolina Wealth Advisors held 7,446 shares of McDonald's worth $2.01M as of Q2 2026.
  • Carolina Wealth Advisors sold 97 McDonald's shares in Q2 2026, an estimated $27.8K.
  • McDonald's made up 0.79% of Carolina Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Carolina Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's McDonald's position peaked at $2.34M in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.