CWA
MCD icon

Centennial Wealth Advisory’s McDonald's MCD Stock Holding History

Centennial Wealth Advisory’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 		$490K Sell
1,813
-1,969
-52% -$565K 0.11% 130
2026
Q1 		$1.18M Buy
3,782
+627
+20% +$200K 0.28% 49
2025
Q4 		$965K Buy
3,155
+244
+8% +$74.7K 0.26% 52
2025
Q3 		$885K Buy
2,911
+221
+8% +$67.3K 0.25% 56
2025
Q2 		$787K Buy
2,690
+79
+3% +$24.4K 0.25% 56
2025
Q1 		$816K Buy
2,611
+243
+10% +$72.7K 0.3% 43
2024
Q4 		$686K Buy
2,368
+163
+7% +$48.6K 0.27% 45
2024
Q3 		$672K Sell
2,205
-105
-5% -$28.9K 0.26% 39
2024
Q2 		$589K Buy
2,310
+369
+19% +$97.9K 0.26% 49
2024
Q1 		$548K Buy
1,941
+41
+2% +$11.9K 0.25% 56
2023
Q4 		$563K Sell
1,900
-34
-2% -$9.25K 0.29% 48
2023
Q3 		$510K Buy
1,934
+13
+0.7% +$3.71K 0.27% 60
2023
Q2 		$573K Sell
1,921
-558
-23% -$162K 0.3% 51
2023
Q1 		$693K Buy
2,479
+1,285
+108% +$344K 0.37% 44
2022
Q4 		$315K Buy
1,194
+210
+21% +$55.4K 0.18% 85
2022
Q3 		$227K Buy
984
+167
+20% +$42.7K 0.13% 93
2022
Q2 		$202K Buy
+817
New +$201K 0.11% 114

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Centennial Wealth Advisory's MCD Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its McDonald's (MCD) stake by 52% in Q2 2026, selling an estimated $565K and leaving 1,813 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #130.

Centennial Wealth Advisory first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q1 2026. 628 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Centennial Wealth Advisory held 1,813 shares of McDonald's worth $490K as of Q2 2026.
  • Centennial Wealth Advisory sold 1,969 McDonald's shares in Q2 2026, an estimated $565K.
  • McDonald's made up 0.11% of Centennial Wealth Advisory's portfolio in Q2 2026, its #130 holding.
  • Centennial Wealth Advisory first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Centennial Wealth Advisory's McDonald's position peaked at $1.18M in Q1 2026.
  • 628 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.