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

Centurion 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	$504K	Sell	1,863 -62	-3%	-$17.8K	0.12%	158
2026 Q1	$598K	Sell	1,925 -23	-1%	-$7.33K	0.13%	139
2025 Q4	$595K	Buy	1,948 +8	+0.4%	+$2.45K	0.13%	139
2025 Q3	$590K	Buy	1,940 +225	+13%	+$68.5K	0.13%	135
2025 Q2	$501K	Buy	1,715 +89	+5%	+$27.4K	0.14%	124
2025 Q1	$471K	Hold	1,626	–	–	0.15%	110
2024 Q4	$471K	Sell	1,626 -22	-1%	-$6.56K	0.15%	110
2024 Q3	$502K	Buy	+1,648	New	+$454K	0.16%	100
2024 Q1	$498K	Sell	1,766 -61	-3%	-$17.7K	0.2%	88
2023 Q4	$542K	Sell	1,827 -44	-2%	-$12K	0.23%	74
2023 Q3	$493K	Hold	1,871	–	–	0.24%	72
2023 Q2	$558K	Buy	1,871 +23	+1%	+$6.68K	0.27%	65
2023 Q1	$517K	Sell	1,848 -107	-5%	-$28.7K	0.26%	71
2022 Q4	$515K	Buy	+1,955	New	+$516K	0.29%	69

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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 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

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

Centurion Wealth Management reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $17.8K and leaving 1,863 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #158.

Centurion Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $598K in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Centurion Wealth Management held 1,863 shares of McDonald's worth $504K as of Q2 2026.
Centurion Wealth Management sold 62 McDonald's shares in Q2 2026, an estimated $17.8K.
McDonald's made up 0.12% of Centurion Wealth Management's portfolio in Q2 2026, its #158 holding.
Centurion Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's McDonald's position peaked at $598K in Q1 2026.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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