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

Chemistry 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 		$444K Buy
1,641
+1
+0.1% +$287 0.07% 140
2026
Q1 		$510K Buy
1,640
+22
+1% +$7.01K 0.09% 120
2025
Q4 		$495K Buy
1,618
+2
+0.1% +$613 0.09% 118
2025
Q3 		$491K Buy
1,616
+2
+0.1% +$609 0.09% 120
2025
Q2 		$472K Buy
1,614
+2
+0.1% +$617 0.1% 113
2025
Q1 		$504K Sell
1,612
-45
-3% -$13.5K 0.12% 102
2024
Q4 		$480K Buy
1,657
+202
+14% +$60.2K 0.11% 105
2024
Q3 		$443K Sell
1,455
-13
-0.9% -$3.58K 0.11% 108
2024
Q2 		$374K Buy
1,468
+45
+3% +$11.9K 0.1% 111
2024
Q1 		$401K Buy
1,423
+84
+6% +$24.4K 0.11% 110
2023
Q4 		$397K Buy
1,339
+2
+0.1% +$544 0.12% 107
2023
Q3 		$352K Buy
1,337
+2
+0.1% +$570 0.12% 111
2023
Q2 		$398K Buy
1,335
+51
+4% +$14.8K 0.13% 105
2023
Q1 		$359K Buy
1,284
+185
+17% +$49.6K 0.12% 110
2022
Q4 		$290K Buy
1,099
+81
+8% +$21.4K 0.11% 113
2022
Q3 		$235K Hold
1,018
– – 0.09% 122
2022
Q2 		$251K Hold
1,018
– – 0.1% 123
2022
Q1 		$252K Buy
+1,018
New +$254K 0.09% 121

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Chemistry Wealth Management increased its McDonald's (MCD) stake by 0.06% in Q2 2026, buying an estimated $287 and bringing the position to 1,641 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #140.

Chemistry Wealth Management first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $510K in Q1 2026. 1,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Chemistry Wealth Management held 1,641 shares of McDonald's worth $444K as of Q2 2026.
  • Chemistry Wealth Management bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.07% of Chemistry Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Chemistry Wealth Management first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's McDonald's position peaked at $510K in Q1 2026.
  • 1,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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