Circle Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $731K | Sell |
2,706
-841
| -24% | -$241K | 0.01% | 178 |
|
|
2026
Q1 | $1.1M | Buy |
3,547
+755
| +27% | +$241K | 0.02% | 124 |
|
|
2025
Q4 | $853K | Buy |
2,792
+42
| +2% | +$12.9K | 0.01% | 151 |
|
|
2025
Q3 | $836K | Sell |
2,750
-175
| -6% | -$53.3K | 0.02% | 138 |
|
|
2025
Q2 | $855K | Buy |
2,925
+175
| +6% | +$54K | 0.02% | 129 |
|
|
2025
Q1 | $859K | Sell |
2,750
-213
| -7% | -$63.7K | 0.02% | 123 |
|
|
2024
Q4 | $859K | Buy |
2,963
+7
| +0.2% | +$2.09K | 0.02% | 129 |
|
|
2024
Q3 | $900K | Sell |
2,956
-170
| -5% | -$46.9K | 0.02% | 124 |
|
|
2024
Q2 | $797K | Sell |
3,126
-361
| -10% | -$95.8K | 0.02% | 120 |
|
|
2024
Q1 | $983K | Sell |
3,487
-70
| -2% | -$20.4K | 0.02% | 97 |
|
|
2023
Q4 | $1.05M | Sell |
3,557
-21
| -0.6% | -$5.72K | 0.03% | 82 |
|
|
2023
Q3 | $942K | Buy |
3,578
+40
| +1% | +$11.4K | 0.02% | 88 |
|
|
2023
Q2 | $1.06M | Buy |
3,538
+8
| +0.2% | +$2.32K | 0.14% | 50 |
|
|
2023
Q1 | $987K | Buy |
3,530
+210
| +6% | +$56.3K | 0.14% | 51 |
|
|
2022
Q4 | $875K | Buy |
3,320
+61
| +2% | +$16.1K | 0.14% | 57 |
|
|
2022
Q3 | $752K | Sell |
3,259
-69
| -2% | -$17.6K | 0.12% | 61 |
|
|
2022
Q2 | $822K | Buy |
3,328
+10
| +0.3% | +$2.46K | 0.13% | 62 |
|
|
2022
Q1 | $820K | Buy |
3,318
+7
| +0.2% | +$1.74K | 0.11% | 82 |
|
|
2021
Q4 | $887K | Sell |
3,311
-605
| -15% | -$153K | 0.12% | 75 |
|
|
2021
Q3 | $944K | Buy |
3,916
+11
| +0.3% | +$2.63K | 0.14% | 66 |
|
|
2021
Q2 | $902K | Buy |
3,905
+27
| +0.7% | +$6.28K | 0.13% | 81 |
|
|
2021
Q1 | $869K | Buy |
3,878
+15
| +0.4% | +$3.21K | 0.14% | 73 |
|
|
2020
Q4 | $829K | Buy |
3,863
+20
| +0.5% | +$4.35K | 0.12% | 97 |
|
|
2020
Q3 | $844K | Buy |
3,843
+19
| +0.5% | +$3.9K | 0.14% | 75 |
|
|
2020
Q2 | $705K | Buy |
3,824
+73
| +2% | +$13.4K | 0.12% | 85 |
|
|
2020
Q1 | $620K | Sell |
3,751
-152
| -4% | -$29.9K | 0.12% | 87 |
|
|
2019
Q4 | $771K | Buy |
3,903
+336
| +9% | +$66.7K | 0.13% | 80 |
|
|
2019
Q3 | $766K | Buy |
3,567
+17
| +0.5% | +$3.65K | 0.16% | 76 |
|
|
2019
Q2 | $737K | Buy |
3,550
+427
| +14% | +$84.6K | 0.16% | 77 |
|
|
2019
Q1 | $593K | Buy |
3,123
+53
| +2% | +$9.62K | 0.13% | 91 |
|
|
2018
Q4 | $545K | Sell |
3,070
-5
| -0.2% | -$887 | 0.2% | 39 |
|
|
2018
Q3 | $514K | Sell |
3,075
-23
| -0.7% | -$3.69K | 0.16% | 51 |
|
|
2018
Q2 | $485K | Sell |
3,098
-2
| -0.1% | -$324 | 0.16% | 54 |
|
|
2018
Q1 | $485K | Sell |
3,100
-78
| -2% | -$12.8K | 0.17% | 53 |
|
|
2017
Q4 | $547K | Buy |
3,178
+61
| +2% | +$10.2K | 0.21% | 47 |
|
|
2017
Q3 | $488K | Buy |
3,117
+97
| +3% | +$15.2K | 0.2% | 46 |
|
|
2017
Q2 | $463K | Buy |
3,020
+164
| +6% | +$23.7K | 0.21% | 46 |
|
|
2017
Q1 | $370K | Buy |
2,856
+21
| +0.7% | +$2.63K | 0.18% | 44 |
|
|
2016
Q4 | $345K | Buy |
+2,835
| New | +$332K | 0.18% | 45 |
|
Other funds holding MCD
Circle Wealth Management's MCD Position: Q2 2026 in Review
Circle Wealth Management reduced its McDonald's (MCD) stake by 24% in Q2 2026, selling an estimated $241K and leaving 2,706 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #178.
Circle Wealth Management first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.1M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Circle Wealth Management held 2,706 shares of McDonald's worth $731K as of Q2 2026.
- Circle Wealth Management sold 841 McDonald's shares in Q2 2026, an estimated $241K.
- McDonald's made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #178 holding.
- Circle Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
- Circle Wealth Management's McDonald's position peaked at $1.1M in Q1 2026.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.