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CJM Wealth Advisers’s McDonald's MCD Stock Holding History

CJM Wealth Advisers’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 		$326K Buy
1,207
+1
+0.1% +$287 0.09% 60
2026
Q1 		$375K Sell
1,206
-8
-0.7% -$2.55K 0.11% 57
2025
Q4 		$371K Buy
1,214
+11
+0.9% +$3.37K 0.11% 56
2025
Q3 		$366K Buy
1,203
+1
+0.1% +$304 0.11% 52
2025
Q2 		$351K Buy
1,202
+1
+0.1% +$308 0.12% 51
2025
Q1 		$375K Sell
1,201
-5
-0.4% -$1.5K 0.13% 47
2024
Q4 		$350K Buy
1,206
+7
+0.6% +$2.09K 0.12% 48
2024
Q3 		$365K Buy
1,199
+1
+0.1% +$276 0.13% 46
2024
Q2 		$299K Sell
1,198
-455
-28% -$121K 0.11% 45
2024
Q1 		$466K Buy
1,653
+12
+0.7% +$3.49K 0.18% 38
2023
Q4 		$487K Buy
1,641
+1
+0.1% +$272 0.21% 39
2023
Q3 		$432K Buy
1,640
+2
+0.1% +$570 0.21% 38
2023
Q2 		$489K Buy
1,638
+1
+0.1% +$291 0.25% 34
2023
Q1 		$458K Buy
1,637
+2
+0.1% +$536 0.26% 33
2022
Q4 		$431K Buy
1,635
+2
+0.1% +$528 0.27% 32
2022
Q3 		$377K Buy
1,633
+41
+3% +$10.5K 0.27% 34
2022
Q2 		$393K Buy
1,592
+77
+5% +$19K 0.27% 33
2022
Q1 		$375K Buy
1,515
+1
+0.1% +$249 0.26% 41
2021
Q4 		$406K Buy
+1,514
New +$382K 0.29% 40

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

CJM Wealth Advisers's MCD Position: Q2 2026 in Review

CJM Wealth Advisers increased its McDonald's (MCD) stake by 0.08% in Q2 2026, buying an estimated $287 and bringing the position to 1,207 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #60.

CJM Wealth Advisers first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $489K in Q2 2023. 806 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CJM Wealth Advisers held 1,207 shares of McDonald's worth $326K as of Q2 2026.
  • CJM Wealth Advisers bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.09% of CJM Wealth Advisers's portfolio in Q2 2026, its #60 holding.
  • CJM Wealth Advisers first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's McDonald's position peaked at $489K in Q2 2023.
  • 806 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.