CM Wealth Advisors’s McDonald's MCD Stock Holding History

CM Wealth Advisors’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	$255K	Sell	943 -1,888	-67%	-$541K	0.05%	163
2026 Q1	$880K	Hold	2,831	–	–	0.19%	48
2025 Q4	$865K	Buy	2,831 +406	+17%	+$124K	0.2%	52
2025 Q3	$737K	Hold	2,425	–	–	0.19%	43
2025 Q2	$709K	Sell	2,425 -104	-4%	-$32.1K	0.21%	41
2025 Q1	$790K	Hold	2,529	–	–	0.25%	36
2024 Q4	$733K	Hold	2,529	–	–	0.24%	40
2024 Q3	$770K	Hold	2,529	–	–	0.25%	38
2024 Q2	$644K	Buy	2,529 +1,215	+92%	+$322K	0.31%	30
2024 Q1	$351K	Sell	1,314 -852	-39%	-$248K	0.1%	117
2023 Q4	$642K	Hold	2,166	–	–	0.28%	31
2023 Q3	$588K	Sell	2,166 -200	-8%	-$57K	0.23%	35
2023 Q2	$696K	Buy	2,366 +177	+8%	+$51.4K	0.23%	47
2023 Q1	$635K	Buy	2,189 +23	+1%	+$6.16K	0.12%	223
2022 Q4	$571K	Hold	2,166	–	–	0.29%	36
2022 Q3	$500M	Sell	2,166 -15	-0.7%	-$3.83K	0.28%	36
2022 Q2	$538K	Buy	+2,181	New	+$537K	0.33%	37

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CM Wealth Advisors's MCD Position: Q2 2026 in Review

CM Wealth Advisors reduced its McDonald's (MCD) stake by 67% in Q2 2026, selling an estimated $541K and leaving 943 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #163.

CM Wealth Advisors first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $500M in Q3 2022. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

CM Wealth Advisors held 943 shares of McDonald's worth $255K as of Q2 2026.
CM Wealth Advisors sold 1,888 McDonald's shares in Q2 2026, an estimated $541K.
McDonald's made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #163 holding.
CM Wealth Advisors first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's McDonald's position peaked at $500M in Q3 2022.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.