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Coastwise Capital Group’s McDonald's MCD Stock Holding History

Coastwise Capital Group’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 		$220K Buy
+814
New +$233K 0.13% 131

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

Coastwise Capital Group's MCD Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in McDonald's (MCD) in Q2 2026: 814 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #131 among its holdings.

785 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Coastwise Capital Group held 814 shares of McDonald's worth $220K as of Q2 2026.
  • McDonald's was a new Coastwise Capital Group position in Q2 2026.
  • McDonald's made up 0.13% of Coastwise Capital Group's portfolio in Q2 2026, its #131 holding.
  • 785 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.