CWM
MCD icon

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

Connecticut 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 		$1.35M Buy
4,978
+100
+2% +$28.7K 0.05% 132
2026
Q1 		$1.52M Sell
4,878
-426
-8% -$136K 0.06% 122
2025
Q4 		$1.62M Sell
5,304
-70
-1% -$21.4K 0.07% 120
2025
Q3 		$1.63M Sell
5,374
-168
-3% -$51.1K 0.07% 113
2025
Q2 		$1.62M Sell
5,542
-146
-3% -$45K 0.08% 112
2025
Q1 		$1.78M Buy
5,688
+176
+3% +$52.6K 0.09% 105
2024
Q4 		$1.6M Sell
5,512
-170
-3% -$50.7K 0.08% 96
2024
Q3 		$1.73M Buy
5,682
+282
+5% +$77.7K 0.08% 110
2024
Q2 		$1.38M Buy
5,400
+964
+22% +$256K 0.07% 122
2024
Q1 		$1.25M Buy
4,436
+20
+0.5% +$5.82K 0.07% 125
2023
Q4 		$1.31M Buy
4,416
+94
+2% +$25.6K 0.08% 119
2023
Q3 		$1.14M Buy
4,322
+1,571
+57% +$448K 0.08% 106
2023
Q2 		$821K Buy
2,751
+542
+25% +$157K 0.06% 110
2023
Q1 		$618K Buy
2,209
+561
+34% +$150K 0.05% 122
2022
Q4 		$434K Buy
1,648
+74
+5% +$19.5K 0.04% 121
2022
Q3 		$363K Sell
1,574
-272
-15% -$69.5K 0.03% 130
2022
Q2 		$456K Buy
1,846
+121
+7% +$29.8K 0.04% 124
2022
Q1 		$427K Sell
1,725
-44
-2% -$11K 0.03% 129
2021
Q4 		$474K Buy
1,769
+327
+23% +$82.6K 0.04% 123
2021
Q3 		$348K Buy
1,442
+46
+3% +$11K 0.03% 143
2021
Q2 		$322K Sell
1,396
-2,216
-61% -$516K 0.03% 142
2021
Q1 		$810K Buy
3,612
+41
+1% +$8.77K 0.07% 77
2020
Q4 		$766K Buy
3,571
+434
+14% +$94.4K 0.08% 91
2020
Q3 		$688K Buy
+3,137
New +$644K 0.08% 103
2019
Q4 		– Sell
-1,096
Closed -$235K – 160
2019
Q3 		$235K Buy
1,096
+1
+0.1% +$214 0.03% 143
2019
Q2 		$227K Buy
+1,095
New +$217K 0.03% 138

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Connecticut Wealth Management increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $28.7K and bringing the position to 4,978 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #132.

Connecticut Wealth Management first reported a position in MCD in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.78M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Connecticut Wealth Management held 4,978 shares of McDonald's worth $1.35M as of Q2 2026.
  • Connecticut Wealth Management bought 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Connecticut Wealth Management first reported a position in McDonald's in Q2 2019 and has held it in 26 quarters since.
  • Connecticut Wealth Management's McDonald's position peaked at $1.78M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.