Conservest Capital Advisors’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 | $226K | Buy |
837
+1
| +0.1% | +$287 | 0.02% | 128 |
|
|
2026
Q1 | $260K | Buy |
836
+29
| +4% | +$9.24K | 0.02% | 114 |
|
|
2025
Q4 | $247K | Sell |
807
-19
| -2% | -$5.82K | 0.02% | 116 |
|
|
2025
Q3 | $251K | Buy |
826
+1
| +0.1% | +$304 | 0.02% | 112 |
|
|
2025
Q2 | $241K | Sell |
825
-134
| -14% | -$41.3K | 0.02% | 112 |
|
|
2025
Q1 | $300K | Buy |
959
+2
| +0.2% | +$598 | 0.03% | 90 |
|
|
2024
Q4 | $278K | Sell |
957
-119
| -11% | -$35.5K | 0.03% | 94 |
|
|
2024
Q3 | $303K | Hold |
1,076
| – | – | 0.03% | 84 |
|
|
2024
Q2 | $303K | Hold |
1,076
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $303K | Buy |
1,076
+2
| +0.2% | +$582 | 0.03% | 84 |
|
|
2023
Q4 | $318K | Buy |
1,074
+2
| +0.2% | +$544 | 0.03% | 86 |
|
|
2023
Q3 | $282K | Sell |
1,072
-32
| -3% | -$9.13K | 0.03% | 80 |
|
|
2023
Q2 | $329K | Buy |
1,104
+33
| +3% | +$9.59K | 0.04% | 77 |
|
|
2023
Q1 | $300K | Buy |
1,071
+208
| +24% | +$55.7K | 0.04% | 78 |
|
|
2022
Q4 | $228K | Buy |
+863
| New | +$228K | 0.03% | 81 |
|
|
2022
Q3 | – | Sell |
-935
| Closed | -$239K | – | 77 |
|
|
2022
Q2 | $231K | Buy |
935
+2
| +0.2% | +$493 | 0.03% | 80 |
|
|
2022
Q1 | $231K | Buy |
933
+2
| +0.2% | +$498 | 0.03% | 80 |
|
|
2021
Q4 | $250K | Buy |
931
+2
| +0.2% | +$505 | 0.03% | 82 |
|
|
2021
Q3 | $224K | Buy |
929
+2
| +0.2% | +$477 | 0.03% | 76 |
|
|
2021
Q2 | $214K | Buy |
927
+1
| +0.1% | +$233 | 0.02% | 78 |
|
|
2021
Q1 | $207K | Buy |
+926
| New | +$198K | 0.02% | 77 |
|
|
2020
Q4 | – | Sell |
-922
| Closed | -$202K | – | 78 |
|
|
2020
Q3 | $202K | Buy |
+922
| New | +$189K | 0.03% | 73 |
|
|
2020
Q1 | – | Sell |
-1,104
| Closed | -$218K | – | 75 |
|
|
2019
Q4 | $218K | Buy |
1,104
+2
| +0.2% | +$397 | 0.03% | 77 |
|
|
2019
Q3 | $237K | Sell |
1,102
-166
| -13% | -$35.6K | 0.03% | 73 |
|
|
2019
Q2 | $263K | Sell |
1,268
-95
| -7% | -$18.8K | 0.04% | 73 |
|
|
2019
Q1 | $259K | Buy |
1,363
+109
| +9% | +$19.8K | 0.04% | 73 |
|
|
2018
Q4 | $223K | Buy |
+1,254
| New | +$222K | 0.04% | 75 |
|
|
2018
Q1 | – | Sell |
-1,185
| Closed | -$204K | – | 79 |
|
|
2017
Q4 | $204K | Buy |
+1,185
| New | +$199K | 0.04% | 80 |
|
Other funds holding MCD
Conservest Capital Advisors's MCD Position: Q2 2026 in Review
Conservest Capital Advisors increased its McDonald's (MCD) stake by 0.12% in Q2 2026, buying an estimated $287 and bringing the position to 837 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #128.
Conservest Capital Advisors first reported a position in MCD in Q4 2017 and has held it in 28 quarters since. The position peaked at $329K in Q2 2023. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Conservest Capital Advisors held 837 shares of McDonald's worth $226K as of Q2 2026.
- Conservest Capital Advisors bought 1 McDonald's share in Q2 2026, an estimated $287.
- McDonald's made up 0.02% of Conservest Capital Advisors's portfolio in Q2 2026, its #128 holding.
- Conservest Capital Advisors first reported a position in McDonald's in Q4 2017 and has held it in 28 quarters since.
- Conservest Capital Advisors's McDonald's position peaked at $329K in Q2 2023.
- 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.