CCA
MCD icon

Conservest Capital Advisors’s McDonald's MCD Stock Holding History

Conservest Capital 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 		$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

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

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. 1,684 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.
  • 1,684 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.