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

Continuum 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	$247K	Hold	914	–	–	0.08%	74
2026 Q1	$284K	Hold	914	–	–	0.12%	58
2025 Q4	$279K	Hold	914	–	–	0.11%	70
2025 Q3	$278K	Buy	914 +100	+12%	+$30.4K	0.12%	58
2025 Q2	$238K	Hold	814	–	–	0.11%	51
2025 Q1	$254K	Hold	814	–	–	0.13%	48
2024 Q4	$236K	Hold	814	–	–	0.12%	53
2024 Q3	$248K	Sell	814 -100	-11%	-$27.6K	0.13%	50
2024 Q2	$233K	Hold	914	–	–	0.12%	53
2024 Q1	$258K	Buy	914 +51	+6%	+$14.8K	0.15%	53
2023 Q4	$256K	Buy	863 +49	+6%	+$13.3K	0.17%	41
2023 Q3	$214K	Hold	814	–	–	0.15%	45
2023 Q2	$243K	Hold	814	–	–	0.17%	42
2023 Q1	$228K	Sell	814 -182	-18%	-$48.8K	0.19%	38
2022 Q4	$262K	Buy	+996	New	+$263K	0.26%	34

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

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

Continuum Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 914 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #74.

Continuum Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $284K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Continuum Wealth Advisors held 914 shares of McDonald's worth $247K as of Q2 2026.
Continuum Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.08% of Continuum Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Continuum Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's McDonald's position peaked at $284K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.