Core Wealth Partners’s McDonald's MCD Stock Holding History

Core Wealth Partners’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	$477K	Sell	1,763 -38	-2%	-$10.9K	0.2%	105
2026 Q1	$560K	Buy	1,801 +9	+0.5%	+$2.87K	0.26%	86
2025 Q4	$548K	Buy	1,792 +9	+0.5%	+$2.76K	0.25%	85
2025 Q3	$542K	Buy	1,783 +9	+0.5%	+$2.74K	0.25%	84
2025 Q2	$518K	Buy	1,774 +10	+0.6%	+$3.08K	0.26%	82
2025 Q1	$551K	Sell	1,764 -3	-0.2%	-$897	0.32%	76
2024 Q4	$512K	Buy	1,767 +9	+0.5%	+$2.68K	0.29%	76
2024 Q3	$535K	Sell	1,758 -720	-29%	-$198K	0.32%	70
2024 Q2	$632K	Buy	2,478 +194	+8%	+$51.5K	0.43%	55
2024 Q1	$644K	Buy	2,284 +93	+4%	+$27K	0.49%	49
2023 Q4	$650K	Buy	2,191 +10	+0.5%	+$2.72K	0.53%	43
2023 Q3	$575K	Buy	2,181 +8	+0.4%	+$2.28K	0.52%	44
2023 Q2	$649K	Buy	2,173 +1	+0%	+$291	0.6%	42
2023 Q1	$607K	Sell	2,172 -8,723	-80%	-$2.34M	0.61%	41
2022 Q4	$895K	Buy	+10,895	New	+$2.87M	1.01%	29

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Core Wealth Partners's MCD Position: Q2 2026 in Review

Core Wealth Partners reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $10.9K and leaving 1,763 shares worth $477K. The position accounts for 0.2% of the portfolio, ranked #105.

Core Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $895K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Core Wealth Partners held 1,763 shares of McDonald's worth $477K as of Q2 2026.
Core Wealth Partners sold 38 McDonald's shares in Q2 2026, an estimated $10.9K.
McDonald's made up 0.2% of Core Wealth Partners's portfolio in Q2 2026, its #105 holding.
Core Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's McDonald's position peaked at $895K in Q4 2022.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.