Cove Private Wealth’s McDonald's MCD Stock Holding History

Cove Private Wealth’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	$1.32M	Buy	4,887 +9	+0.2%	+$2.58K	0.26%	70
2026 Q1	$1.52M	Buy	4,878 +96	+2%	+$30.6K	0.34%	56
2025 Q4	$1.46M	Buy	4,782 +443	+10%	+$136K	0.44%	56
2025 Q3	$1.32M	Hold	4,339	–	–	0.42%	60
2025 Q2	$1.27M	Buy	4,339 +1,164	+37%	+$359K	0.45%	61
2025 Q1	$992K	Buy	3,175 +518	+19%	+$155K	0.52%	51
2024 Q4	$770K	Buy	2,657 +107	+4%	+$31.9K	0.46%	55
2024 Q3	$777K	Hold	2,550	–	–	0.6%	47
2024 Q2	$650K	Hold	2,550	–	–	0.52%	48
2024 Q1	$719K	Hold	2,550	–	–	0.61%	46
2023 Q4	$756K	Buy	+2,550	New	+$694K	0.72%	44

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cove Private Wealth's MCD Position: Q2 2026 in Review

Cove Private Wealth increased its McDonald's (MCD) stake by 0.18% in Q2 2026, buying an estimated $2.58K and bringing the position to 4,887 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #70.

Cove Private Wealth first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2026. 1,615 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cove Private Wealth held 4,887 shares of McDonald's worth $1.32M as of Q2 2026.
Cove Private Wealth bought 9 McDonald's shares in Q2 2026, an estimated $2.58K.
McDonald's made up 0.26% of Cove Private Wealth's portfolio in Q2 2026, its #70 holding.
Cove Private Wealth first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's McDonald's position peaked at $1.52M in Q1 2026.
1,615 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.