CreativeOne Wealth’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 | $2.62M | Sell |
9,685
-2,987
| -24% | -$857K | 0.06% | 310 |
|
|
2026
Q1 | $3.94M | Sell |
12,672
-92
| -0.7% | -$29.3K | 0.09% | 212 |
|
|
2025
Q4 | $3.9M | Buy |
12,764
+173
| +1% | +$53K | 0.09% | 195 |
|
|
2025
Q3 | $3.83M | Buy |
12,591
+137
| +1% | +$41.7K | 0.09% | 201 |
|
|
2025
Q2 | $3.64M | Buy |
12,454
+1,548
| +14% | +$477K | 0.1% | 199 |
|
|
2025
Q1 | $3.41M | Buy |
10,906
+962
| +10% | +$288K | 0.1% | 192 |
|
|
2024
Q4 | $2.88M | Sell |
9,944
-430
| -4% | -$128K | 0.09% | 215 |
|
|
2024
Q3 | $3.16M | Buy |
10,374
+68
| +0.7% | +$18.7K | 0.11% | 183 |
|
|
2024
Q2 | $2.63M | Sell |
10,306
-1,847
| -15% | -$490K | 0.13% | 149 |
|
|
2024
Q1 | $3.43M | Buy |
12,153
+1,730
| +17% | +$503K | 0.14% | 138 |
|
|
2023
Q4 | $3.09M | Sell |
10,423
-476
| -4% | -$130K | 0.2% | 101 |
|
|
2023
Q3 | $2.87M | Buy |
10,899
+670
| +7% | +$191K | 0.21% | 99 |
|
|
2023
Q2 | $3.05M | Sell |
10,229
-8,333
| -45% | -$2.42M | 0.14% | 125 |
|
|
2023
Q1 | $5.19M | Buy |
18,562
+1,809
| +11% | +$485K | 0.26% | 78 |
|
|
2022
Q4 | $4.42M | Sell |
16,753
-457
| -3% | -$121K | 0.24% | 86 |
|
|
2022
Q3 | $3.97M | Buy |
17,210
+3,249
| +23% | +$830K | 0.24% | 84 |
|
|
2022
Q2 | $3.45M | Buy |
13,961
+6,375
| +84% | +$1.57M | 0.19% | 86 |
|
|
2022
Q1 | $1.88M | Buy |
7,586
+1,976
| +35% | +$492K | 0.1% | 174 |
|
|
2021
Q4 | $1.5M | Sell |
5,610
-190
| -3% | -$48K | 0.07% | 225 |
|
|
2021
Q3 | $1.4M | Buy |
5,800
+414
| +8% | +$98.8K | 0.08% | 214 |
|
|
2021
Q2 | $1.24M | Buy |
5,386
+1,072
| +25% | +$249K | 0.08% | 215 |
|
|
2021
Q1 | $967K | Sell |
4,314
-3,232
| -43% | -$691K | 0.07% | 207 |
|
|
2020
Q4 | $1.62M | Buy |
7,546
+6,231
| +474% | +$1.35M | 0.13% | 121 |
|
|
2020
Q3 | $289K | Sell |
1,315
-239
| -15% | -$49.1K | 0.04% | 213 |
|
|
2020
Q2 | $287K | Sell |
1,554
-768
| -33% | -$141K | 0.04% | 197 |
|
|
2020
Q1 | $384K | Buy |
2,322
+14
| +0.6% | +$2.76K | 0.07% | 125 |
|
|
2019
Q4 | $456K | Buy |
2,308
+231
| +11% | +$45.8K | 0.08% | 114 |
|
|
2019
Q3 | $446K | Buy |
2,077
+375
| +22% | +$80.4K | 0.09% | 99 |
|
|
2019
Q2 | $354K | Buy |
1,702
+157
| +10% | +$31.1K | 0.07% | 111 |
|
|
2019
Q1 | $293K | Buy |
1,545
+234
| +18% | +$42.5K | 0.08% | 101 |
|
|
2018
Q4 | $233K | Buy |
+1,311
| New | +$233K | 0.08% | 96 |
|
Other funds holding MCD
CreativeOne Wealth's MCD Position: Q2 2026 in Review
CreativeOne Wealth reduced its McDonald's (MCD) stake by 24% in Q2 2026, selling an estimated $857K and leaving 9,685 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #310.
CreativeOne Wealth first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.19M in Q1 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- CreativeOne Wealth held 9,685 shares of McDonald's worth $2.62M as of Q2 2026.
- CreativeOne Wealth sold 2,987 McDonald's shares in Q2 2026, an estimated $857K.
- McDonald's made up 0.06% of CreativeOne Wealth's portfolio in Q2 2026, its #310 holding.
- CreativeOne Wealth first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- CreativeOne Wealth's McDonald's position peaked at $5.19M in Q1 2023.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.