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Crown Wealth Group’s McDonald's MCD Stock Holding History

Crown Wealth Group’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 		– Sell
-678
Closed -$211K – 153
2026
Q1 		$211K Buy
+678
New +$216K 0.06% 138
2025
Q4 		– Sell
-661
Closed -$201K – 146
2025
Q3 		$201K Buy
+661
New +$201K 0.06% 123

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

Crown Wealth Group's MCD Position: Q2 2026 in Review

Crown Wealth Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 678 shares — an estimated $211K sold.

Crown Wealth Group first reported a position in MCD in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Crown Wealth Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Crown Wealth Group sold 678 McDonald's shares in Q2 2026, an estimated $211K.
  • Crown Wealth Group first reported a position in McDonald's in Q3 2025 and held it in 2 quarters.
  • Crown Wealth Group's McDonald's position peaked at $211K in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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