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

Curated 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 		$375K Buy
+55,763
New +$16M 0.05% 354
2024
Q1 		– Sell
-707
Closed -$210K – 222
2023
Q4 		$210K Buy
+707
New +$192K 0.03% 135
2023
Q3 		– Sell
-784
Closed -$234K – 141
2023
Q2 		$234K Buy
+784
New +$228K 0.05% 116

Other funds holding MCD

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

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

Curated Wealth Partners opened a new position in McDonald's (MCD) in Q2 2026: 55,763 shares worth $375K. The stake represents 0.05% of the portfolio and ranks #354 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in MCD as recently as Q4 2023.

Curated Wealth Partners first reported a position in MCD in Q2 2023 and has held it in 3 quarters since. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Curated Wealth Partners held 55,763 shares of McDonald's worth $375K as of Q2 2026.
  • McDonald's was a new Curated Wealth Partners position in Q2 2026.
  • McDonald's made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #354 holding.
  • Curated Wealth Partners first reported a position in McDonald's in Q2 2023 and has held it in 3 quarters since.
  • 1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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