Cypress Wealth Services’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 | $523K | Sell |
1,936
-117
| -6% | -$33.5K | 0.06% | 232 |
|
|
2026
Q1 | $638K | Sell |
2,053
-139
| -6% | -$44.3K | 0.09% | 179 |
|
|
2025
Q4 | $670K | Buy |
2,192
+969
| +79% | +$297K | 0.09% | 167 |
|
|
2025
Q3 | $372K | Buy |
1,223
+99
| +9% | +$30.1K | 0.06% | 210 |
|
|
2025
Q2 | $328K | Buy |
1,124
+16
| +1% | +$4.93K | 0.06% | 219 |
|
|
2025
Q1 | $346K | Buy |
1,108
+20
| +2% | +$5.98K | 0.07% | 191 |
|
|
2024
Q4 | $315K | Buy |
1,088
+2
| +0.2% | +$596 | 0.06% | 200 |
|
|
2024
Q3 | $331K | Buy |
1,086
+31
| +3% | +$8.54K | 0.07% | 195 |
|
|
2024
Q2 | $269K | Buy |
1,055
+30
| +3% | +$7.96K | 0.06% | 204 |
|
|
2024
Q1 | $289K | Buy |
1,025
+246
| +32% | +$71.5K | 0.07% | 202 |
|
|
2023
Q4 | $231K | Sell |
779
-289
| -27% | -$78.7K | 0.06% | 218 |
|
|
2023
Q3 | $281K | Sell |
1,068
-50
| -4% | -$14.3K | 0.08% | 190 |
|
|
2023
Q2 | $329K | Sell |
1,118
-11
| -1% | -$3.2K | 0.09% | 175 |
|
|
2023
Q1 | $316K | Buy |
1,129
+1
| +0.1% | +$268 | 0.09% | 178 |
|
|
2022
Q4 | $297K | Buy |
1,128
+27
| +2% | +$7.12K | 0.1% | 181 |
|
|
2022
Q3 | $257K | Sell |
1,101
-182
| -14% | -$46.5K | 0.09% | 183 |
|
|
2022
Q2 | $317K | Sell |
1,283
-1,073
| -46% | -$264K | 0.1% | 166 |
|
|
2022
Q1 | $583K | Buy |
2,356
+22
| +0.9% | +$5.48K | 0.16% | 104 |
|
|
2021
Q4 | $626K | Sell |
2,334
-610
| -21% | -$154K | 0.17% | 93 |
|
|
2021
Q3 | $710K | Sell |
2,944
-1,155
| -28% | -$276K | 0.21% | 83 |
|
|
2021
Q2 | $947K | Sell |
4,099
-1,337
| -25% | -$311K | 0.26% | 73 |
|
|
2021
Q1 | $1.22M | Buy |
5,436
+1,087
| +25% | +$232K | 0.25% | 80 |
|
|
2020
Q4 | $933K | Buy |
+4,349
| New | +$946K | 0.21% | 86 |
|
|
2020
Q3 | – | Sell |
-24,447
| Closed | -$5.02M | – | 405 |
|
|
2020
Q2 | $4.51M | Sell |
24,447
-5,372
| -18% | -$985K | 1.07% | 20 |
|
|
2020
Q1 | $4.93M | Buy |
29,819
+1,277
| +4% | +$252K | 1.45% | 13 |
|
|
2019
Q4 | $5.64M | Sell |
28,542
-123
| -0.4% | -$24.4K | 1.42% | 15 |
|
|
2019
Q3 | $6.16M | Sell |
28,665
-698
| -2% | -$150K | 1.69% | 10 |
|
|
2019
Q2 | $6.1M | Buy |
29,363
+227
| +0.8% | +$45K | 1.76% | 10 |
|
|
2019
Q1 | $5.53M | Buy |
29,136
+689
| +2% | +$125K | 1.75% | 11 |
|
|
2018
Q4 | $5.05M | Sell |
28,447
-187
| -0.7% | -$33.2K | 2% | 7 |
|
|
2018
Q3 | $4.79M | Buy |
28,634
+8
| +0% | +$1.28K | 1.71% | 16 |
|
|
2018
Q2 | $4.49M | Buy |
28,626
+1,286
| +5% | +$209K | 1.7% | 15 |
|
|
2018
Q1 | $4.28M | Sell |
27,340
-193
| -0.7% | -$31.8K | 1.82% | 13 |
|
|
2017
Q4 | $4.74M | Buy |
+27,533
| New | +$4.62M | 1.97% | 10 |
|
Other funds holding MCD
LMFP
DC
SMDAM
JIC
FWIA
Cypress Wealth Services's MCD Position: Q2 2026 in Review
Cypress Wealth Services reduced its McDonald's (MCD) stake by 5.7% in Q2 2026, selling an estimated $33.5K and leaving 1,936 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #232.
Cypress Wealth Services first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.16M in Q3 2019. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Cypress Wealth Services held 1,936 shares of McDonald's worth $523K as of Q2 2026.
- Cypress Wealth Services sold 117 McDonald's shares in Q2 2026, an estimated $33.5K.
- McDonald's made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #232 holding.
- Cypress Wealth Services first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's McDonald's position peaked at $6.16M in Q3 2019.
- 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.