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Cypress Wealth Services’s McDonald's MCD Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-4,630
Closed -$1.02M – 420
2020
Q3 		$1.02M Buy
+4,630
New +$951K 0.26% 81

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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.