EWM
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Edge Wealth Management’s McDonald's MCD Stock Holding History

Edge Wealth Management’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 		$6.57M Buy
24,312
+141
+0.6% +$40.4K 1.11% 24
2026
Q1 		$7.51M Sell
24,171
-32
-0.1% -$10.2K 1.28% 25
2025
Q4 		$7.4M Sell
24,203
-58
-0.2% -$17.8K 1.31% 25
2025
Q3 		$7.37M Buy
24,261
+87
+0.4% +$26.5K 1.31% 27
2025
Q2 		$7.07M Sell
24,174
-522
-2% -$161K 1.36% 27
2025
Q1 		$7.71M Buy
24,696
+25
+0.1% +$7.48K 1.56% 25
2024
Q4 		$7.15M Sell
24,671
-337
-1% -$100K 1.45% 25
2024
Q3 		$7.62M Sell
25,008
-190
-0.8% -$52.4K 1.53% 23
2024
Q2 		$6.42M Sell
25,198
-720
-3% -$191K 1.35% 25
2024
Q1 		$7.31M Buy
25,918
+164
+0.6% +$47.7K 1.54% 23
2023
Q4 		$7.64M Buy
25,754
+58
+0.2% +$15.8K 1.67% 21
2023
Q3 		$6.77M Sell
25,696
-96
-0.4% -$27.4K 1.58% 22
2023
Q2 		$7.7M Buy
25,792
+719
+3% +$209K 1.68% 22
2023
Q1 		$7.01M Sell
25,073
-1,876
-7% -$503K 1.61% 23
2022
Q4 		$7.05M Sell
26,949
-2,185
-7% -$576K 1.64% 22
2022
Q3 		$6.77M Buy
29,134
+581
+2% +$149K 1.5% 26
2022
Q2 		$7.05M Sell
28,553
-1,664
-6% -$410K 1.52% 25
2022
Q1 		$7.47M Buy
30,217
+3,127
+12% +$779K 1.47% 26
2021
Q4 		$7.26M Buy
27,090
+653
+2% +$165K 1.33% 25
2021
Q3 		$6.37M Buy
26,437
+1,114
+4% +$266K 1.24% 26
2021
Q2 		$5.86M Buy
25,323
+413
+2% +$96.1K 1.19% 26
2021
Q1 		$5.58M Buy
24,910
+1,229
+5% +$263K 1.19% 28
2020
Q4 		$5.08M Sell
23,681
-3,749
-14% -$815K 1.15% 29
2020
Q3 		$6.02M Buy
27,430
+1,466
+6% +$301K 1.39% 27
2020
Q2 		$4.79M Buy
25,964
+20,763
+399% +$3.81M 0.91% 33
2020
Q1 		$875K Buy
5,201
+1,844
+55% +$363K 0.19% 68
2019
Q4 		$663K Buy
3,357
+206
+7% +$40.9K 0.13% 85
2019
Q3 		$676K Hold
3,151
– – 0.16% 81
2019
Q2 		$654K Sell
3,151
-10
-0.3% -$1.98K 0.15% 85
2019
Q1 		$600K Hold
3,161
– – 0.15% 87
2018
Q4 		$561K Hold
3,161
– – 0.16% 82
2018
Q3 		$529K Hold
3,161
– – 0.13% 87
2018
Q2 		$495K Buy
3,161
+3,126
+8,931% +$507K 0.13% 99
2018
Q1 		$5K Hold
35
– – ﹤0.01% 454
2017
Q4 		$6K Hold
35
– – ﹤0.01% 430
2017
Q3 		$5K Hold
35
– – ﹤0.01% 439
2017
Q2 		$5K Hold
35
– – ﹤0.01% 434
2017
Q1 		$5K Hold
35
– – ﹤0.01% 414
2016
Q4 		$4K Hold
35
– – ﹤0.01% 401
2016
Q3 		$4K Sell
35
-5
-13% -$592 ﹤0.01% 402
2016
Q2 		$5K Hold
40
– – ﹤0.01% 368
2016
Q1 		$5K Hold
40
– – ﹤0.01% 342
2015
Q4 		$5K Sell
40
-100
-71% -$11.2K ﹤0.01% 347
2015
Q3 		$14K Hold
140
– – 0.01% 262
2015
Q2 		$13K Hold
140
– – ﹤0.01% 285
2015
Q1 		$14K Buy
140
+5
+4% +$474 ﹤0.01% 282
2014
Q4 		$13K Buy
135
+1
+0.7% +$94 ﹤0.01% 291
2014
Q3 		$13K Hold
134
– – 0.01% 289
2014
Q2 		$13K Hold
134
– – 0.01% 271
2014
Q1 		$13K Sell
134
-4,475
-97% -$428K 0.01% 270
2013
Q4 		$447K Buy
4,609
+4,600
+51,111% +$442K 0.21% 56
2013
Q3 		$1K Hold
9
– – ﹤0.01% 319
2013
Q2 		$1K Buy
+9
New +$901 ﹤0.01% 307

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Edge Wealth Management's MCD Position: Q2 2026 in Review

Edge Wealth Management increased its McDonald's (MCD) stake by 0.58% in Q2 2026, buying an estimated $40.4K and bringing the position to 24,312 shares worth $6.57M. The position accounts for 1.11% of the portfolio, ranked #24.

Edge Wealth Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.71M in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Edge Wealth Management held 24,312 shares of McDonald's worth $6.57M as of Q2 2026.
  • Edge Wealth Management bought 141 McDonald's shares in Q2 2026, an estimated $40.4K.
  • McDonald's made up 1.11% of Edge Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Edge Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's McDonald's position peaked at $7.71M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.