Encompass More Asset Management’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
$596K Buy
2,206
+106
+5% +$30.4K 0.09% 149
2026
Q1
$653K Sell
2,100
-20
-0.9% -$6.37K 0.11% 119
2025
Q4
$648K Buy
2,120
+32
+2% +$9.8K 0.12% 122
2025
Q3
$635K Buy
2,088
+5
+0.2% +$1.52K 0.12% 118
2025
Q2
$608K Sell
2,083
-462
-18% -$142K 0.14% 120
2025
Q1
$795K Sell
2,545
-166
-6% -$49.7K 0.24% 85
2024
Q4
$786K Buy
2,711
+169
+7% +$50.4K 0.26% 75
2024
Q3
$774K Buy
2,542
+1,048
+70% +$289K 0.29% 67
2024
Q2
$381K Sell
1,494
-60
-4% -$15.9K 0.27% 57
2024
Q1
$438K Buy
1,554
+723
+87% +$210K 0.36% 55
2023
Q4
$246K Buy
+831
New +$226K 0.28% 73

Other funds holding MCD

Encompass More Asset Management's MCD Position: Q2 2026 in Review

Encompass More Asset Management increased its McDonald's (MCD) stake by 5% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,206 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #149.

Encompass More Asset Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $795K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Encompass More Asset Management held 2,206 shares of McDonald's worth $596K as of Q2 2026.
  • Encompass More Asset Management bought 106 McDonald's shares in Q2 2026, an estimated $30.4K.
  • McDonald's made up 0.09% of Encompass More Asset Management's portfolio in Q2 2026, its #149 holding.
  • Encompass More Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Encompass More Asset Management's McDonald's position peaked at $795K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.