Envestnet Portfolio Solutions’s McDonald's MCD Stock Holding History

Envestnet Portfolio Solutions’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	$6.45M	Buy	23,867 +6,980	+41%	+$2M	0.03%	283
2026 Q1	$5.25M	Sell	16,887 -2,879	-15%	-$917K	0.03%	281
2025 Q4	$6.04M	Buy	19,766 +3,319	+20%	+$1.02M	0.02%	329
2025 Q3	$5M	Sell	16,447 -411	-2%	-$125K	0.02%	352
2025 Q2	$4.93M	Sell	16,858 -13,336	-44%	-$4.11M	0.02%	365
2025 Q1	$9.43M	Sell	30,194 -7,987	-21%	-$2.39M	0.04%	239
2024 Q4	$11.1M	Sell	38,181 -440	-1%	-$131K	0.04%	227
2024 Q3	$11.8M	Buy	38,621 +1,935	+5%	+$533K	0.04%	221
2024 Q2	$9.35M	Buy	36,686 +1,807	+5%	+$479K	0.03%	243
2024 Q1	$9.83M	Buy	34,879 +9,334	+37%	+$2.71M	0.04%	233
2023 Q4	$7.57M	Buy	25,545 +2,350	+10%	+$640K	0.03%	244
2023 Q3	$6.11M	Buy	+23,195	New	+$6.62M	0.03%	267

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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 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

Envestnet Portfolio Solutions's MCD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its McDonald's (MCD) stake by 41% in Q2 2026, buying an estimated $2M and bringing the position to 23,867 shares worth $6.45M. The position accounts for 0.03% of the portfolio, ranked #283.

Envestnet Portfolio Solutions first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q3 2024. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Envestnet Portfolio Solutions held 23,867 shares of McDonald's worth $6.45M as of Q2 2026.
Envestnet Portfolio Solutions bought 6,980 McDonald's shares in Q2 2026, an estimated $2M.
McDonald's made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #283 holding.
Envestnet Portfolio Solutions first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's McDonald's position peaked at $11.8M in Q3 2024.
895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.