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Essential Investment Partners’s McDonald's MCD Stock Holding History

Essential Investment Partners’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 		$10K Hold
37
– – 0.01% 212
2026
Q1 		$11.5K Hold
37
– – 0.01% 200
2025
Q4 		$11.3K Buy
+37
New +$11.3K 0.01% 190

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
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

Essential Investment Partners's MCD Position: Q2 2026 in Review

Essential Investment Partners held its McDonald's (MCD) position steady in Q2 2026 at 37 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #212.

Essential Investment Partners first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q1 2026. 983 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Essential Investment Partners held 37 shares of McDonald's worth $10K as of Q2 2026.
  • Essential Investment Partners left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #212 holding.
  • Essential Investment Partners first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's McDonald's position peaked at $11.5K in Q1 2026.
  • 983 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.