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Fairvoy Private Wealth’s McDonald's MCD Stock Holding History

Fairvoy Private Wealth’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 		$2.86M Sell
10,587
-629
-6% -$180K 0.58% 45
2026
Q1 		$3.49M Sell
11,216
-266
-2% -$84.7K 0.83% 34
2025
Q4 		$3.51M Buy
11,482
+125
+1% +$38.3K 0.79% 36
2025
Q3 		$3.45M Buy
11,357
+438
+4% +$133K 0.79% 35
2025
Q2 		$3.19M Buy
10,919
+189
+2% +$58.3K 0.79% 35
2025
Q1 		$3.35M Buy
10,730
+221
+2% +$66.1K 0.92% 34
2024
Q4 		$3.05M Buy
+10,509
New +$3.13M 0.81% 37

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

Fairvoy Private Wealth's MCD Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its McDonald's (MCD) stake by 5.6% in Q2 2026, selling an estimated $180K and leaving 10,587 shares worth $2.86M. The position accounts for 0.58% of the portfolio, ranked #45.

Fairvoy Private Wealth first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q4 2025. 751 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fairvoy Private Wealth held 10,587 shares of McDonald's worth $2.86M as of Q2 2026.
  • Fairvoy Private Wealth sold 629 McDonald's shares in Q2 2026, an estimated $180K.
  • McDonald's made up 0.58% of Fairvoy Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Fairvoy Private Wealth first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's McDonald's position peaked at $3.51M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.