Fifth Third Wealth Advisors’s McDonald's MCD Stock Holding History

Fifth Third Wealth Advisors’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	$7.85M	Sell	29,054 -2,870	-9%	-$823K	0.22%	79
2026 Q1	$9.92M	Buy	31,924 +4,860	+18%	+$1.55M	0.34%	53
2025 Q4	$8.27M	Sell	27,064 -227	-0.8%	-$69.5K	0.29%	54
2025 Q3	$8.29M	Buy	27,291 +242	+0.9%	+$73.7K	0.31%	52
2025 Q2	$7.9M	Buy	27,049 +1,732	+7%	+$534K	0.33%	50
2025 Q1	$7.91M	Buy	25,317 +1,548	+7%	+$463K	0.41%	38
2024 Q4	$6.89M	Buy	23,769 +2,544	+12%	+$759K	0.37%	40
2024 Q3	$6.46M	Buy	21,225 +3,279	+18%	+$904K	0.4%	42
2024 Q2	$4.57M	Buy	17,946 +8,246	+85%	+$2.19M	0.35%	48
2024 Q1	$2.74M	Buy	9,700 +1,793	+23%	+$521K	0.43%	45
2023 Q4	$2.34M	Buy	7,907 +507	+7%	+$138K	0.76%	29
2023 Q3	$1.95M	Buy	7,400 +1,618	+28%	+$461K	0.79%	29
2023 Q2	$1.73M	Buy	5,782 +3,043	+111%	+$884K	1.11%	21
2023 Q1	$766K	Buy	+2,739	New	+$734K	1.42%	23

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Fifth Third Wealth Advisors's MCD Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its McDonald's (MCD) stake by 9% in Q2 2026, selling an estimated $823K and leaving 29,054 shares worth $7.85M. The position accounts for 0.22% of the portfolio, ranked #79.

Fifth Third Wealth Advisors first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.92M in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fifth Third Wealth Advisors held 29,054 shares of McDonald's worth $7.85M as of Q2 2026.
Fifth Third Wealth Advisors sold 2,870 McDonald's shares in Q2 2026, an estimated $823K.
McDonald's made up 0.22% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Fifth Third Wealth Advisors first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's McDonald's position peaked at $9.92M in Q1 2026.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.