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Financial Synergies Wealth Advisors’s McDonald's MCD Stock Holding History

Financial Synergies 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 		$794K Sell
2,936
-161
-5% -$46.2K 0.07% 70
2026
Q1 		$962K Buy
3,097
+77
+3% +$24.5K 0.09% 63
2025
Q4 		$923K Buy
3,020
+22
+0.7% +$6.74K 0.09% 56
2025
Q3 		$911K Buy
2,998
+18
+0.6% +$5.48K 0.09% 54
2025
Q2 		$871K Buy
2,980
+92
+3% +$28.4K 0.09% 54
2025
Q1 		$902K Buy
2,888
+3
+0.1% +$897 0.11% 46
2024
Q4 		$836K Buy
2,885
+1
+0% +$298 0.1% 42
2024
Q3 		$878K Sell
2,884
-113
-4% -$31.1K 0.11% 43
2024
Q2 		$764K Sell
2,997
-2
-0.1% -$531 0.1% 45
2024
Q1 		$846K Buy
2,999
+289
+11% +$84K 0.11% 44
2023
Q4 		$714K Sell
2,710
-288
-10% -$78.4K 0.11% 47
2023
Q3 		$790K Buy
2,998
+175
+6% +$49.9K 0.11% 45
2023
Q2 		$842K Sell
2,823
-15
-0.5% -$4.36K 0.12% 42
2023
Q1 		$794K Buy
2,838
+128
+5% +$34.3K 0.12% 42
2022
Q4 		$714K Buy
2,710
+161
+6% +$42.5K 0.11% 47
2022
Q3 		$588K Hold
2,549
– – 0.1% 47
2022
Q2 		$629K Buy
+2,549
New +$628K 0.1% 46

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Financial Synergies Wealth Advisors's MCD Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its McDonald's (MCD) stake by 5.2% in Q2 2026, selling an estimated $46.2K and leaving 2,936 shares worth $794K. The position accounts for 0.07% of the portfolio, ranked #70.

Financial Synergies Wealth Advisors first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $962K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Financial Synergies Wealth Advisors held 2,936 shares of McDonald's worth $794K as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 161 McDonald's shares in Q2 2026, an estimated $46.2K.
  • McDonald's made up 0.07% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Financial Synergies Wealth Advisors first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Financial Synergies Wealth Advisors's McDonald's position peaked at $962K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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