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

Flagship 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	$269K	Buy	996 +4	+0.4%	+$1.15K	0.1%	99
2026 Q1	$308K	Buy	992 +4	+0.4%	+$1.27K	0.13%	91
2025 Q4	$302K	Buy	988 +73	+8%	+$22.4K	0.12%	96
2025 Q3	$278K	Buy	915 +3	+0.3%	+$913	0.11%	93
2025 Q2	$267K	Buy	912 +3	+0.3%	+$925	0.11%	88
2025 Q1	$284K	Hold	909	–	–	0.14%	77
2024 Q4	$264K	Hold	909	–	–	0.13%	89
2024 Q3	$277K	Hold	909	–	–	0.14%	81
2024 Q2	$232K	Buy	+909	New	+$241K	0.14%	80
2021 Q3	–	Sell	-269	Closed	-$63.3K	–	201
2021 Q2	$63.3K	Sell	269 -25	-9%	-$5.82K	0.05%	126
2021 Q1	$67.4K	Sell	294 -1	-0.3%	-$214	0.06%	109
2020 Q4	$61K	Buy	+295	New	+$64.1K	0.06%	106

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

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

Flagship Private Wealth increased its McDonald's (MCD) stake by 0.4% in Q2 2026, buying an estimated $1.15K and bringing the position to 996 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #99.

Flagship Private Wealth first reported a position in MCD in Q4 2020 and has held it in 12 quarters since. The position peaked at $308K in Q1 2026. 1,882 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Flagship Private Wealth held 996 shares of McDonald's worth $269K as of Q2 2026.
Flagship Private Wealth bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.1% of Flagship Private Wealth's portfolio in Q2 2026, its #99 holding.
Flagship Private Wealth first reported a position in McDonald's in Q4 2020 and has held it in 12 quarters since.
Flagship Private Wealth's McDonald's position peaked at $308K in Q1 2026.
1,882 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.