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

Flywheel 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 		$220K Hold
813
– – 0.11% 106
2026
Q1 		$253K Hold
813
– – 0.14% 87
2025
Q4 		$248K Hold
813
– – 0.16% 75
2025
Q3 		$247K Hold
813
– – 0.19% 70
2025
Q2 		$238K Buy
+813
New +$251K 0.19% 72
2025
Q1 		– Sell
-888
Closed -$257K – 85
2024
Q4 		$257K Buy
+888
New +$265K 0.24% 71

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Flywheel Private Wealth held its McDonald's (MCD) position steady in Q2 2026 at 813 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #106.

Flywheel Private Wealth first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Flywheel Private Wealth held 813 shares of McDonald's worth $220K as of Q2 2026.
  • Flywheel Private Wealth left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.11% of Flywheel Private Wealth's portfolio in Q2 2026, its #106 holding.
  • Flywheel Private Wealth first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Flywheel Private Wealth's McDonald's position peaked at $257K in Q4 2024.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.