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FORM Wealth Advisors’s McDonald's MCD Stock Holding History

FORM 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 		$771K Sell
2,852
-1,117
-28% -$320K 0.08% 26
2026
Q1 		$1.23M Hold
3,969
– – 0.14% 27
2025
Q4 		$1.21M Buy
+3,969
New +$1.22M 0.14% 26
2025
Q2 		$1.16M Sell
3,969
-200
-5% -$61.7K 0.14% 26
2025
Q1 		$1.3M Buy
+4,169
New +$1.25M 0.18% 22

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

FORM Wealth Advisors's MCD Position: Q2 2026 in Review

FORM Wealth Advisors reduced its McDonald's (MCD) stake by 28% in Q2 2026, selling an estimated $320K and leaving 2,852 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #26.

FORM Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2025. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • FORM Wealth Advisors held 2,852 shares of McDonald's worth $771K as of Q2 2026.
  • FORM Wealth Advisors sold 1,117 McDonald's shares in Q2 2026, an estimated $320K.
  • McDonald's made up 0.08% of FORM Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • FORM Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's McDonald's position peaked at $1.3M in Q1 2025.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.