FWA
MCD icon

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

FSM 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 		$746K Buy
2,761
+828
+43% +$237K 0.08% 138
2026
Q1 		$601K Sell
1,933
-63
-3% -$20.1K 0.08% 145
2025
Q4 		$610K Buy
1,996
+74
+4% +$22.7K 0.08% 140
2025
Q3 		$584K Buy
1,922
+330
+21% +$100K 0.08% 153
2025
Q2 		$467K Buy
1,592
+390
+32% +$120K 0.08% 166
2025
Q1 		$375K Buy
1,202
+123
+11% +$36.8K 0.08% 137
2024
Q4 		$302K Buy
1,079
+93
+9% +$27.7K 0.07% 137
2024
Q3 		$300K Sell
986
-9
-0.9% -$2.48K 0.08% 130
2024
Q2 		$253K Buy
995
+20
+2% +$5.31K 0.09% 127
2024
Q1 		$275K Sell
975
-87
-8% -$25.3K 0.1% 130
2023
Q4 		$315K Buy
1,062
+6
+0.6% +$1.63K 0.13% 112
2023
Q3 		$278K Sell
1,056
-384
-27% -$110K 0.14% 116
2023
Q2 		$424K Buy
1,440
+64
+5% +$18.6K 0.21% 92
2023
Q1 		$385K Buy
1,376
+105
+8% +$28.1K 0.22% 94
2022
Q4 		$335K Sell
1,271
-335
-21% -$88.4K 0.24% 95
2022
Q3 		$371K Buy
1,606
+298
+23% +$76.2K 0.31% 84
2022
Q2 		$336K Buy
+1,308
New +$322K 0.33% 75

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

FSM Wealth Advisors increased its McDonald's (MCD) stake by 43% in Q2 2026, buying an estimated $237K and bringing the position to 2,761 shares worth $746K. The position accounts for 0.08% of the portfolio, ranked #138.

FSM Wealth Advisors first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • FSM Wealth Advisors held 2,761 shares of McDonald's worth $746K as of Q2 2026.
  • FSM Wealth Advisors bought 828 McDonald's shares in Q2 2026, an estimated $237K.
  • McDonald's made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • FSM Wealth Advisors first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.