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Gladwyn Financial Advisors’s McDonald's MCD Stock Holding History

Gladwyn Financial 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 		$68.8K Buy
255
+2
+0.8% +$573 0.04% 56
2026
Q1 		$78.6K Buy
253
+2
+0.8% +$637 0.05% 54
2025
Q4 		$76.9K Buy
+251
New +$76.9K 0.05% 54

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

Gladwyn Financial Advisors's MCD Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its McDonald's (MCD) stake by 0.79% in Q2 2026, buying an estimated $573 and bringing the position to 255 shares worth $68.8K. The position accounts for 0.04% of the portfolio, ranked #56.

Gladwyn Financial Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.6K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Gladwyn Financial Advisors held 255 shares of McDonald's worth $68.8K as of Q2 2026.
  • Gladwyn Financial Advisors bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.04% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Gladwyn Financial Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Gladwyn Financial Advisors's McDonald's position peaked at $78.6K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.