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

Gratus 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 		$377K Sell
1,396
-17
-1% -$4.88K 0.05% 104
2026
Q1 		$439K Buy
1,413
+191
+16% +$60.8K 0.06% 99
2025
Q4 		$373K Hold
1,222
– – 0.05% 103
2025
Q3 		$371K Hold
1,222
– – 0.05% 108
2025
Q2 		$357K Sell
1,222
-8
-0.7% -$2.47K 0.05% 107
2025
Q1 		$384K Sell
1,230
-604
-33% -$181K 0.06% 102
2024
Q4 		$532K Buy
1,834
+100
+6% +$29.8K 0.09% 88
2024
Q3 		$522K Sell
1,734
-169
-9% -$46.6K 0.09% 90
2024
Q2 		$490K Sell
1,903
-25
-1% -$6.63K 0.08% 92
2024
Q1 		$522K Hold
1,928
– – 0.1% 87
2023
Q4 		$572K Buy
+1,928
New +$525K 0.11% 77

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Gratus Wealth Advisors reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $4.88K and leaving 1,396 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #104.

Gratus Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $572K in Q4 2023. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Gratus Wealth Advisors held 1,396 shares of McDonald's worth $377K as of Q2 2026.
  • Gratus Wealth Advisors sold 17 McDonald's shares in Q2 2026, an estimated $4.88K.
  • McDonald's made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Gratus Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's McDonald's position peaked at $572K in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.