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Graves Light Lenhart Wealth’s McDonald's MCD Stock Holding History

Graves Light Lenhart 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 		$761K Sell
2,814
-46
-2% -$13.2K 0.07% 104
2026
Q1 		$889K Hold
2,860
– – 0.09% 89
2025
Q4 		$874K Sell
2,860
-101
-3% -$30.9K 0.09% 90
2025
Q3 		$900K Buy
2,961
+198
+7% +$60.3K 0.1% 90
2025
Q2 		$807K Sell
2,763
-17
-0.6% -$5.24K 0.1% 90
2025
Q1 		$868K Buy
2,780
+72
+3% +$21.5K 0.11% 85
2024
Q4 		$785K Sell
2,708
-72
-3% -$21.5K 0.1% 91
2024
Q3 		$847K Sell
2,780
-22
-0.8% -$6.06K 0.1% 89
2024
Q2 		$700K Buy
2,802
+22
+0.8% +$5.84K 0.08% 94
2024
Q1 		$784K Hold
2,780
– – 0.09% 90
2023
Q4 		$824K Hold
2,780
– – 0.1% 88
2023
Q3 		$690K Hold
2,780
– – 0.09% 90
2023
Q2 		$830K Hold
2,780
– – 0.11% 89
2023
Q1 		$777K Sell
2,780
-28
-1% -$7.5K 0.12% 87
2022
Q4 		$740K Sell
2,808
-261
-9% -$68.9K 0.11% 93
2022
Q3 		$708K Sell
3,069
-11
-0.4% -$2.81K 0.12% 92
2022
Q2 		$760K Sell
3,080
-210
-6% -$51.7K 0.12% 91
2022
Q1 		$814K Sell
3,290
-28
-0.8% -$6.97K 0.11% 91
2021
Q4 		$889K Buy
3,318
+180
+6% +$45.4K 0.13% 86
2021
Q3 		$757K Buy
3,138
+1
+0% +$239 0.12% 84
2021
Q2 		$725K Sell
3,137
-64
-2% -$14.9K 0.12% 82
2021
Q1 		$717K Buy
3,201
+8
+0.3% +$1.71K 0.12% 81
2020
Q4 		$685K Sell
3,193
-193
-6% -$42K 0.13% 80
2020
Q3 		$743K Sell
3,386
-13
-0.4% -$2.67K 0.16% 72
2020
Q2 		$627K Buy
3,399
+2
+0.1% +$367 0.15% 78
2020
Q1 		$562K Buy
3,397
+28
+0.8% +$5.52K 0.15% 79
2019
Q4 		$666K Buy
3,369
+6
+0.2% +$1.19K 0.14% 85
2019
Q3 		$661K Buy
3,363
+196
+6% +$42K 0.15% 90
2019
Q2 		$658K Buy
3,167
+49
+2% +$9.71K 0.16% 79
2019
Q1 		$592K Sell
3,118
-28
-0.9% -$5.08K 0.15% 80
2018
Q4 		$559K Buy
+3,146
New +$558K 0.16% 80

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Graves Light Lenhart Wealth's MCD Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $13.2K and leaving 2,814 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #104.

Graves Light Lenhart Wealth first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $900K in Q3 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Graves Light Lenhart Wealth held 2,814 shares of McDonald's worth $761K as of Q2 2026.
  • Graves Light Lenhart Wealth sold 46 McDonald's shares in Q2 2026, an estimated $13.2K.
  • McDonald's made up 0.07% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #104 holding.
  • Graves Light Lenhart Wealth first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's McDonald's position peaked at $900K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.