Graves Light Lenhart Wealth’s McDonald's MCD Stock Holding History
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
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. 3,462 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.
- 3,462 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.