Gray Private 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
$593K Sell
2,194
-3
-0.1% -$860 0.26% 25
2026
Q1
$683K Sell
2,197
-2
-0.1% -$637 0.34% 20
2025
Q4
$672K Sell
2,199
-73
-3% -$22.4K 0.33% 20
2025
Q3
$690K Sell
2,272
-12
-0.5% -$3.65K 0.35% 20
2025
Q2
$667K Buy
2,284
+100
+5% +$30.8K 0.36% 19
2025
Q1
$682K Sell
2,184
-9
-0.4% -$2.69K 0.41% 19
2024
Q4
$636K Sell
2,193
-32
-1% -$9.54K 0.38% 22
2024
Q3
$678K Sell
2,225
-138
-6% -$38K 0.4% 19
2024
Q2
$602K Sell
2,363
-235
-9% -$62.3K 0.39% 20
2024
Q1
$733K Buy
+2,598
New +$756K 0.48% 18

Other funds holding MCD

Gray Private Wealth's MCD Position: Q2 2026 in Review

Gray Private Wealth reduced its McDonald's (MCD) stake by 0.14% in Q2 2026, selling an estimated $860 and leaving 2,194 shares worth $593K. The position accounts for 0.26% of the portfolio, ranked #25.

Gray Private Wealth first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $733K in Q1 2024. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Gray Private Wealth held 2,194 shares of McDonald's worth $593K as of Q2 2026.
  • Gray Private Wealth sold 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 0.26% of Gray Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Gray Private Wealth first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • Gray Private Wealth's McDonald's position peaked at $733K in Q1 2024.
  • 3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.