Great Waters Wealth Management’s McDonald's MCD Stock Holding History

Great Waters Wealth Management’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	$603K	Buy	2,232 +4	+0.2%	+$1.15K	0.06%	64
2026 Q1	$693K	Sell	2,228 -123	-5%	-$39.2K	0.07%	51
2025 Q4	$719K	Sell	2,351 -404	-15%	-$124K	0.08%	52
2025 Q3	$837K	Hold	2,755	–	–	0.1%	47
2025 Q2	$805K	Sell	2,755 -12	-0.4%	-$3.7K	0.1%	46
2025 Q1	$864K	Buy	+2,767	New	+$828K	0.12%	45

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Great Waters Wealth Management's MCD Position: Q2 2026 in Review

Great Waters Wealth Management increased its McDonald's (MCD) stake by 0.18% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,232 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #64.

Great Waters Wealth Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $864K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Great Waters Wealth Management held 2,232 shares of McDonald's worth $603K as of Q2 2026.
Great Waters Wealth Management bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.06% of Great Waters Wealth Management's portfolio in Q2 2026, its #64 holding.
Great Waters Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
Great Waters Wealth Management's McDonald's position peaked at $864K in Q1 2025.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.