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Greenup Street Wealth Management’s McDonald's MCD Stock Holding History

Greenup Street 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 		$593K Sell
2,194
-26
-1% -$7.46K 0.07% 90
2026
Q1 		$690K Buy
2,220
+47
+2% +$15K 0.1% 79
2025
Q4 		$664K Sell
2,173
-995
-31% -$305K 0.1% 77
2025
Q3 		$963K Buy
3,168
+30
+1% +$9.13K 0.15% 77
2025
Q2 		$917K Sell
3,138
-477
-13% -$147K 0.16% 64
2025
Q1 		$1.13M Sell
3,615
-294
-8% -$87.9K 0.22% 61
2024
Q4 		$1.13M Buy
3,909
+13
+0.3% +$3.88K 0.23% 57
2024
Q3 		$1.19M Buy
3,896
+2,684
+221% +$740K 0.24% 55
2024
Q2 		$309K Sell
1,212
-19
-2% -$5.04K 0.07% 71
2024
Q1 		$347K Sell
1,231
-175
-12% -$50.9K 0.09% 69
2023
Q4 		$417K Hold
1,406
– – 0.12% 64
2023
Q3 		$370K Buy
+1,406
New +$401K 0.12% 66
2023
Q2 		– Sell
-2,413
Closed -$675K – 103
2023
Q1 		$675K Buy
2,413
+1,281
+113% +$343K 0.24% 54
2022
Q4 		$298K Buy
1,132
+51
+5% +$13.5K 0.12% 74
2022
Q3 		$249K Buy
+1,081
New +$276K 0.11% 74

Other funds holding MCD

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Greenup Street Wealth Management's MCD Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $7.46K and leaving 2,194 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #90.

Greenup Street Wealth Management first reported a position in MCD in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2024. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Greenup Street Wealth Management held 2,194 shares of McDonald's worth $593K as of Q2 2026.
  • Greenup Street Wealth Management sold 26 McDonald's shares in Q2 2026, an estimated $7.46K.
  • McDonald's made up 0.07% of Greenup Street Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Greenup Street Wealth Management first reported a position in McDonald's in Q3 2022 and has held it in 15 quarters since.
  • Greenup Street Wealth Management's McDonald's position peaked at $1.19M in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.