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HHM Wealth Advisors’s McDonald's MCD Stock Holding History

HHM Wealth Advisors’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 		$189K Buy
698
+45
+7% +$12.9K 0.02% 220
2026
Q1 		$203K Buy
653
+108
+20% +$34.4K 0.02% 190
2025
Q4 		$167K Sell
545
-255
-32% -$78.1K 0.02% 214
2025
Q3 		$243K Sell
800
-20
-2% -$6.09K 0.03% 179
2025
Q2 		$240K Sell
820
-10
-1% -$3.08K 0.03% 177
2025
Q1 		$259K Buy
830
+5
+0.6% +$1.5K 0.03% 157
2024
Q4 		$239K Buy
825
+98
+13% +$29.2K 0.03% 171
2024
Q3 		$221K Buy
727
+8
+1% +$2.21K 0.03% 157
2024
Q2 		$183K Buy
719
+118
+20% +$31.3K 0.03% 183
2024
Q1 		$169K Buy
601
+36
+6% +$10.5K 0.03% 164
2023
Q4 		$168K Hold
565
– – 0.03% 159
2023
Q3 		$149K Hold
565
– – 0.03% 157
2023
Q2 		$169K Hold
565
– – 0.03% 149
2023
Q1 		$158K Sell
565
-69
-11% -$18.5K 0.03% 151
2022
Q4 		$167K Hold
634
– – 0.04% 132
2022
Q3 		$146K Hold
634
– – 0.04% 130
2022
Q2 		$157K Buy
634
+69
+12% +$17K 0.04% 147
2022
Q1 		$140K Hold
565
– – 0.03% 178
2021
Q4 		$151K Hold
565
– – 0.04% 170
2021
Q3 		$136K Sell
565
-35
-6% -$8.35K 0.04% 175
2021
Q2 		$139K Sell
600
-51
-8% -$11.9K 0.04% 172
2021
Q1 		$146K Buy
651
+100
+18% +$21.4K 0.05% 150
2020
Q4 		$118K Hold
551
– – 0.04% 152
2020
Q3 		$121K Hold
551
– – 0.05% 129
2020
Q2 		$102K Hold
551
– – 0.04% 137
2020
Q1 		$91K Buy
+551
New +$109K 0.04% 128

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HHM Wealth Advisors's MCD Position: Q2 2026 in Review

HHM Wealth Advisors increased its McDonald's (MCD) stake by 6.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 698 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #220.

HHM Wealth Advisors first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $259K in Q1 2025. 1,176 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • HHM Wealth Advisors held 698 shares of McDonald's worth $189K as of Q2 2026.
  • HHM Wealth Advisors bought 45 McDonald's shares in Q2 2026, an estimated $12.9K.
  • McDonald's made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • HHM Wealth Advisors first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's McDonald's position peaked at $259K in Q1 2025.
  • 1,176 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.