Hibernia Wealth Partners’s McDonald's MCD Stock Holding History

Hibernia Wealth Partners’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	$215K	Sell	794 -1,381	-63%	-$396K	0.12%	76
2026 Q1	$676K	Buy	2,175 +4	+0.2%	+$1.27K	0.2%	46
2025 Q4	$663K	Buy	2,171 +1,363	+169%	+$417K	0.2%	41
2025 Q3	$246K	Sell	808 -1,386	-63%	-$422K	0.16%	45
2025 Q2	$641K	Buy	2,194 +1,428	+186%	+$440K	0.21%	40
2025 Q1	$239K	Buy	+766	New	+$229K	0.17%	41
2024 Q4	–	Sell	-1,598	Closed	-$486K	–	93
2024 Q3	$486K	Buy	1,598 +12	+0.8%	+$3.31K	0.15%	65
2024 Q2	$404K	Buy	+1,586	New	+$421K	0.14%	47
2023 Q4	–	Sell	-432	Closed	-$114K	–	226
2023 Q3	$114K	Buy	+432	New	+$123K	0.09%	71

Other funds holding MCD

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 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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 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

Hibernia Wealth Partners's MCD Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its McDonald's (MCD) stake by 63% in Q2 2026, selling an estimated $396K and leaving 794 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #76.

Hibernia Wealth Partners first reported a position in MCD in Q3 2023 and has held it in 9 quarters since. The position peaked at $676K in Q1 2026. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Hibernia Wealth Partners held 794 shares of McDonald's worth $215K as of Q2 2026.
Hibernia Wealth Partners sold 1,381 McDonald's shares in Q2 2026, an estimated $396K.
McDonald's made up 0.12% of Hibernia Wealth Partners's portfolio in Q2 2026, its #76 holding.
Hibernia Wealth Partners first reported a position in McDonald's in Q3 2023 and has held it in 9 quarters since.
Hibernia Wealth Partners's McDonald's position peaked at $676K in Q1 2026.
1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.