HIW
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Holos Integrated Wealth’s McDonald's MCD Stock Holding History

Holos Integrated Wealth’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 		$237K Sell
840
-30
-3% -$8.6K 0.11% 75
2026
Q1 		$265K Hold
870
– – 0.13% 68
2025
Q4 		$264K Hold
870
– – 0.15% 56
2025
Q3 		$258K Hold
870
– – 0.15% 54
2025
Q2 		$266K Hold
870
– – 0.16% 52
2025
Q1 		$272K Hold
870
– – 0.18% 51
2024
Q4 		$252K Buy
+870
New +$259K 0.17% 47

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Holos Integrated Wealth's MCD Position: Q2 2026 in Review

Holos Integrated Wealth reduced its McDonald's (MCD) stake by 3.4% in Q2 2026, selling an estimated $8.6K and leaving 840 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #75.

Holos Integrated Wealth first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Holos Integrated Wealth held 840 shares of McDonald's worth $237K as of Q2 2026.
  • Holos Integrated Wealth sold 30 McDonald's shares in Q2 2026, an estimated $8.6K.
  • McDonald's made up 0.11% of Holos Integrated Wealth's portfolio in Q2 2026, its #75 holding.
  • Holos Integrated Wealth first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's McDonald's position peaked at $272K in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.