HWM
MCD icon

Howard Wealth Management’s McDonald's MCD Stock Holding History

Howard 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 		$303K Buy
1,120
+1
+0.1% +$287 0.11% 112
2026
Q1 		$348K Buy
1,119
+2
+0.2% +$637 0.15% 99
2025
Q4 		$342K Sell
1,117
-9
-0.8% -$2.76K 0.15% 98
2025
Q3 		$342K Sell
1,126
-68
-6% -$20.7K 0.16% 95
2025
Q2 		$349K Sell
1,194
-16
-1% -$4.93K 0.18% 86
2025
Q1 		$378K Buy
1,210
+1
+0.1% +$299 0.21% 84
2024
Q4 		$350K Buy
1,209
+4
+0.3% +$1.19K 0.19% 85
2024
Q3 		$367K Buy
1,205
+1
+0.1% +$276 0.21% 85
2024
Q2 		$307K Sell
1,204
-39
-3% -$10.3K 0.24% 75
2024
Q1 		$350K Sell
1,243
-10
-0.8% -$2.91K 0.29% 68
2023
Q4 		$372K Buy
+1,253
New +$341K 0.31% 63
2023
Q3 		– Sell
-758
Closed -$226K – 98
2023
Q2 		$226K Hold
758
– – 0.2% 92
2023
Q1 		$212K Buy
+758
New +$203K 0.18% 102
2021
Q3 		– Sell
-946
Closed -$218K – 128
2021
Q2 		$218K Buy
946
+1
+0.1% +$233 0.12% 121
2021
Q1 		$212K Buy
945
+1
+0.1% +$214 0.12% 121
2020
Q4 		$202K Sell
944
-688
-42% -$150K 0.13% 120
2020
Q3 		$358K Sell
1,632
-195
-11% -$40K 0.26% 86
2020
Q2 		$337K Sell
1,827
-24
-1% -$4.4K 0.28% 81
2020
Q1 		$306K Buy
1,851
+200
+12% +$39.4K 0.32% 78
2019
Q4 		$326K Buy
+1,651
New +$327K 0.27% 80

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
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

Howard Wealth Management's MCD Position: Q2 2026 in Review

Howard Wealth Management increased its McDonald's (MCD) stake by 0.09% in Q2 2026, buying an estimated $287 and bringing the position to 1,120 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #112.

Howard Wealth Management first reported a position in MCD in Q4 2019 and has held it in 20 quarters since. The position peaked at $378K in Q1 2025. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Howard Wealth Management held 1,120 shares of McDonald's worth $303K as of Q2 2026.
  • Howard Wealth Management bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.11% of Howard Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Howard Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 20 quarters since.
  • Howard Wealth Management's McDonald's position peaked at $378K in Q1 2025.
  • 1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.