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

Iams 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
2023
Q3 		– Sell
-10,208
Closed -$3.01M – 198
2023
Q2 		$3.01M Buy
+10,208
New +$2.97M 1.1% 29

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Iams Wealth Management increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $311K and bringing the position to 7,281 shares worth $1.97M. The position accounts for 0.59% of the portfolio, ranked #53.

Iams Wealth Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06M in Q3 2025. 1,360 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Iams Wealth Management held 7,281 shares of McDonald's worth $1.97M as of Q2 2026.
  • Iams Wealth Management bought 1,085 McDonald's shares in Q2 2026, an estimated $311K.
  • McDonald's made up 0.59% of Iams Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Iams Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's McDonald's position peaked at $2.06M in Q3 2025.
  • 1,360 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.