IWN
MCD icon

Independent Wealth Network’s McDonald's MCD Stock Holding History

Independent Wealth Network’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 		– Sell
-842
Closed -$262K – 351
2026
Q1 		$262K Sell
842
-17
-2% -$5.42K 0.08% 234
2025
Q4 		$263K Buy
859
+68
+9% +$20.8K 0.08% 227
2025
Q3 		$240K Sell
791
-17
-2% -$5.17K 0.08% 234
2025
Q2 		$236K Buy
808
+59
+8% +$18.2K 0.09% 226
2025
Q1 		$234K Buy
749
+13
+2% +$3.89K 0.09% 210
2024
Q4 		$213K Buy
736
+36
+5% +$10.7K 0.09% 216
2024
Q3 		$213K Buy
+700
New +$193K 0.09% 203
2024
Q2 		– Sell
-750
Closed -$211K – 225
2024
Q1 		$211K Sell
750
-113
-13% -$32.9K 0.1% 199
2023
Q4 		$256K Buy
863
+35
+4% +$9.53K 0.13% 166
2023
Q3 		$218K Buy
828
+10
+1% +$2.85K 0.13% 179
2023
Q2 		$244K Hold
818
– – 0.15% 165
2023
Q1 		$229K Buy
818
+20
+3% +$5.36K 0.15% 162
2022
Q4 		$210K Buy
+798
New +$211K 0.14% 170
2022
Q1 		– Sell
-901
Closed -$242K – 222
2021
Q4 		$242K Buy
901
+12
+1% +$3.03K 0.15% 170
2021
Q3 		$223K Buy
+889
New +$212K 0.15% 178

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

Independent Wealth Network's MCD Position: Q2 2026 in Review

Independent Wealth Network sold out of McDonald's (MCD) in Q2 2026, closing a stake of 842 shares — an estimated $262K sold.

Independent Wealth Network first reported a position in MCD in Q3 2021 and held it in 15 quarters. The position peaked at $263K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Independent Wealth Network reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Network sold 842 McDonald's shares in Q2 2026, an estimated $262K.
  • Independent Wealth Network first reported a position in McDonald's in Q3 2021 and held it in 15 quarters.
  • Independent Wealth Network's McDonald's position peaked at $263K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.