JFS Wealth Advisors’s McDonald's MCD Stock Holding History

JFS Wealth Advisors’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	$1.94M	Sell	7,173 -114	-2%	-$32.7K	0.1%	120
2026 Q1	$2.26M	Sell	7,287 -203	-3%	-$64.7K	0.13%	101
2025 Q4	$2.29M	Sell	7,490 -223	-3%	-$68.3K	0.13%	101
2025 Q3	$2.34M	Buy	7,713 +446	+6%	+$136K	0.14%	99
2025 Q2	$2.12M	Sell	7,267 -5	-0.1%	-$1.54K	0.14%	98
2025 Q1	$2.27M	Sell	7,272 -48	-0.7%	-$14.4K	0.15%	83
2024 Q4	$2.12M	Sell	7,320 -44	-0.6%	-$13.1K	0.15%	88
2024 Q3	$2.24M	Buy	7,364 +2,867	+64%	+$790K	0.15%	88
2024 Q2	$1.15M	Sell	4,497 -52	-1%	-$13.8K	0.09%	103
2024 Q1	$1.28M	Sell	4,549 -80	-2%	-$23.3K	0.1%	98
2023 Q4	$1.37M	Buy	4,629 +82	+2%	+$22.3K	0.12%	95
2023 Q3	$1.2M	Sell	4,547 -14	-0.3%	-$3.99K	0.11%	101
2023 Q2	$1.36M	Sell	4,561 -26	-0.6%	-$7.55K	0.12%	101
2023 Q1	$1.28M	Sell	4,587 -6	-0.1%	-$1.61K	0.12%	99
2022 Q4	$1.21M	Sell	4,593 -555	-11%	-$146K	0.12%	100
2022 Q3	$1.19M	Sell	5,148 -265	-5%	-$67.7K	0.13%	98
2022 Q2	$1.34M	Buy	5,413 +284	+6%	+$69.9K	0.14%	89
2022 Q1	$1.27M	Sell	5,129 -1,859	-27%	-$463K	0.12%	101
2021 Q4	$1.87M	Buy	6,988 +291	+4%	+$73.5K	0.18%	89
2021 Q3	$1.61M	Sell	6,697 -2,973	-31%	-$710K	0.17%	90
2021 Q2	$2.23M	Sell	9,670 -144	-1%	-$33.5K	0.33%	50
2021 Q1	$2.2M	Sell	9,814 -82	-0.8%	-$17.5K	0.45%	49
2020 Q4	$2.12M	Buy	9,896 +445	+5%	+$96.8K	0.45%	50
2020 Q3	$2.07M	Buy	9,451 +62	+0.7%	+$12.7K	0.49%	47
2020 Q2	$1.73M	Sell	9,389 -1,981	-17%	-$363K	0.45%	49
2020 Q1	$1.88M	Sell	11,370 -7	-0.1%	-$1.38K	0.56%	43
2019 Q4	$2.25M	Buy	11,377 +1	+0%	+$198	0.55%	42
2019 Q3	$2.44M	Sell	11,376 -706	-6%	-$151K	0.62%	40
2019 Q2	$2.51M	Hold	12,082	–	–	0.64%	40
2019 Q1	$2.29M	Hold	12,082	–	–	0.6%	39
2018 Q4	$2.15M	Buy	12,082 +125	+1%	+$22.2K	0.57%	43
2018 Q3	$2M	Hold	11,957	–	–	0.52%	41
2018 Q2	$1.87M	Buy	11,957 +392	+3%	+$63.6K	0.49%	41
2018 Q1	$1.81M	Sell	11,565 -100	-0.9%	-$16.5K	0.48%	43
2017 Q4	$2.01M	Buy	11,665 +289	+3%	+$48.5K	0.49%	44
2017 Q3	$1.78M	Buy	11,376 +177	+2%	+$27.7K	0.46%	47
2017 Q2	$1.72M	Sell	11,199 -210	-2%	-$30.4K	0.47%	50
2017 Q1	$1.39M	Hold	11,409	–	–	0.38%	61
2016 Q4	$1.39M	Hold	11,409	–	–	0.38%	61
2016 Q3	$1.32M	Hold	11,409	–	–	0.38%	59
2016 Q2	$1.37M	Sell	11,409 -467	-4%	-$58.5K	0.38%	60
2016 Q1	$1.49M	Sell	11,876 -199	-2%	-$23.8K	0.44%	54
2015 Q4	$1.43M	Buy	12,075 +419	+4%	+$46.9K	0.41%	57
2015 Q3	$1.15M	Sell	11,656 -522	-4%	-$50.8K	0.51%	49
2015 Q2	$1.16M	Sell	12,178 -2	-0%	-$193	0.59%	40
2015 Q1	$1.19M	Sell	12,180 -32	-0.3%	-$3.04K	0.56%	40
2014 Q4	$1.14M	Sell	12,212 -100	-0.8%	-$9.36K	0.18%	29
2014 Q3	$1.17M	Sell	12,312 -2,160	-15%	-$206K	0.2%	28
2014 Q2	$1.46M	Buy	14,472 +93	+0.6%	+$9.39K	0.27%	28
2014 Q1	$1.41M	Sell	14,379 -196	-1%	-$18.7K	0.78%	31
2013 Q4	$1.41M	Sell	14,575 -207	-1%	-$19.9K	0.62%	37
2013 Q3	$1.42M	Buy	14,782 +1,129	+8%	+$110K	0.66%	36
2013 Q2	$1.35M	Buy	+13,653	New	+$1.37M	0.68%	33

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JFS Wealth Advisors's MCD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $32.7K and leaving 7,173 shares worth $1.94M. The position accounts for 0.1% of the portfolio, ranked #120.

JFS Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.51M in Q2 2019. 1,522 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

JFS Wealth Advisors held 7,173 shares of McDonald's worth $1.94M as of Q2 2026.
JFS Wealth Advisors sold 114 McDonald's shares in Q2 2026, an estimated $32.7K.
McDonald's made up 0.1% of JFS Wealth Advisors's portfolio in Q2 2026, its #120 holding.
JFS Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's McDonald's position peaked at $2.51M in Q2 2019.
1,522 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.