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

JGP 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	$1.84M	Sell	6,823 -127	-2%	-$36.4K	0.17%	77
2026 Q1	$2.16M	Sell	6,950 -115	-2%	-$36.6K	0.22%	68
2025 Q4	$2.16M	Sell	7,065 -170	-2%	-$52.1K	0.23%	68
2025 Q3	$2.17M	Sell	7,235 -196	-3%	-$59.7K	0.24%	63
2025 Q2	$2.17M	Sell	7,431 -34	-0.5%	-$10.5K	0.26%	60
2025 Q1	$2.33M	Sell	7,465 -223	-3%	-$66.7K	0.31%	55
2024 Q4	$2.23M	Buy	7,688 +148	+2%	+$44.1K	0.29%	58
2024 Q3	$2.3M	Buy	7,540 +32	+0.4%	+$8.82K	0.3%	58
2024 Q2	$1.91M	Sell	7,508 -212	-3%	-$56.2K	0.27%	59
2024 Q1	$2.18M	Sell	7,720 -430	-5%	-$125K	0.32%	60
2023 Q4	$2.42M	Sell	8,150 -531	-6%	-$145K	0.36%	55
2023 Q3	$2.29M	Buy	8,681 +81	+0.9%	+$23.1K	0.38%	55
2023 Q2	$2.57M	Buy	8,600 +207	+2%	+$60.1K	0.42%	52
2023 Q1	$2.35M	Buy	8,393 +233	+3%	+$62.4K	0.41%	52
2022 Q4	$2.15M	Buy	8,160 +11	+0.1%	+$2.9K	0.4%	53
2022 Q3	$1.9M	Buy	8,149 +666	+9%	+$170K	0.4%	54
2022 Q2	$1.88M	Buy	7,483 +245	+3%	+$60.3K	0.38%	55
2022 Q1	$1.82M	Buy	7,238 +358	+5%	+$89.2K	0.34%	58
2021 Q4	$1.84M	Buy	6,880 +162	+2%	+$40.9K	0.34%	55
2021 Q3	$1.62M	Buy	6,718 +28	+0.4%	+$6.68K	0.35%	55
2021 Q2	$1.54M	Buy	6,690 +486	+8%	+$113K	0.33%	56
2021 Q1	$1.39M	Sell	6,204 -22	-0.4%	-$4.71K	0.31%	60
2020 Q4	$1.31M	Buy	6,226 +76	+1%	+$16.5K	0.3%	58
2020 Q3	$1.39M	Sell	6,150 -22	-0.4%	-$4.52K	0.37%	56
2020 Q2	$1.15M	Sell	6,172 -151	-2%	-$27.7K	0.34%	57
2020 Q1	$1.12M	Sell	6,323 -218	-3%	-$43K	0.4%	58
2019 Q4	$1.32M	Sell	6,541 -25	-0.4%	-$4.96K	0.39%	62
2019 Q3	$1.35M	Sell	6,566 -124	-2%	-$26.6K	0.47%	57
2019 Q2	$1.39M	Sell	6,690 -89	-1%	-$17.6K	0.49%	56
2019 Q1	$1.29M	Sell	6,779 -630	-9%	-$114K	0.49%	60
2018 Q4	$1.32M	Sell	7,409 -141	-2%	-$25K	0.54%	61
2018 Q3	$1.27M	Sell	7,550 -13	-0.2%	-$2.08K	0.51%	63
2018 Q2	$1.19M	Buy	+7,563	New	+$1.23M	0.49%	67

Other funds holding MCD

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 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

TWC

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

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 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

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

JGP Wealth Management reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $36.4K and leaving 6,823 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #77.

JGP Wealth Management first reported a position in MCD in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.57M in Q2 2023. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

JGP Wealth Management held 6,823 shares of McDonald's worth $1.84M as of Q2 2026.
JGP Wealth Management sold 127 McDonald's shares in Q2 2026, an estimated $36.4K.
McDonald's made up 0.17% of JGP Wealth Management's portfolio in Q2 2026, its #77 holding.
JGP Wealth Management first reported a position in McDonald's in Q2 2018 and has held it in 33 quarters since.
JGP Wealth Management's McDonald's position peaked at $2.57M in Q2 2023.
1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.