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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,100
Closed -$4K 509
2018
Q4
$4K Buy
+5,100
New +$904K ﹤0.01% 355
2018
Q3
Sell
-300
Closed -$2K 438
2018
Q2
$2K Buy
+300
New +$48.6K ﹤0.01% 355
2017
Q4
Sell
-1,100
Closed -$4K 419
2017
Q3
$4K Buy
+1,100
New +$172K ﹤0.01% 311
2017
Q2
Sell
-100
Closed -$1K 378
2017
Q1
$1K Buy
+100
New +$12.5K ﹤0.01% 290

Other funds holding MCD

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

Kingsview Wealth Management reduced its McDonald's (MCD) stake by 35% in Q2 2026, selling an estimated $7.01M and leaving 45,557 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #119.

Kingsview Wealth Management first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $21.8M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kingsview Wealth Management held 45,557 shares of McDonald's worth $12.3M as of Q2 2026.
  • Kingsview Wealth Management sold 24,456 McDonald's shares in Q2 2026, an estimated $7.01M.
  • McDonald's made up 0.15% of Kingsview Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Kingsview Wealth Management first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's McDonald's position peaked at $21.8M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.