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

Kingswood 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 		$3.53M Sell
13,059
-797
-6% -$229K 0.14% 163
2026
Q1 		$4.31M Sell
13,856
-342
-2% -$109K 0.2% 115
2025
Q4 		$4.34M Buy
14,198
+4,500
+46% +$1.38M 0.21% 109
2025
Q3 		$2.95M Buy
9,698
+3,249
+50% +$989K 0.18% 133
2025
Q2 		$1.88M Buy
6,449
+202
+3% +$62.3K 0.15% 151
2025
Q1 		$1.95M Sell
6,247
-2,438
-28% -$729K 0.18% 142
2024
Q4 		$2.52M Sell
8,685
-2,181
-20% -$650K 0.19% 121
2024
Q3 		$3.31M Buy
10,866
+5,593
+106% +$1.54M 0.24% 101
2024
Q2 		$1.34M Sell
5,273
-1,028
-16% -$273K 0.12% 182
2024
Q1 		$1.78M Sell
6,301
-167
-3% -$48.6K 0.2% 121
2023
Q4 		$1.92M Buy
6,468
+3,140
+94% +$855K 0.22% 109
2023
Q3 		$2.03M Buy
3,328
+1,422
+75% +$406K 0.35% 75
2023
Q2 		$569K Buy
+1,906
New +$554K 0.18% 125

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its McDonald's (MCD) stake by 5.8% in Q2 2026, selling an estimated $229K and leaving 13,059 shares worth $3.53M. The position accounts for 0.14% of the portfolio, ranked #163.

Kingswood Wealth Advisors first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.34M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kingswood Wealth Advisors held 13,059 shares of McDonald's worth $3.53M as of Q2 2026.
  • Kingswood Wealth Advisors sold 797 McDonald's shares in Q2 2026, an estimated $229K.
  • McDonald's made up 0.14% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Kingswood Wealth Advisors first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's McDonald's position peaked at $4.34M in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.