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KWB Wealth’s McDonald's MCD Stock Holding History

KWB Wealth’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
-1,164
Closed -$356K – 179
2026
Q1 		$356K Sell
1,164
-938
-45% -$299K 0.04% 119
2025
Q4 		$642K Sell
2,102
-467
-18% -$143K 0.06% 90
2025
Q3 		$751K Sell
2,569
-38
-1% -$11.6K 0.08% 79
2025
Q2 		$814K Sell
2,607
-145
-5% -$44.7K 0.1% 81
2025
Q1 		$798K Buy
2,752
+7
+0.3% +$2.09K 0.1% 82
2024
Q4 		$836K Sell
2,745
-175
-6% -$52.2K 0.1% 70
2024
Q3 		$744K Sell
2,920
-1,369
-32% -$377K 0.1% 66
2024
Q2 		$1.21M Sell
4,289
-91
-2% -$24.1K 0.17% 53
2024
Q1 		$1.24M Sell
4,380
-444
-9% -$129K 0.17% 53
2023
Q4 		$1.43M Hold
4,824
– – 0.21% 46
2023
Q3 		$1.44M Hold
4,824
– – 0.23% 41
2023
Q2 		$1.44M Buy
4,824
+223
+5% +$64.8K 0.23% 41
2023
Q1 		$1.21M Buy
4,601
+21
+0.5% +$5.63K 0.22% 44
2022
Q4 		$1.21M Buy
4,580
+1,719
+60% +$454K 0.23% 42
2022
Q3 		$660K Buy
2,861
+158
+6% +$40.4K 0.13% 54
2022
Q2 		$667K Buy
2,703
+413
+18% +$102K 0.13% 54
2022
Q1 		$614K Hold
2,290
– – 0.1% 48
2021
Q4 		$614K Sell
2,290
-12
-0.5% -$3.03K 0.1% 48
2021
Q3 		$555K Buy
2,302
+397
+21% +$94.8K 0.1% 49
2021
Q2 		$427K Hold
1,905
– – 0.08% 55
2021
Q1 		$427K Buy
1,905
+692
+57% +$148K 0.08% 55
2020
Q4 		$260K Buy
+1,213
New +$264K 0.05% 68

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

KWB Wealth's MCD Position: Q2 2026 in Review

KWB Wealth sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,164 shares — an estimated $356K sold.

KWB Wealth first reported a position in MCD in Q4 2020 and held it in 22 quarters. The position peaked at $1.44M in Q3 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • KWB Wealth reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 1,164 McDonald's shares in Q2 2026, an estimated $356K.
  • KWB Wealth first reported a position in McDonald's in Q4 2020 and held it in 22 quarters.
  • KWB Wealth's McDonald's position peaked at $1.44M in Q3 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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