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KWMG LLC’s McDonald's MCD Stock Holding History

KWMG LLC’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 		$281K Buy
1,040
+5
+0.5% +$1.43K 0.02% 139
2026
Q1 		$322K Sell
1,035
-1
-0.1% -$319 0.03% 131
2025
Q4 		$317K Buy
1,036
+2
+0.2% +$613 0.03% 134
2025
Q3 		$314K Buy
1,034
+4
+0.4% +$1.22K 0.03% 133
2025
Q2 		$301K Sell
1,030
-14
-1% -$4.32K 0.03% 135
2025
Q1 		$326K Buy
1,044
+48
+5% +$14.4K 0.03% 127
2024
Q4 		$289K Buy
996
+14
+1% +$4.17K 0.03% 126
2024
Q3 		$299K Buy
982
+4
+0.4% +$1.1K 0.03% 126
2024
Q2 		$249K Buy
+978
New +$259K 0.03% 129
2019
Q2 		– Sell
-404
Closed -$77K – 301
2019
Q1 		$77K Sell
404
-7
-2% -$1.27K 0.02% 150
2018
Q4 		$73K Sell
411
-8
-2% -$1.42K 0.02% 145
2018
Q3 		$70K Buy
419
+86
+26% +$13.8K 0.02% 141
2018
Q2 		$52K Buy
+333
New +$54K 0.01% 159
2017
Q1 		– Sell
-4,013
Closed -$488K – 124
2016
Q4 		$488K Sell
4,013
-996
-20% -$117K 0.21% 104
2016
Q3 		$578K Sell
5,009
-93
-2% -$11K 0.28% 99
2016
Q2 		$614K Sell
5,102
-79
-2% -$9.89K 0.33% 89
2016
Q1 		$651K Sell
5,181
-239
-4% -$28.6K 0.38% 81
2015
Q4 		$640K Sell
5,420
-1,719
-24% -$192K 0.43% 68
2015
Q3 		$703K Sell
7,139
-2,233
-24% -$218K 0.53% 56
2015
Q2 		$891K Sell
9,372
-1,872
-17% -$181K 0.65% 42
2015
Q1 		$1.1M Sell
11,244
-23
-0.2% -$2.18K 0.88% 30
2014
Q4 		$1.04M Buy
+11,267
New +$1.05M 0.87% 40

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWMG LLC's MCD Position: Q2 2026 in Review

KWMG LLC increased its McDonald's (MCD) stake by 0.48% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,040 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #139.

KWMG LLC first reported a position in MCD in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.1M in Q1 2015. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • KWMG LLC held 1,040 shares of McDonald's worth $281K as of Q2 2026.
  • KWMG LLC bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
  • McDonald's made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #139 holding.
  • KWMG LLC first reported a position in McDonald's in Q4 2014 and has held it in 22 quarters since.
  • KWMG LLC's McDonald's position peaked at $1.1M in Q1 2015.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.