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

LongView 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 		$539K Sell
1,995
-42
-2% -$12K 0.14% 124
2026
Q1 		$618K Buy
2,037
+8
+0.4% +$2.55K 0.16% 121
2025
Q4 		$622K Sell
2,029
-74
-4% -$22.7K 0.15% 126
2025
Q3 		$639K Sell
2,103
-37
-2% -$11.3K 0.17% 107
2025
Q2 		$625K Sell
2,140
-94
-4% -$29K 0.19% 98
2025
Q1 		$698K Buy
2,234
+8
+0.4% +$2.39K 0.21% 93
2024
Q4 		$645K Buy
2,226
+8
+0.4% +$2.39K 0.2% 98
2024
Q3 		$676K Sell
2,218
-95
-4% -$26.2K 0.22% 90
2024
Q2 		$589K Sell
2,313
-41
-2% -$10.9K 0.22% 87
2024
Q1 		$664K Buy
2,354
+8
+0.3% +$2.33K 0.26% 79
2023
Q4 		$682K Buy
+2,346
New +$639K 0.3% 71

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

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

LongView Wealth Management reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $12K and leaving 1,995 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #124.

LongView Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $698K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • LongView Wealth Management held 1,995 shares of McDonald's worth $539K as of Q2 2026.
  • LongView Wealth Management sold 42 McDonald's shares in Q2 2026, an estimated $12K.
  • McDonald's made up 0.14% of LongView Wealth Management's portfolio in Q2 2026, its #124 holding.
  • LongView Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's McDonald's position peaked at $698K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.