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Maia Wealth’s McDonald's MCD Stock Holding History

Maia 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 		$293K Buy
1,084
+150
+16% +$43K 0.04% 295
2026
Q1 		$290K Sell
934
-1
-0.1% -$319 0.05% 295
2025
Q4 		$310K Sell
935
-77
-8% -$23.6K 0.05% 275
2025
Q3 		$303K Sell
1,012
-118
-10% -$35.9K 0.05% 274
2025
Q2 		$330K Sell
1,130
-4
-0.4% -$1.23K 0.06% 244
2025
Q1 		$358K Sell
1,134
-306
-21% -$91.5K 0.08% 210
2024
Q4 		$422K Buy
1,440
+81
+6% +$24.2K 0.09% 185
2024
Q3 		$410K Sell
1,359
-104
-7% -$28.7K 0.1% 162
2024
Q2 		$368K Buy
+1,463
New +$388K 0.11% 143
2023
Q4 		$390K Buy
+1,315
New +$358K 0.16% 129

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Maia Wealth's MCD Position: Q2 2026 in Review

Maia Wealth increased its McDonald's (MCD) stake by 16% in Q2 2026, buying an estimated $43K and bringing the position to 1,084 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #295.

Maia Wealth first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $422K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Maia Wealth held 1,084 shares of McDonald's worth $293K as of Q2 2026.
  • Maia Wealth bought 150 McDonald's shares in Q2 2026, an estimated $43K.
  • McDonald's made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #295 holding.
  • Maia Wealth first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's McDonald's position peaked at $422K in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.