Marshall & Sterling Wealth Advisors’s McDonald's MCD Stock Holding History

Marshall & Sterling 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	$40.2K	Hold	149	–	–	0.02%	168
2026 Q1	$46.2K	Hold	149	–	–	0.03%	149
2025 Q4	$45.4K	Sell	149 -38	-20%	-$11.6K	0.03%	150
2025 Q3	$56.7K	Sell	187 -5	-3%	-$1.52K	0.04%	162
2025 Q2	$56K	Sell	192 -2	-1%	-$617	0.04%	148
2025 Q1	$60.5K	Buy	194 +39	+25%	+$11.7K	0.04%	134
2024 Q4	$44.8K	Buy	+155	New	+$46.2K	0.03%	135

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 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

Marshall & Sterling Wealth Advisors's MCD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 149 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #168.

Marshall & Sterling Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.5K in Q1 2025. 871 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Marshall & Sterling Wealth Advisors held 149 shares of McDonald's worth $40.2K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Marshall & Sterling Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's McDonald's position peaked at $60.5K in Q1 2025.
871 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.