Mascoma Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $170K | Sell |
630
-24
| -4% | -$6.88K | 0.03% | 104 |
|
|
2026
Q1 | $203K | Hold |
654
| – | – | 0.04% | 90 |
|
|
2025
Q4 | $200K | Hold |
654
| – | – | 0.04% | 88 |
|
|
2025
Q3 | $199K | Sell |
654
-41
| -6% | -$12.5K | 0.04% | 96 |
|
|
2025
Q2 | $203K | Hold |
695
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $217K | Hold |
695
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $201K | Hold |
695
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $212K | Hold |
695
| – | – | 0.05% | 93 |
|
|
2024
Q2 | $177K | Sell |
695
-135
| -16% | -$35.8K | 0.05% | 98 |
|
|
2024
Q1 | $234K | Sell |
830
-13
| -2% | -$3.78K | 0.07% | 91 |
|
|
2023
Q4 | $250K | Hold |
843
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $222K | Buy |
843
+153
| +22% | +$43.6K | 0.07% | 96 |
|
|
2023
Q2 | $200K | Sell |
690
-58
| -8% | -$16.9K | 0.06% | 102 |
|
|
2023
Q1 | $221K | Hold |
748
| – | – | 0.06% | 111 |
|
|
2022
Q4 | $197K | Sell |
748
-350
| -32% | -$92.3K | 0.06% | 116 |
|
|
2022
Q3 | $253K | Hold |
1,098
| – | – | 0.09% | 100 |
|
|
2022
Q2 | $271K | Buy |
1,098
+35
| +3% | +$8.62K | 0.09% | 97 |
|
|
2022
Q1 | $263K | Buy |
1,063
+54
| +5% | +$13.5K | 0.08% | 106 |
|
|
2021
Q4 | $270K | Hold |
1,009
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $243K | Buy |
1,009
+122
| +14% | +$29.1K | 0.09% | 95 |
|
|
2021
Q2 | $205K | Buy |
887
+87
| +11% | +$20.2K | 0.09% | 99 |
|
|
2021
Q1 | $179K | Buy |
+800
| New | +$171K | 0.08% | 108 |
|
|
2019
Q3 | – | Sell |
-742
| Closed | -$154K | – | 237 |
|
|
2019
Q2 | $154K | Sell |
742
-28
| -4% | -$5.55K | 0.1% | 89 |
|
|
2019
Q1 | $146K | Hold |
770
| – | – | 0.1% | 82 |
|
|
2018
Q4 | $137K | Hold |
770
| – | – | 0.1% | 81 |
|
|
2018
Q3 | $129K | Hold |
770
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $121K | Buy |
770
+53
| +7% | +$8.59K | 0.09% | 97 |
|
|
2018
Q1 | $112K | Hold |
717
| – | – | 0.07% | 103 |
|
|
2017
Q4 | $121K | Buy |
717
+350
| +95% | +$58.8K | 0.07% | 95 |
|
|
2017
Q3 | $58K | Sell |
367
-60
| -14% | -$9.4K | 0.04% | 141 |
|
|
2017
Q2 | $65K | Buy |
427
+60
| +16% | +$8.67K | 0.04% | 137 |
|
|
2017
Q1 | $48K | Hold |
367
| – | – | 0.03% | 141 |
|
|
2016
Q4 | $45K | Buy |
+367
| New | +$43K | 0.03% | 148 |
|
Other funds holding MCD
Mascoma Wealth Management's MCD Position: Q2 2026 in Review
Mascoma Wealth Management reduced its McDonald's (MCD) stake by 3.7% in Q2 2026, selling an estimated $6.88K and leaving 630 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #104.
Mascoma Wealth Management first reported a position in MCD in Q4 2016 and has held it in 33 quarters since. The position peaked at $271K in Q2 2022. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Mascoma Wealth Management held 630 shares of McDonald's worth $170K as of Q2 2026.
- Mascoma Wealth Management sold 24 McDonald's shares in Q2 2026, an estimated $6.88K.
- McDonald's made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #104 holding.
- Mascoma Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 33 quarters since.
- Mascoma Wealth Management's McDonald's position peaked at $271K in Q2 2022.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.