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

MBE 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	$575K	Sell	2,129 -21	-1%	-$6.02K	0.2%	69
2026 Q1	$668K	Buy	2,150 +160	+8%	+$51K	0.28%	49
2025 Q4	$608K	Sell	1,990 -19	-0.9%	-$5.82K	0.25%	53
2025 Q3	$610K	Buy	2,009 +200	+11%	+$60.9K	0.26%	51
2025 Q2	$529K	Sell	1,809 -20	-1%	-$6.17K	0.23%	57
2025 Q1	$571K	Buy	1,829 +1	+0.1%	+$299	0.27%	49
2024 Q4	$530K	Hold	1,828	–	–	0.3%	43
2024 Q3	$557K	Sell	1,828 -18	-1%	-$4.96K	0.31%	45
2024 Q2	$470K	Hold	1,846	–	–	0.28%	48
2024 Q1	$520K	Buy	1,846 +34	+2%	+$9.89K	0.32%	45
2023 Q4	$537K	Sell	1,812 -4	-0.2%	-$1.09K	0.28%	44
2023 Q3	$479K	Buy	1,816 +9	+0.5%	+$2.57K	0.27%	41
2023 Q2	$539K	Sell	1,807 -18	-1%	-$5.23K	0.29%	35
2023 Q1	$510K	Buy	1,825 +79	+5%	+$21.2K	0.3%	35
2022 Q4	$460K	Buy	+1,746	New	+$461K	0.3%	34
2020 Q2	–	Sell	-498	Closed	-$82K	–	321
2020 Q1	$82K	Buy	+498	New	+$98.1K	0.08%	79

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

MBE Wealth Management reduced its McDonald's (MCD) stake by 0.98% in Q2 2026, selling an estimated $6.02K and leaving 2,129 shares worth $575K. The position accounts for 0.2% of the portfolio, ranked #69.

MBE Wealth Management first reported a position in MCD in Q1 2020 and has held it in 16 quarters since. The position peaked at $668K in Q1 2026. 1,543 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

MBE Wealth Management held 2,129 shares of McDonald's worth $575K as of Q2 2026.
MBE Wealth Management sold 21 McDonald's shares in Q2 2026, an estimated $6.02K.
McDonald's made up 0.2% of MBE Wealth Management's portfolio in Q2 2026, its #69 holding.
MBE Wealth Management first reported a position in McDonald's in Q1 2020 and has held it in 16 quarters since.
MBE Wealth Management's McDonald's position peaked at $668K in Q1 2026.
1,543 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.