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

Meadowbrook 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 		$264K Hold
981
– – 0.28% 66
2026
Q1 		$305K Sell
981
-30
-3% -$9.56K 0.4% 56
2025
Q4 		$309K Sell
1,011
-37
-4% -$11.3K 0.35% 56
2025
Q3 		$318K Buy
+1,048
New +$319K 0.33% 67

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Meadowbrook Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 981 shares worth $264K. The position accounts for 0.28% of the portfolio, ranked #66.

Meadowbrook Wealth Management first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Meadowbrook Wealth Management held 981 shares of McDonald's worth $264K as of Q2 2026.
  • Meadowbrook Wealth Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.28% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Meadowbrook Wealth Management first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's McDonald's position peaked at $318K in Q3 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.