Meridian 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 | $1.97M | Buy |
7,302
+200
| +3% | +$57.3K | 0.06% | 262 |
|
|
2026
Q1 | $2.21M | Sell |
7,102
-555
| -7% | -$177K | 0.08% | 219 |
|
|
2025
Q4 | $2.34M | Buy |
7,657
+424
| +6% | +$130K | 0.08% | 210 |
|
|
2025
Q3 | $2.2M | Sell |
7,233
-421
| -6% | -$128K | 0.08% | 205 |
|
|
2025
Q2 | $2.24M | Buy |
7,654
+445
| +6% | +$137K | 0.1% | 188 |
|
|
2025
Q1 | $2.25M | Sell |
7,209
-153
| -2% | -$45.8K | 0.11% | 175 |
|
|
2024
Q4 | $2.13M | Sell |
7,362
-117
| -2% | -$34.9K | 0.1% | 181 |
|
|
2024
Q3 | $2.28M | Buy |
+7,479
| New | +$2.06M | 0.11% | 171 |
|
|
2024
Q2 | – | Sell |
-9,215
| Closed | -$2.6M | – | 448 |
|
|
2024
Q1 | $2.6M | Buy |
9,215
+693
| +8% | +$202K | 0.43% | 45 |
|
|
2023
Q4 | $2.53M | Sell |
8,522
-7,388
| -46% | -$2.01M | 0.16% | 147 |
|
|
2023
Q3 | $4.19M | Buy |
15,910
+8,392
| +112% | +$2.39M | 0.26% | 83 |
|
|
2023
Q2 | $2.24M | Sell |
7,518
-886
| -11% | -$257K | 0.19% | 112 |
|
|
2023
Q1 | $2.35M | Sell |
8,404
-376
| -4% | -$101K | 0.21% | 112 |
|
|
2022
Q4 | $2.31M | Sell |
8,780
-484
| -5% | -$128K | 0.23% | 106 |
|
|
2022
Q3 | $2.14M | Sell |
9,264
-827
| -8% | -$211K | 0.23% | 105 |
|
|
2022
Q2 | $2.49M | Buy |
10,091
+1,414
| +16% | +$348K | 0.2% | 124 |
|
|
2022
Q1 | $2.15M | Buy |
8,677
+2,475
| +40% | +$617K | 0.23% | 90 |
|
|
2021
Q4 | $1.66M | Buy |
6,202
+95
| +2% | +$24K | 0.18% | 109 |
|
|
2021
Q3 | $1.47M | Buy |
6,107
+481
| +9% | +$115K | 0.18% | 109 |
|
|
2021
Q2 | $1.3M | Buy |
5,626
+1,515
| +37% | +$353K | 0.17% | 120 |
|
|
2021
Q1 | $922K | Buy |
4,111
+66
| +2% | +$14.1K | 0.13% | 145 |
|
|
2020
Q4 | $867K | Buy |
4,045
+565
| +16% | +$123K | 0.14% | 133 |
|
|
2020
Q3 | $763K | Buy |
3,480
+1,555
| +81% | +$319K | 0.19% | 103 |
|
|
2020
Q2 | $354K | Sell |
1,925
-54
| -3% | -$9.9K | 0.12% | 149 |
|
|
2020
Q1 | $326K | Buy |
1,979
+60
| +3% | +$11.8K | 0.14% | 148 |
|
|
2019
Q4 | $379K | Buy |
1,919
+131
| +7% | +$26K | 0.18% | 124 |
|
|
2019
Q3 | $384K | Buy |
1,788
+179
| +11% | +$38.4K | 0.18% | 116 |
|
|
2019
Q2 | $3.34K | Buy |
1,609
+86
| +6% | +$17K | 0.14% | 131 |
|
|
2019
Q1 | $289K | Buy |
+1,523
| New | +$276K | 0.13% | 147 |
|
|
2018
Q1 | – | Sell |
-1,362
| Closed | -$231K | – | 192 |
|
|
2017
Q4 | $231K | Buy |
1,362
+2
| +0.1% | +$336 | 0.14% | 152 |
|
|
2017
Q3 | $214K | Sell |
1,360
-28
| -2% | -$4.39K | 0.14% | 157 |
|
|
2017
Q2 | $213K | Buy |
+1,388
| New | +$201K | 0.13% | 155 |
|
|
2017
Q1 | – | Sell |
-2,711
| Closed | -$332K | – | 171 |
|
|
2016
Q4 | $332K | Buy |
+2,711
| New | +$318K | 0.26% | 82 |
|
Other funds holding MCD
Meridian Wealth Management's MCD Position: Q2 2026 in Review
Meridian Wealth Management increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $57.3K and bringing the position to 7,302 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #262.
Meridian Wealth Management first reported a position in MCD in Q4 2016 and has held it in 33 quarters since. The position peaked at $4.19M in Q3 2023. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Meridian Wealth Management held 7,302 shares of McDonald's worth $1.97M as of Q2 2026.
- Meridian Wealth Management bought 200 McDonald's shares in Q2 2026, an estimated $57.3K.
- McDonald's made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #262 holding.
- Meridian Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 33 quarters since.
- Meridian Wealth Management's McDonald's position peaked at $4.19M in Q3 2023.
- 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.