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MFA Wealth Services’s McDonald's MCD Stock Holding History

MFA Wealth Services’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 		$643K Buy
2,377
+91
+4% +$26.1K 0.38% 70
2026
Q1 		$711K Buy
2,286
+58
+3% +$18.5K 0.47% 62
2025
Q4 		$681K Buy
2,228
+97
+5% +$29.7K 0.46% 58
2025
Q3 		$648K Buy
2,131
+66
+3% +$20.1K 0.45% 61
2025
Q2 		$603K Buy
2,065
+12
+0.6% +$3.7K 0.45% 54
2025
Q1 		$641K Sell
2,053
-168
-8% -$50.2K 0.53% 48
2024
Q4 		$644K Buy
+2,221
New +$662K 0.52% 51

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
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
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
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

MFA Wealth Services's MCD Position: Q2 2026 in Review

MFA Wealth Services increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,377 shares worth $643K. The position accounts for 0.38% of the portfolio, ranked #70.

MFA Wealth Services first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $711K in Q1 2026. 922 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MFA Wealth Services held 2,377 shares of McDonald's worth $643K as of Q2 2026.
  • MFA Wealth Services bought 91 McDonald's shares in Q2 2026, an estimated $26.1K.
  • McDonald's made up 0.38% of MFA Wealth Services's portfolio in Q2 2026, its #70 holding.
  • MFA Wealth Services first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's McDonald's position peaked at $711K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.