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Miller Wealth Advisors’s McDonald's MCD Stock Holding History

Miller Wealth Advisors’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 		$1.69K Sell
20
-50
-71% -$14.3K ﹤0.01% 105
2026
Q1 		$21.8K Hold
70
– – 0.01% 53
2025
Q4 		$21.4K Sell
70
-55
-44% -$16.8K 0.01% 54
2025
Q3 		$38K Buy
+125
New +$38K 0.02% 39

Other funds holding MCD

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Miller Wealth Advisors's MCD Position: Q2 2026 in Review

Miller Wealth Advisors reduced its McDonald's (MCD) stake by 71% in Q2 2026, selling an estimated $14.3K and leaving 20 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Miller Wealth Advisors first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $38K in Q3 2025. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Miller Wealth Advisors held 20 shares of McDonald's worth $1.69K as of Q2 2026.
  • Miller Wealth Advisors sold 50 McDonald's shares in Q2 2026, an estimated $14.3K.
  • McDonald's made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Miller Wealth Advisors first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Miller Wealth Advisors's McDonald's position peaked at $38K in Q3 2025.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.