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

Mills 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	$314K	Sell	1,163 -7	-0.6%	-$2.01K	0.1%	65
2026 Q1	$364K	Sell	1,170 -2	-0.2%	-$637	0.13%	52
2025 Q4	$358K	Sell	1,172 -905	-44%	-$277K	0.14%	53
2025 Q3	$631K	Buy	2,077 +900	+76%	+$274K	0.26%	42
2025 Q2	$344K	Sell	1,177 -14	-1%	-$4.32K	0.16%	50
2025 Q1	$372K	Buy	1,191 +479	+67%	+$143K	0.2%	46
2024 Q4	$206K	Buy	+712	New	+$212K	0.12%	59
2024 Q1	–	Sell	-698	Closed	-$207K	–	58
2023 Q4	$207K	Buy	+698	New	+$190K	0.16%	47
2023 Q3	–	Sell	-709	Closed	-$212K	–	51
2023 Q2	$212K	Sell	709 -57	-7%	-$16.6K	0.16%	43
2023 Q1	$214K	Buy	766 +2	+0.3%	+$536	0.17%	44
2022 Q4	$201K	Buy	+764	New	+$202K	0.18%	50

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

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

Mills Wealth Advisors reduced its McDonald's (MCD) stake by 0.6% in Q2 2026, selling an estimated $2.01K and leaving 1,163 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #65.

Mills Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 11 quarters since. The position peaked at $631K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mills Wealth Advisors held 1,163 shares of McDonald's worth $314K as of Q2 2026.
Mills Wealth Advisors sold 7 McDonald's shares in Q2 2026, an estimated $2.01K.
McDonald's made up 0.1% of Mills Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Mills Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 11 quarters since.
Mills Wealth Advisors's McDonald's position peaked at $631K in Q3 2025.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.