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

MN 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 		$424K Hold
1,568
– – 0.18% 85
2026
Q1 		$487K Buy
1,568
+87
+6% +$27.7K 0.24% 74
2025
Q4 		$453K Buy
1,481
+25
+2% +$7.66K 0.23% 70
2025
Q3 		$443K Sell
1,456
-108
-7% -$32.9K 0.24% 75
2025
Q2 		$457K Buy
1,564
+60
+4% +$18.5K 0.27% 69
2025
Q1 		$470K Sell
1,504
-239
-14% -$71.5K 0.28% 66
2024
Q4 		$505K Buy
1,743
+892
+105% +$266K 0.28% 64
2024
Q3 		$452K Buy
851
+14
+2% +$3.86K 0.26% 63
2024
Q2 		$374K Sell
837
-561
-40% -$149K 0.22% 73
2024
Q1 		$394K Buy
1,398
+22
+2% +$6.4K 0.24% 69
2023
Q4 		$408K Buy
+1,376
New +$375K 0.28% 63

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
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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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

MN Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,568 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #85.

MN Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $505K in Q4 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MN Wealth Advisors held 1,568 shares of McDonald's worth $424K as of Q2 2026.
  • MN Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.18% of MN Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • MN Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's McDonald's position peaked at $505K in Q4 2024.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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