Modera 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 | $8.86M | Sell |
32,777
-1,768
| -5% | -$507K | 0.09% | 144 |
|
|
2026
Q1 | $10.7M | Buy |
34,545
+1,663
| +5% | +$530K | 0.13% | 118 |
|
|
2025
Q4 | $10M | Buy |
32,882
+254
| +0.8% | +$77.8K | 0.12% | 128 |
|
|
2025
Q3 | $9.92M | Buy |
32,628
+1,070
| +3% | +$326K | 0.11% | 125 |
|
|
2025
Q2 | $9.22M | Buy |
31,558
+1,945
| +7% | +$600K | 0.11% | 132 |
|
|
2025
Q1 | $9.25M | Buy |
29,613
+848
| +3% | +$254K | 0.13% | 128 |
|
|
2024
Q4 | $8.34M | Buy |
28,765
+2,497
| +10% | +$745K | 0.1% | 136 |
|
|
2024
Q3 | $8M | Buy |
26,268
+5,717
| +28% | +$1.58M | 0.1% | 126 |
|
|
2024
Q2 | $5.24M | Buy |
20,551
+1,066
| +5% | +$283K | 0.08% | 151 |
|
|
2024
Q1 | $5.49M | Buy |
19,485
+845
| +5% | +$246K | 0.08% | 150 |
|
|
2023
Q4 | $5.53M | Sell |
18,640
-137
| -0.7% | -$37.3K | 0.09% | 145 |
|
|
2023
Q3 | $4.95M | Sell |
18,777
-124
| -0.7% | -$35.4K | 0.09% | 146 |
|
|
2023
Q2 | $5.64M | Buy |
18,901
+5,430
| +40% | +$1.58M | 0.1% | 137 |
|
|
2023
Q1 | $3.77M | Buy |
13,471
+855
| +7% | +$229K | 0.15% | 72 |
|
|
2022
Q4 | $3.32M | Buy |
12,616
+182
| +1% | +$48K | 0.14% | 73 |
|
|
2022
Q3 | $2.87M | Buy |
12,434
+12
| +0.1% | +$3.07K | 0.15% | 74 |
|
|
2022
Q2 | $3.07M | Sell |
12,422
-295
| -2% | -$72.7K | 0.15% | 74 |
|
|
2022
Q1 | $3.15M | Sell |
12,717
-990
| -7% | -$247K | 0.14% | 76 |
|
|
2021
Q4 | $3.67M | Sell |
13,707
-7,211
| -34% | -$1.82M | 0.14% | 74 |
|
|
2021
Q3 | $5.04M | Sell |
20,918
-202
| -1% | -$48.2K | 0.26% | 44 |
|
|
2021
Q2 | $4.88M | Buy |
21,120
+51
| +0.2% | +$11.9K | 0.26% | 45 |
|
|
2021
Q1 | $4.72M | Sell |
21,069
-1,699
| -7% | -$363K | 0.31% | 42 |
|
|
2020
Q4 | $4.89M | Buy |
22,768
+20,450
| +882% | +$4.45M | 0.39% | 40 |
|
|
2020
Q3 | $509K | Sell |
2,318
-29
| -1% | -$5.95K | 0.08% | 89 |
|
|
2020
Q2 | $433K | Buy |
2,347
+265
| +13% | +$48.6K | 0.07% | 91 |
|
|
2020
Q1 | $344K | Buy |
2,082
+694
| +50% | +$137K | 0.07% | 102 |
|
|
2019
Q4 | $274K | Sell |
1,388
-24
| -2% | -$4.76K | 0.04% | 115 |
|
|
2019
Q3 | $303K | Hold |
1,412
| – | – | 0.05% | 100 |
|
|
2019
Q2 | $293K | Buy |
1,412
+25
| +2% | +$4.95K | 0.05% | 105 |
|
|
2019
Q1 | $263K | Sell |
1,387
-193
| -12% | -$35K | 0.05% | 116 |
|
|
2018
Q4 | $281K | Buy |
1,580
+193
| +14% | +$34.2K | 0.06% | 99 |
|
|
2018
Q3 | $232K | Sell |
1,387
-7
| -0.5% | -$1.12K | 0.05% | 124 |
|
|
2018
Q2 | $218K | Sell |
1,394
-27
| -2% | -$4.38K | 0.05% | 125 |
|
|
2018
Q1 | $222K | Sell |
1,421
-2
| -0.1% | -$329 | 0.05% | 122 |
|
|
2017
Q4 | $245K | Buy |
1,423
+9
| +0.6% | +$1.51K | 0.05% | 110 |
|
|
2017
Q3 | $222K | Hold |
1,414
| – | – | 0.05% | 117 |
|
|
2017
Q2 | $217K | Buy |
+1,414
| New | +$204K | 0.05% | 110 |
|
Other funds holding MCD
Modera Wealth Management's MCD Position: Q2 2026 in Review
Modera Wealth Management reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $507K and leaving 32,777 shares worth $8.86M. The position accounts for 0.09% of the portfolio, ranked #144.
Modera Wealth Management first reported a position in MCD in Q2 2017 and has held it in 37 quarters since. The position peaked at $10.7M in Q1 2026. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Modera Wealth Management held 32,777 shares of McDonald's worth $8.86M as of Q2 2026.
- Modera Wealth Management sold 1,768 McDonald's shares in Q2 2026, an estimated $507K.
- McDonald's made up 0.09% of Modera Wealth Management's portfolio in Q2 2026, its #144 holding.
- Modera Wealth Management first reported a position in McDonald's in Q2 2017 and has held it in 37 quarters since.
- Modera Wealth Management's McDonald's position peaked at $10.7M in Q1 2026.
- 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.