MOKAN Wealth Management’s McDonald's MCD Stock Holding History

MOKAN Wealth Management’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	$4.33M	Buy	16,005 +3,743	+31%	+$1.07M	1.65%	24
2026 Q1	$3.81M	Sell	12,262 -3,039	-20%	-$968K	1.69%	17
2025 Q4	$4.68M	Buy	15,301 +2,459	+19%	+$753K	2.07%	13
2025 Q3	$3.9M	Buy	12,842 +958	+8%	+$292K	1.96%	14
2025 Q2	$3.47M	Buy	11,884 +951	+9%	+$293K	1.94%	15
2025 Q1	$3.42M	Buy	10,933 +148	+1%	+$44.3K	2.06%	15
2024 Q4	$3.13M	Buy	+10,785	New	+$3.22M	1.99%	16

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOKAN Wealth Management's MCD Position: Q2 2026 in Review

MOKAN Wealth Management increased its McDonald's (MCD) stake by 31% in Q2 2026, buying an estimated $1.07M and bringing the position to 16,005 shares worth $4.33M. The position accounts for 1.65% of the portfolio, ranked #24.

MOKAN Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

MOKAN Wealth Management held 16,005 shares of McDonald's worth $4.33M as of Q2 2026.
MOKAN Wealth Management bought 3,743 McDonald's shares in Q2 2026, an estimated $1.07M.
McDonald's made up 1.65% of MOKAN Wealth Management's portfolio in Q2 2026, its #24 holding.
MOKAN Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's McDonald's position peaked at $4.68M in Q4 2025.
1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.