Moller Wealth Partners’s McDonald's MCD Stock Holding History

Moller Wealth Partners’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	$672K	Buy	2,485 +1,737	+232%	+$498K	0.12%	40
2026 Q1	$232K	Buy	+748	New	+$238K	0.05%	64
2019 Q1	–	Sell	-5,068	Closed	-$918K	–	62
2018 Q4	$918K	Buy	+5,068	New	+$899K	0.6%	27
2018 Q1	–	Sell	-2,422	Closed	-$417K	–	43
2017 Q4	$417K	Buy	+2,422	New	+$407K	0.16%	36
2017 Q3	–	Sell	-2,285	Closed	-$350K	–	44
2017 Q2	$350K	Buy	+2,285	New	+$330K	0.15%	35
2015 Q2	–	Sell	-2,220	Closed	-$216K	–	42
2015 Q1	$216K	Hold	2,220	–	–	0.1%	42
2014 Q4	$208K	Buy	+2,220	New	+$208K	0.1%	42

Other funds holding MCD

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Moller Wealth Partners's MCD Position: Q2 2026 in Review

Moller Wealth Partners increased its McDonald's (MCD) stake by 232% in Q2 2026, buying an estimated $498K and bringing the position to 2,485 shares worth $672K. The position accounts for 0.12% of the portfolio, ranked #40.

Moller Wealth Partners first reported a position in MCD in Q4 2014 and has held it in 7 quarters since. The position peaked at $918K in Q4 2018. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Moller Wealth Partners held 2,485 shares of McDonald's worth $672K as of Q2 2026.
Moller Wealth Partners bought 1,737 McDonald's shares in Q2 2026, an estimated $498K.
McDonald's made up 0.12% of Moller Wealth Partners's portfolio in Q2 2026, its #40 holding.
Moller Wealth Partners first reported a position in McDonald's in Q4 2014 and has held it in 7 quarters since.
Moller Wealth Partners's McDonald's position peaked at $918K in Q4 2018.
1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.