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Moss Adams Wealth Advisors’s McDonald's MCD Stock Holding History

Moss Adams 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 		$924K Sell
3,417
-755
-18% -$216K 0.06% 102
2026
Q1 		$1.3M Buy
4,172
+282
+7% +$89.8K 0.09% 66
2025
Q4 		$1.19M Buy
3,890
+163
+4% +$49.9K 0.09% 72
2025
Q3 		$1.13M Buy
3,727
+10
+0.3% +$3.04K 0.09% 69
2025
Q2 		$1.09M Buy
3,717
+299
+9% +$92.2K 0.1% 68
2025
Q1 		$1.07M Buy
3,418
+146
+4% +$43.7K 0.11% 60
2024
Q4 		$949K Buy
3,272
+25
+0.8% +$7.46K 0.1% 64
2024
Q3 		$989K Buy
3,247
+280
+9% +$77.2K 0.11% 59
2024
Q2 		$756K Sell
2,967
-223
-7% -$59.2K 0.1% 60
2024
Q1 		$899K Buy
3,190
+1,772
+125% +$515K 0.14% 48
2023
Q4 		$420K Buy
1,418
+60
+4% +$16.3K 0.09% 59
2023
Q3 		$358K Buy
1,358
+533
+65% +$152K 0.12% 55
2023
Q2 		$246K Sell
825
-196
-19% -$56.9K 0.08% 79
2023
Q1 		$285K Sell
1,021
-19
-2% -$5.09K 0.1% 67
2022
Q4 		$274K Buy
+1,040
New +$274K 0.14% 76

Other funds holding MCD

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Moss Adams Wealth Advisors's MCD Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $216K and leaving 3,417 shares worth $924K. The position accounts for 0.06% of the portfolio, ranked #102.

Moss Adams Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q1 2026. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Moss Adams Wealth Advisors held 3,417 shares of McDonald's worth $924K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 755 McDonald's shares in Q2 2026, an estimated $216K.
  • McDonald's made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Moss Adams Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's McDonald's position peaked at $1.3M in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.