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

Motive 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	$236K	Sell	874 -275	-24%	-$78.9K	0.1%	89
2026 Q1	$357K	Sell	1,149 -42	-4%	-$13.4K	0.17%	56
2025 Q4	$364K	Hold	1,191	–	–	0.16%	58
2025 Q3	$362K	Buy	1,191 +38	+3%	+$11.6K	0.16%	55
2025 Q2	$337K	Sell	1,153 -52	-4%	-$16K	0.15%	55
2025 Q1	$376K	Sell	1,205 -119	-9%	-$35.6K	0.2%	50
2024 Q4	$384K	Buy	1,324 +114	+9%	+$34K	0.21%	49
2024 Q3	$308K	Hold	1,210	–	–	0.19%	53
2024 Q2	$308K	Sell	1,210 -45	-4%	-$11.9K	0.19%	53
2024 Q1	$354K	Buy	+1,255	New	+$365K	0.21%	48
2023 Q1	–	Sell	-893	Closed	-$235K	–	56
2022 Q4	$235K	Sell	893 -40	-4%	-$10.6K	0.18%	55
2022 Q3	$215K	Buy	+933	New	+$238K	0.17%	56

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Motive Wealth Advisors reduced its McDonald's (MCD) stake by 24% in Q2 2026, selling an estimated $78.9K and leaving 874 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #89.

Motive Wealth Advisors first reported a position in MCD in Q3 2022 and has held it in 12 quarters since. The position peaked at $384K in Q4 2024. 884 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Motive Wealth Advisors held 874 shares of McDonald's worth $236K as of Q2 2026.
Motive Wealth Advisors sold 275 McDonald's shares in Q2 2026, an estimated $78.9K.
McDonald's made up 0.1% of Motive Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Motive Wealth Advisors first reported a position in McDonald's in Q3 2022 and has held it in 12 quarters since.
Motive Wealth Advisors's McDonald's position peaked at $384K in Q4 2024.
884 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.