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Networth Advisors’s McDonald's MCD Stock Holding History

Networth 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 		$12.7K Sell
47
-33
-41% -$9.46K 0.01% 167
2026
Q1 		$24.9K Buy
80
+33
+70% +$10.5K 0.02% 122
2025
Q4 		$14.4K Buy
+47
New +$14.4K 0.01% 136

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Networth Advisors's MCD Position: Q2 2026 in Review

Networth Advisors reduced its McDonald's (MCD) stake by 41% in Q2 2026, selling an estimated $9.46K and leaving 47 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #167.

Networth Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.9K in Q1 2026. 2,142 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Networth Advisors held 47 shares of McDonald's worth $12.7K as of Q2 2026.
  • Networth Advisors sold 33 McDonald's shares in Q2 2026, an estimated $9.46K.
  • McDonald's made up 0.01% of Networth Advisors's portfolio in Q2 2026, its #167 holding.
  • Networth Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's McDonald's position peaked at $24.9K in Q1 2026.
  • 2,142 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.