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Next Level Private’s McDonald's MCD Stock Holding History

Next Level Private’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 		– Sell
-646
Closed -$201K – 181
2026
Q1 		$201K Buy
+646
New +$206K 0.05% 172
2022
Q3 		– Sell
-1,018
Closed -$251K – 131
2022
Q2 		$251K Buy
+1,018
New +$251K 0.1% 123

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Next Level Private's MCD Position: Q2 2026 in Review

Next Level Private sold out of McDonald's (MCD) in Q2 2026, closing a stake of 646 shares — an estimated $201K sold.

Next Level Private first reported a position in MCD in Q2 2022 and held it in 2 quarters. The position peaked at $251K in Q2 2022. 694 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Next Level Private reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Next Level Private sold 646 McDonald's shares in Q2 2026, an estimated $201K.
  • Next Level Private first reported a position in McDonald's in Q2 2022 and held it in 2 quarters.
  • Next Level Private's McDonald's position peaked at $251K in Q2 2022.
  • 694 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.