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Nvest Wealth Strategies’s McDonald's MCD Stock Holding History

Nvest Wealth Strategies’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 		$70.3K Buy
260
+3
+1% +$860 0.04% 43
2026
Q1 		$79.9K Sell
257
-1
-0.4% -$319 0.06% 44
2025
Q4 		$79K Buy
+258
New +$79K 0.06% 42

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nvest Wealth Strategies's MCD Position: Q2 2026 in Review

Nvest Wealth Strategies increased its McDonald's (MCD) stake by 1.2% in Q2 2026, buying an estimated $860 and bringing the position to 260 shares worth $70.3K. The position accounts for 0.04% of the portfolio, ranked #43.

Nvest Wealth Strategies first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.9K in Q1 2026. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nvest Wealth Strategies held 260 shares of McDonald's worth $70.3K as of Q2 2026.
  • Nvest Wealth Strategies bought 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 0.04% of Nvest Wealth Strategies's portfolio in Q2 2026, its #43 holding.
  • Nvest Wealth Strategies first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's McDonald's position peaked at $79.9K in Q1 2026.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.