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

Oak 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 		$790K Hold
2,923
– – 0.38% 36
2026
Q1 		$908K Hold
2,923
– – 0.5% 30
2025
Q4 		$893K Buy
2,923
+4
+0.1% +$1.23K 0.51% 26
2025
Q3 		$887K Hold
2,919
– – 0.52% 28
2025
Q2 		$853K Hold
2,919
– – 0.55% 27
2025
Q1 		$912K Sell
2,919
-215
-7% -$64.3K 0.67% 20
2024
Q4 		$909K Buy
+3,134
New +$935K 0.7% 21

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Oak Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 2,923 shares worth $790K. The position accounts for 0.38% of the portfolio, ranked #36.

Oak Wealth Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $912K in Q1 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Oak Wealth Advisors held 2,923 shares of McDonald's worth $790K as of Q2 2026.
  • Oak Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.38% of Oak Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Oak Wealth Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Oak Wealth Advisors's McDonald's position peaked at $912K in Q1 2025.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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