Obermeyer Wealth Partners’s McDonald's MCD Stock Holding History

Obermeyer Wealth Partners’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	$1.24M	Sell	4,593 -178	-4%	-$51K	0.05%	105
2026 Q1	$1.48M	Sell	4,771 -362	-7%	-$115K	0.07%	89
2025 Q4	$1.57M	Sell	5,133 -112	-2%	-$34.3K	0.07%	86
2025 Q3	$1.59M	Sell	5,245 -2,058	-28%	-$626K	0.07%	86
2025 Q2	$2.13M	Sell	7,303 -49	-0.7%	-$15.1K	0.11%	74
2025 Q1	$2.3M	Buy	7,352 +766	+12%	+$229K	0.12%	62
2024 Q4	$1.91M	Sell	6,586 -414	-6%	-$123K	0.1%	71
2024 Q3	$2.13M	Sell	7,000 -1,573	-18%	-$434K	0.11%	70
2024 Q2	$2.18M	Sell	8,573 -104,051	-92%	-$27.6M	0.13%	65
2024 Q1	$31.8M	Sell	112,624 -48,924	-30%	-$14.2M	1.87%	19
2023 Q4	$47.9M	Sell	161,548 -3,677	-2%	-$1M	3.27%	9
2023 Q3	$43.5M	Sell	165,225 -2,909	-2%	-$830K	3.24%	9
2023 Q2	$50.2M	Sell	168,134 -5,881	-3%	-$1.71M	3.61%	8
2023 Q1	$48.9M	Sell	174,015 -3,938	-2%	-$1.06M	3.64%	7
2022 Q4	$46.9M	Sell	177,953 -4,977	-3%	-$1.31M	3.55%	7
2022 Q3	$42.2M	Sell	182,930 -5,286	-3%	-$1.35M	3.42%	7
2022 Q2	$46.5M	Sell	188,216 -483	-0.3%	-$119K	3.41%	8
2022 Q1	$46.7M	Sell	188,699 -1,064	-0.6%	-$265K	2.79%	13
2021 Q4	$50.9M	Buy	189,763 +6,410	+3%	+$1.62M	2.72%	18
2021 Q3	$44.2M	Buy	183,353 +2,061	+1%	+$492K	2.45%	22
2021 Q2	$41.9M	Buy	181,292 +3,322	+2%	+$773K	2.33%	24
2021 Q1	$39.9M	Buy	177,970 +5,415	+3%	+$1.16M	2.45%	24
2020 Q4	$37M	Buy	172,555 +1,327	+0.8%	+$289K	2.46%	23
2020 Q3	$37.6M	Buy	171,228 +6,339	+4%	+$1.3M	2.81%	17
2020 Q2	$30.4M	Buy	164,889 +46,945	+40%	+$8.61M	2.57%	21
2020 Q1	$19.5M	Sell	117,944 -6,404	-5%	-$1.26M	2.08%	26
2019 Q4	$24.6M	Sell	124,348 -3,150	-2%	-$625K	2.18%	25
2019 Q3	$27.4M	Sell	127,498 -31,058	-20%	-$6.66M	2.53%	21
2019 Q2	$32.9M	Sell	158,556 -3,165	-2%	-$627K	2.96%	16
2019 Q1	$30.7M	Sell	161,721 -7,832	-5%	-$1.42M	2.89%	19
2018 Q4	$30.1M	Sell	169,553 -70,585	-29%	-$12.5M	3.05%	15
2018 Q3	$40.2M	Sell	240,138 -12,239	-5%	-$1.96M	3.4%	10
2018 Q2	$39.5M	Sell	252,377 -14,289	-5%	-$2.32M	3.52%	10
2018 Q1	$41.7M	Sell	266,666 -33,382	-11%	-$5.49M	3.78%	10
2017 Q4	$51.6M	Sell	300,048 -3,674	-1%	-$617K	4.49%	6
2017 Q3	$47.6M	Sell	303,722 -27,454	-8%	-$4.3M	4.12%	6
2017 Q2	$50.7M	Sell	331,176 -15,237	-4%	-$2.2M	4.5%	4
2017 Q1	$44.9M	Sell	346,413 -59,620	-15%	-$7.48M	4.13%	6
2016 Q4	$49.4M	Sell	406,033 -21,314	-5%	-$2.5M	4.73%	5
2016 Q3	$49.3M	Sell	427,347 -13,876	-3%	-$1.64M	4.73%	5
2016 Q2	$53.1M	Sell	441,223 -12,325	-3%	-$1.54M	5.28%	3
2016 Q1	$57M	Buy	453,548 +6,420	+1%	+$767K	5.28%	3
2015 Q4	$52.8M	Buy	447,128 +894	+0.2%	+$100K	4.82%	5
2015 Q3	$44M	Buy	+446,234	New	+$43.5M	4.63%	7
2013 Q3	–	Sell	-230	Closed	-$23K	–	186
2013 Q2	$23K	Buy	+230	New	+$23K	0.01%	182

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Obermeyer Wealth Partners's MCD Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its McDonald's (MCD) stake by 3.7% in Q2 2026, selling an estimated $51K and leaving 4,593 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #105.

Obermeyer Wealth Partners first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. The position peaked at $57M in Q1 2016. 1,556 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Obermeyer Wealth Partners held 4,593 shares of McDonald's worth $1.24M as of Q2 2026.
Obermeyer Wealth Partners sold 178 McDonald's shares in Q2 2026, an estimated $51K.
McDonald's made up 0.05% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #105 holding.
Obermeyer Wealth Partners first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
Obermeyer Wealth Partners's McDonald's position peaked at $57M in Q1 2016.
1,556 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.