Olistico Wealth’s McDonald's MCD Stock Holding History

Olistico Wealth’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	$1.28M	Hold	4,729	–	–	0.55%	43
2026 Q1	$1.47M	Buy	4,729 +200	+4%	+$63.7K	0.72%	34
2025 Q4	$1.38M	Hold	4,529	–	–	0.68%	32
2025 Q3	$1.38M	Hold	4,529	–	–	0.73%	30
2025 Q2	$1.32M	Buy	4,529 +18	+0.4%	+$5.55K	0.73%	28
2025 Q1	$1.41M	Buy	4,511 +3	+0.1%	+$897	0.87%	23
2024 Q4	$1.31M	Buy	4,508 +1	+0%	+$298	0.76%	29
2024 Q3	$1.37M	Buy	4,507 +400	+10%	+$110K	0.84%	27
2024 Q2	$1.05M	Buy	4,107 +250	+6%	+$66.3K	0.67%	31
2024 Q1	$1.09M	Buy	3,857 +351	+10%	+$102K	0.79%	31
2023 Q4	$1.04M	Buy	3,506 +16	+0.5%	+$4.36K	0.81%	31
2023 Q3	$919K	Buy	3,490 +221	+7%	+$63K	0.82%	34
2023 Q2	$976K	Buy	3,269 +724	+28%	+$210K	0.83%	34
2023 Q1	$712K	Buy	2,545 +93	+4%	+$24.9K	0.68%	37
2022 Q4	$646K	Buy	+2,452	New	+$647K	0.7%	40

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

Olistico Wealth's MCD Position: Q2 2026 in Review

Olistico Wealth held its McDonald's (MCD) position steady in Q2 2026 at 4,729 shares worth $1.28M. The position accounts for 0.55% of the portfolio, ranked #43.

Olistico Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Olistico Wealth held 4,729 shares of McDonald's worth $1.28M as of Q2 2026.
Olistico Wealth left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.55% of Olistico Wealth's portfolio in Q2 2026, its #43 holding.
Olistico Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's McDonald's position peaked at $1.47M in Q1 2026.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.