Omnia Family Wealth’s McDonald's MCD Stock Holding History

Omnia Family 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	$510K	Sell	1,886 -57	-3%	-$16.3K	0.14%	44
2026 Q1	$604K	Sell	1,943 -309	-14%	-$98.4K	0.19%	35
2025 Q4	$688K	Sell	2,252 -49	-2%	-$15K	0.2%	38
2025 Q3	$699K	Buy	2,301 +146	+7%	+$44.4K	0.23%	38
2025 Q2	$630K	Buy	2,155 +22	+1%	+$6.78K	0.23%	39
2025 Q1	$666K	Buy	2,133 +178	+9%	+$53.2K	0.28%	34
2024 Q4	$567K	Buy	1,955 +41	+2%	+$12.2K	0.23%	36
2024 Q3	$583K	Buy	1,914 +109	+6%	+$30K	0.25%	36
2024 Q2	$460K	Sell	1,805 -13	-0.7%	-$3.45K	0.19%	43
2024 Q1	$513K	Buy	1,818 +149	+9%	+$43.3K	0.24%	38
2023 Q4	$495K	Hold	1,669	–	–	0.25%	37
2023 Q3	$440K	Hold	1,669	–	–	0.27%	41
2023 Q2	$498K	Hold	1,669	–	–	0.34%	33
2023 Q1	$467K	Hold	1,669	–	–	0.36%	35
2022 Q4	$440K	Sell	1,669 -13	-0.8%	-$3.43K	0.36%	37
2022 Q3	$388K	Hold	1,682	–	–	0.32%	37
2022 Q2	$415K	Buy	1,682 +25	+2%	+$6.16K	0.31%	39
2022 Q1	$410K	Hold	1,657	–	–	0.27%	47
2021 Q4	$444K	Hold	1,657	–	–	0.27%	48
2021 Q3	$400K	Sell	1,657 -38	-2%	-$9.07K	0.28%	46
2021 Q2	$392K	Buy	1,695 +38	+2%	+$8.84K	0.25%	49
2021 Q1	$371K	Hold	1,657	–	–	0.28%	50
2020 Q4	$356K	Hold	1,657	–	–	0.32%	52
2020 Q3	$364K	Hold	1,657	–	–	0.35%	47
2020 Q2	$306K	Sell	1,657 -960	-37%	-$176K	0.3%	52
2020 Q1	$433K	Hold	2,617	–	–	0.45%	40
2019 Q4	$517K	Buy	2,617 +30	+1%	+$5.95K	0.24%	53
2019 Q3	$555K	Hold	2,587	–	–	0.41%	41
2019 Q2	$537K	Sell	2,587 -289	-10%	-$57.2K	0.27%	45
2019 Q1	$546K	Sell	2,876 -87	-3%	-$15.8K	0.27%	43
2018 Q4	$526K	Hold	2,963	–	–	0.28%	43
2018 Q3	$496K	Hold	2,963	–	–	0.23%	47
2018 Q2	$464K	Hold	2,963	–	–	0.22%	47
2018 Q1	$463K	Hold	2,963	–	–	0.21%	44
2017 Q4	$510K	Sell	2,963 -91	-3%	-$15.3K	0.23%	41
2017 Q3	$478K	Buy	3,054 +1	+0%	+$157	0.23%	42
2017 Q2	$468K	Sell	3,053 -953	-24%	-$138K	0.22%	41
2017 Q1	$519K	Buy	4,006 +7	+0.2%	+$878	0.25%	40
2016 Q4	$487K	Buy	+3,999	New	+$469K	0.24%	43

Other funds holding MCD

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

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Omnia Family Wealth's MCD Position: Q2 2026 in Review

Omnia Family Wealth reduced its McDonald's (MCD) stake by 2.9% in Q2 2026, selling an estimated $16.3K and leaving 1,886 shares worth $510K. The position accounts for 0.14% of the portfolio, ranked #44.

Omnia Family Wealth first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $699K in Q3 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Omnia Family Wealth held 1,886 shares of McDonald's worth $510K as of Q2 2026.
Omnia Family Wealth sold 57 McDonald's shares in Q2 2026, an estimated $16.3K.
McDonald's made up 0.14% of Omnia Family Wealth's portfolio in Q2 2026, its #44 holding.
Omnia Family Wealth first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
Omnia Family Wealth's McDonald's position peaked at $699K in Q3 2025.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.