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One Charles Private Wealth Services’s McDonald's MCD Stock Holding History

One Charles Private Wealth Services’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 		$440K Sell
1,628
-236
-13% -$67.7K 0.1% 103
2026
Q1 		$579K Hold
1,864
– – 0.14% 80
2025
Q4 		$570K Sell
1,864
-2
-0.1% -$613 0.15% 82
2025
Q3 		$567K Buy
1,866
+9
+0.5% +$2.74K 0.15% 80
2025
Q2 		$543K Sell
1,857
-205
-10% -$63.2K 0.15% 77
2025
Q1 		$644K Buy
2,062
+183
+10% +$54.7K 0.21% 63
2024
Q4 		$545K Sell
1,879
-9
-0.5% -$2.68K 0.18% 73
2024
Q3 		$575K Sell
1,888
-52
-3% -$14.3K 0.22% 71
2024
Q2 		$494K Hold
1,940
– – 0.21% 76
2024
Q1 		$547K Buy
1,940
+99
+5% +$28.8K 0.24% 71
2023
Q4 		$546K Sell
1,841
-56
-3% -$15.2K 0.29% 69
2023
Q3 		$500K Buy
1,897
+1
+0.1% +$285 0.29% 62
2023
Q2 		$566K Sell
1,896
-69
-4% -$20K 0.33% 58
2023
Q1 		$549K Hold
1,965
– – 0.34% 55
2022
Q4 		$518K Sell
1,965
-82
-4% -$21.6K 0.34% 51
2022
Q3 		$472K Buy
2,047
+1
+0% +$256 0.31% 55
2022
Q2 		$517K Sell
2,046
-72
-3% -$17.7K 0.35% 53
2022
Q1 		$524K Hold
2,118
– – 0.33% 55
2021
Q4 		$568K Buy
2,118
+8
+0.4% +$2.02K 0.32% 52
2021
Q3 		$509K Buy
2,110
+1
+0% +$239 0.29% 53
2021
Q2 		$487K Buy
+2,109
New +$491K 0.33% 57
2020
Q3 		– Sell
-2,118
Closed -$432K – 62
2020
Q2 		$432K Buy
+2,118
New +$388K 0.22% 50

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

One Charles Private Wealth Services's MCD Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $67.7K and leaving 1,628 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #103.

One Charles Private Wealth Services first reported a position in MCD in Q2 2020 and has held it in 22 quarters since. The position peaked at $644K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • One Charles Private Wealth Services held 1,628 shares of McDonald's worth $440K as of Q2 2026.
  • One Charles Private Wealth Services sold 236 McDonald's shares in Q2 2026, an estimated $67.7K.
  • McDonald's made up 0.1% of One Charles Private Wealth Services's portfolio in Q2 2026, its #103 holding.
  • One Charles Private Wealth Services first reported a position in McDonald's in Q2 2020 and has held it in 22 quarters since.
  • One Charles Private Wealth Services's McDonald's position peaked at $644K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.