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Onyx Bridge Wealth Group’s McDonald's MCD Stock Holding History

Onyx Bridge Wealth Group’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 		$368K Sell
1,361
-49
-3% -$14.1K 0.03% 284
2026
Q1 		$438K Buy
1,410
+76
+6% +$24.2K 0.05% 237
2025
Q4 		$408K Sell
1,334
-12
-0.9% -$3.67K 0.04% 244
2025
Q3 		$409K Buy
1,346
+217
+19% +$66K 0.04% 246
2025
Q2 		$330K Sell
1,129
-57
-5% -$17.6K 0.04% 218
2025
Q1 		$371K Buy
1,186
+104
+10% +$31.1K 0.05% 188
2024
Q4 		$314K Sell
1,082
-45
-4% -$13.4K 0.05% 208
2024
Q3 		$343K Buy
1,127
+3
+0.3% +$827 0.05% 201
2024
Q2 		$286K Sell
1,124
-53
-5% -$14.1K 0.05% 204
2024
Q1 		$322K Sell
1,177
-61
-5% -$17.7K 0.06% 191
2023
Q4 		$367K Buy
1,238
+171
+16% +$46.5K 0.07% 166
2023
Q3 		$281K Buy
1,067
+132
+14% +$37.6K 0.07% 184
2023
Q2 		$279K Buy
935
+72
+8% +$20.9K 0.07% 179
2023
Q1 		$241K Sell
863
-92
-10% -$24.6K 0.1% 149
2022
Q4 		$257K Sell
955
-34
-3% -$8.97K 0.1% 136
2022
Q3 		$234K Sell
989
-54
-5% -$13.8K 0.11% 134
2022
Q2 		$265K Sell
1,043
-341
-25% -$84K 0.12% 116
2022
Q1 		$342K Buy
1,384
+135
+11% +$33.6K 0.13% 87
2021
Q4 		$336K Buy
1,249
+58
+5% +$14.6K 0.11% 100
2021
Q3 		$289K Buy
1,191
+19
+2% +$4.54K 0.11% 100
2021
Q2 		$275K Buy
+1,172
New +$273K 0.12% 89

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Onyx Bridge Wealth Group's MCD Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its McDonald's (MCD) stake by 3.5% in Q2 2026, selling an estimated $14.1K and leaving 1,361 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #284.

Onyx Bridge Wealth Group first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $438K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,361 shares of McDonald's worth $368K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 49 McDonald's shares in Q2 2026, an estimated $14.1K.
  • McDonald's made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #284 holding.
  • Onyx Bridge Wealth Group first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • Onyx Bridge Wealth Group's McDonald's position peaked at $438K in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.