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Optas LLC’s McDonald's MCD Stock Holding History

Optas LLC’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 		$589K Sell
2,178
-478
-18% -$137K 0.08% 151
2026
Q1 		$825K Sell
2,656
-19
-0.7% -$6.05K 0.12% 96
2025
Q4 		$818K Buy
2,675
+945
+55% +$289K 0.13% 99
2025
Q3 		$526K Buy
1,730
+130
+8% +$39.6K 0.09% 141
2025
Q2 		$467K Sell
1,600
-289
-15% -$89.1K 0.09% 142
2025
Q1 		$590K Buy
1,889
+355
+23% +$106K 0.1% 104
2024
Q4 		$445K Buy
1,534
+120
+8% +$35.8K 0.1% 126
2024
Q3 		$431K Buy
1,414
+76
+6% +$20.9K 0.1% 128
2024
Q2 		$341K Sell
1,338
-33
-2% -$8.76K 0.09% 127
2024
Q1 		$387K Buy
1,371
+8
+0.6% +$2.33K 0.11% 115
2023
Q4 		$404K Buy
1,363
+10
+0.7% +$2.72K 0.12% 102
2023
Q3 		$356K Buy
1,353
+30
+2% +$8.56K 0.12% 103
2023
Q2 		$395K Sell
1,323
-16
-1% -$4.65K 0.13% 101
2023
Q1 		$374K Buy
1,339
+86
+7% +$23K 0.13% 102
2022
Q4 		$330K Buy
1,253
+24
+2% +$6.33K 0.14% 98
2022
Q3 		$283K Sell
1,229
-21
-2% -$5.37K 0.12% 104
2022
Q2 		$309K Buy
1,250
+155
+14% +$38.2K 0.13% 106
2022
Q1 		$270K Buy
1,095
+19
+2% +$4.73K 0.09% 119
2021
Q4 		$288K Buy
1,076
+13
+1% +$3.28K 0.08% 118
2021
Q3 		$256K Buy
1,063
+126
+13% +$30.1K 0.07% 121
2021
Q2 		$217K Buy
937
+26
+3% +$6.05K 0.06% 134
2021
Q1 		$204K Buy
+911
New +$195K 0.06% 131
2020
Q4 		– Sell
-1,657
Closed -$364K – 160
2020
Q3 		$364K Buy
+1,657
New +$340K 0.11% 114

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Optas LLC's MCD Position: Q2 2026 in Review

Optas LLC reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $137K and leaving 2,178 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #151.

Optas LLC first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. The position peaked at $825K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Optas LLC held 2,178 shares of McDonald's worth $589K as of Q2 2026.
  • Optas LLC sold 478 McDonald's shares in Q2 2026, an estimated $137K.
  • McDonald's made up 0.08% of Optas LLC's portfolio in Q2 2026, its #151 holding.
  • Optas LLC first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • Optas LLC's McDonald's position peaked at $825K in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.