Paragon Private Wealth Management’s McDonald's MCD Stock Holding History

Paragon Private Wealth Management’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	$1.12M	Sell	4,132 -209	-5%	-$59.9K	0.29%	91
2026 Q1	$1.35M	Buy	4,341 +240	+6%	+$76.5K	0.42%	66
2025 Q4	$1.25M	Sell	4,101 -33	-0.8%	-$10.1K	0.38%	68
2025 Q3	$1.26M	Buy	4,134 +388	+10%	+$118K	0.41%	69
2025 Q2	$1.09M	Buy	3,746 +228	+6%	+$70.3K	0.44%	66
2025 Q1	$1.1M	Sell	3,518 -56	-2%	-$16.8K	0.51%	59
2024 Q4	$1.04M	Buy	3,574 +383	+12%	+$114K	0.48%	58
2024 Q3	$972K	Buy	3,191 +449	+16%	+$124K	0.48%	61
2024 Q2	$699K	Sell	2,742 -114	-4%	-$30.2K	0.39%	73
2024 Q1	$805K	Buy	2,856 +204	+8%	+$59.3K	0.48%	67
2023 Q4	$786K	Buy	2,652 +172	+7%	+$46.8K	0.55%	64
2023 Q3	$653K	Buy	2,480 +20	+0.8%	+$5.7K	0.54%	62
2023 Q2	$734K	Buy	2,460 +24	+1%	+$6.97K	0.58%	60
2023 Q1	$681K	Sell	2,436 -36	-1%	-$9.64K	0.57%	58
2022 Q4	$651K	Buy	2,472 +191	+8%	+$50.4K	0.59%	52
2022 Q3	$583K	Buy	2,281 +339	+17%	+$86.6K	0.57%	52
2022 Q2	$479K	Buy	1,942 +105	+6%	+$25.9K	0.51%	63
2022 Q1	$456K	Buy	1,837 +356	+24%	+$88.7K	0.45%	66
2021 Q4	$397K	Buy	+1,481	New	+$374K	0.35%	75

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Paragon Private Wealth Management's MCD Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its McDonald's (MCD) stake by 4.8% in Q2 2026, selling an estimated $59.9K and leaving 4,132 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #91.

Paragon Private Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q1 2026. 1,654 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Paragon Private Wealth Management held 4,132 shares of McDonald's worth $1.12M as of Q2 2026.
Paragon Private Wealth Management sold 209 McDonald's shares in Q2 2026, an estimated $59.9K.
McDonald's made up 0.29% of Paragon Private Wealth Management's portfolio in Q2 2026, its #91 holding.
Paragon Private Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Paragon Private Wealth Management's McDonald's position peaked at $1.35M in Q1 2026.
1,654 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.