Platform Wealth Management’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$443K Buy
+1,639
New +$470K 0.16% 47
2025
Q4
$508K Buy
+1,662
New +$509K 0.14% 46

Other funds holding MCD

Platform Wealth Management's MCD Position: Q2 2026 in Review

Platform Wealth Management opened a new position in McDonald's (MCD) in Q2 2026: 1,639 shares worth $443K. The stake represents 0.16% of the portfolio and ranks #47 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in MCD as recently as Q4 2025.

Platform Wealth Management first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. The position peaked at $508K in Q4 2025. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Platform Wealth Management held 1,639 shares of McDonald's worth $443K as of Q2 2026.
  • McDonald's was a new Platform Wealth Management position in Q2 2026.
  • McDonald's made up 0.16% of Platform Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Platform Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's McDonald's position peaked at $508K in Q4 2025.
  • 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.