Precedent Wealth Partners’s McDonald's MCD Stock Holding History

Precedent Wealth Partners’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	$2.76M	Buy	10,221 +1,773	+21%	+$508K	0.46%	63
2026 Q1	$2.63M	Buy	8,448 +393	+5%	+$125K	0.53%	60
2025 Q4	$2.46M	Buy	8,055 +496	+7%	+$152K	0.52%	63
2025 Q3	$2.3M	Buy	7,559 +416	+6%	+$127K	0.51%	59
2025 Q2	$2.09M	Buy	7,143 +610	+9%	+$188K	0.51%	58
2025 Q1	$2.04M	Buy	6,533 +783	+14%	+$234K	0.57%	53
2024 Q4	$1.67M	Buy	5,750 +34	+0.6%	+$10.1K	0.54%	46
2024 Q3	$1.74M	Buy	5,716 +438	+8%	+$121K	0.57%	39
2024 Q2	$1.34M	Buy	5,278 +280	+6%	+$74.3K	0.54%	45
2024 Q1	$1.41M	Buy	4,998 +307	+7%	+$89.3K	0.61%	38
2023 Q4	$1.39M	Buy	+4,691	New	+$1.28M	0.71%	30

Other funds holding MCD

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Precedent Wealth Partners's MCD Position: Q2 2026 in Review

Precedent Wealth Partners increased its McDonald's (MCD) stake by 21% in Q2 2026, buying an estimated $508K and bringing the position to 10,221 shares worth $2.76M. The position accounts for 0.46% of the portfolio, ranked #63.

Precedent Wealth Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. 1,165 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Precedent Wealth Partners held 10,221 shares of McDonald's worth $2.76M as of Q2 2026.
Precedent Wealth Partners bought 1,773 McDonald's shares in Q2 2026, an estimated $508K.
McDonald's made up 0.46% of Precedent Wealth Partners's portfolio in Q2 2026, its #63 holding.
Precedent Wealth Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
1,165 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.