Prestige Wealth Management Group’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 | $1.15M | Buy |
4,263
+1,255
| +42% | +$360K | 0.21% | 68 |
|
|
2026
Q1 | $935K | Sell |
3,008
-21
| -0.7% | -$6.69K | 0.18% | 70 |
|
|
2025
Q4 | $926K | Buy |
3,029
+90
| +3% | +$27.6K | 0.18% | 69 |
|
|
2025
Q3 | $893K | Buy |
2,939
+57
| +2% | +$17.3K | 0.17% | 66 |
|
|
2025
Q2 | $842K | Sell |
2,882
-5
| -0.2% | -$1.54K | 0.17% | 67 |
|
|
2025
Q1 | $902K | Buy |
2,887
+16
| +0.6% | +$4.79K | 0.19% | 64 |
|
|
2024
Q4 | $832K | Buy |
2,871
+111
| +4% | +$33.1K | 0.17% | 66 |
|
|
2024
Q3 | $840K | Sell |
2,760
-16
| -0.6% | -$4.41K | 0.17% | 69 |
|
|
2024
Q2 | $708K | Sell |
2,776
-501
| -15% | -$133K | 0.15% | 66 |
|
|
2024
Q1 | $924K | Sell |
3,277
-67
| -2% | -$19.5K | 0.2% | 63 |
|
|
2023
Q4 | $992K | Buy |
3,344
+70
| +2% | +$19.1K | 0.23% | 56 |
|
|
2023
Q3 | $863K | Buy |
3,274
+178
| +6% | +$50.8K | 0.21% | 53 |
|
|
2023
Q2 | $924K | Sell |
3,096
-187
| -6% | -$54.3K | 0.22% | 55 |
|
|
2023
Q1 | $918K | Sell |
3,283
-2,098
| -39% | -$562K | 0.23% | 55 |
|
|
2022
Q4 | $1.42M | Buy |
5,381
+2,356
| +78% | +$622K | 0.37% | 43 |
|
|
2022
Q3 | $698K | Sell |
3,025
-351
| -10% | -$89.7K | 0.2% | 54 |
|
|
2022
Q2 | $833K | Buy |
3,376
+289
| +9% | +$71.2K | 0.23% | 50 |
|
|
2022
Q1 | $763K | Buy |
3,087
+35
| +1% | +$8.72K | 0.19% | 61 |
|
|
2021
Q4 | $818K | Buy |
3,052
+23
| +0.8% | +$5.81K | 0.2% | 59 |
|
|
2021
Q3 | $730K | Buy |
3,029
+746
| +33% | +$178K | 0.19% | 57 |
|
|
2021
Q2 | $527K | Sell |
2,283
-624
| -21% | -$145K | 0.14% | 63 |
|
|
2021
Q1 | $652K | Sell |
2,907
-34
| -1% | -$7.27K | 0.18% | 54 |
|
|
2020
Q4 | $631K | Buy |
2,941
+55
| +2% | +$12K | 0.17% | 62 |
|
|
2020
Q3 | $634K | Buy |
2,886
+374
| +15% | +$76.8K | 0.19% | 60 |
|
|
2020
Q2 | $463K | Buy |
2,512
+621
| +33% | +$114K | 0.16% | 60 |
|
|
2020
Q1 | $312K | Sell |
1,891
-99
| -5% | -$19.5K | 0.13% | 66 |
|
|
2019
Q4 | $393K | Buy |
1,990
+52
| +3% | +$10.3K | 0.22% | 72 |
|
|
2019
Q3 | $416K | Buy |
1,938
+172
| +10% | +$36.9K | 0.24% | 64 |
|
|
2019
Q2 | $367K | Buy |
1,766
+648
| +58% | +$128K | 0.22% | 71 |
|
|
2019
Q1 | $212K | Buy |
1,118
+34
| +3% | +$6.17K | 0.13% | 108 |
|
|
2018
Q4 | $192K | Buy |
+1,084
| New | +$192K | 0.14% | 112 |
|
Other funds holding MCD
Prestige Wealth Management Group's MCD Position: Q2 2026 in Review
Prestige Wealth Management Group increased its McDonald's (MCD) stake by 42% in Q2 2026, buying an estimated $360K and bringing the position to 4,263 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #68.
Prestige Wealth Management Group first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.42M in Q4 2022. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Prestige Wealth Management Group held 4,263 shares of McDonald's worth $1.15M as of Q2 2026.
- Prestige Wealth Management Group bought 1,255 McDonald's shares in Q2 2026, an estimated $360K.
- McDonald's made up 0.21% of Prestige Wealth Management Group's portfolio in Q2 2026, its #68 holding.
- Prestige Wealth Management Group first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Prestige Wealth Management Group's McDonald's position peaked at $1.42M in Q4 2022.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.