Private Wealth Advisors (California)’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 | – | Sell |
-663
| Closed | -$206K | – | 104 |
|
|
2026
Q1 | $206K | Sell |
663
-41
| -6% | -$13.1K | 0.06% | 95 |
|
|
2025
Q4 | $215K | Sell |
704
-44
| -6% | -$13.5K | 0.07% | 87 |
|
|
2025
Q3 | $227K | Buy |
748
+5
| +0.7% | +$1.52K | 0.08% | 81 |
|
|
2025
Q2 | $217K | Sell |
743
-2
| -0.3% | -$617 | 0.08% | 82 |
|
|
2025
Q1 | $233K | Buy |
745
+4
| +0.5% | +$1.2K | 0.08% | 79 |
|
|
2024
Q4 | $215K | Buy |
741
+4
| +0.5% | +$1.19K | 0.08% | 84 |
|
|
2024
Q3 | $223K | Buy |
+737
| New | +$203K | 0.09% | 74 |
|
|
2024
Q2 | – | Sell |
-756
| Closed | -$213K | – | 83 |
|
|
2024
Q1 | $213K | Sell |
756
-1
| -0.1% | -$291 | 0.09% | 73 |
|
|
2023
Q4 | $224K | Sell |
757
-402
| -35% | -$109K | 0.09% | 68 |
|
|
2023
Q3 | $305K | Sell |
1,159
-9
| -0.8% | -$2.57K | 0.13% | 66 |
|
|
2023
Q2 | $349K | Buy |
1,168
+6
| +0.5% | +$1.74K | 0.14% | 63 |
|
|
2023
Q1 | $325K | Sell |
1,162
-3
| -0.3% | -$804 | 0.14% | 65 |
|
|
2022
Q4 | $307K | Sell |
1,165
-5
| -0.4% | -$1.32K | 0.1% | 72 |
|
|
2022
Q3 | $270K | Buy |
1,170
+6
| +0.5% | +$1.53K | 0.13% | 60 |
|
|
2022
Q2 | $302K | Buy |
1,164
+7
| +0.6% | +$1.72K | 0.11% | 62 |
|
|
2022
Q1 | $286K | Sell |
1,157
-43
| -4% | -$10.7K | 0.09% | 70 |
|
|
2021
Q4 | $322K | Buy |
1,200
+6
| +0.5% | +$1.51K | 0.07% | 78 |
|
|
2021
Q3 | $298K | Buy |
1,194
+7
| +0.6% | +$1.67K | 0.07% | 94 |
|
|
2021
Q2 | $274K | Buy |
1,187
+6
| +0.5% | +$1.4K | 0.08% | 79 |
|
|
2021
Q1 | $265K | Buy |
1,181
+7
| +0.6% | +$1.5K | 0.09% | 75 |
|
|
2020
Q4 | $249K | Buy |
1,174
+7
| +0.6% | +$1.52K | 0.09% | 65 |
|
|
2020
Q3 | $256K | Buy |
1,167
+6
| +0.5% | +$1.23K | 0.13% | 53 |
|
|
2020
Q2 | $214K | Buy |
+1,161
| New | +$213K | 0.15% | 48 |
|
|
2020
Q1 | – | Sell |
-1,146
| Closed | -$226K | – | 69 |
|
|
2019
Q4 | $226K | Sell |
1,146
-392
| -25% | -$77.8K | 0.13% | 73 |
|
|
2019
Q3 | $330K | Sell |
1,538
-111
| -7% | -$23.8K | 0.22% | 51 |
|
|
2019
Q2 | $313K | Hold |
1,649
| – | – | 0.21% | 49 |
|
|
2019
Q1 | $313K | Buy |
1,649
+9
| +0.5% | +$1.63K | 0.21% | 49 |
|
|
2018
Q4 | $291K | Buy |
+1,640
| New | +$291K | 0.24% | 46 |
|
Other funds holding MCD
Private Wealth Advisors (California)'s MCD Position: Q2 2026 in Review
Private Wealth Advisors (California) sold out of McDonald's (MCD) in Q2 2026, closing a stake of 663 shares — an estimated $206K sold.
Private Wealth Advisors (California) first reported a position in MCD in Q4 2018 and held it in 28 quarters. The position peaked at $349K in Q2 2023. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Private Wealth Advisors (California) reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
- Private Wealth Advisors (California) sold 663 McDonald's shares in Q2 2026, an estimated $206K.
- Private Wealth Advisors (California) first reported a position in McDonald's in Q4 2018 and held it in 28 quarters.
- Private Wealth Advisors (California)'s McDonald's position peaked at $349K in Q2 2023.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.