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

Private Wealth Management Group’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	$144K	Sell	533 -20	-4%	-$5.74K	0.03%	135
2026 Q1	$172K	Sell	553 -14	-2%	-$4.46K	0.05%	92
2025 Q4	$173K	Hold	567	–	–	0.05%	91
2025 Q3	$172K	Sell	567 -18	-3%	-$5.48K	0.05%	92
2025 Q2	$171K	Sell	585 -11	-2%	-$3.39K	0.06%	87
2025 Q1	$186K	Hold	596	–	–	0.07%	83
2024 Q4	$173K	Buy	596 +18	+3%	+$5.37K	0.07%	85
2024 Q3	$176K	Buy	578 +3	+0.5%	+$827	0.07%	80
2024 Q2	$146K	Sell	575 -96	-14%	-$25.5K	0.06%	84
2024 Q1	$189K	Sell	671 -1	-0.1%	-$291	0.09%	71
2023 Q4	$199K	Buy	+672	New	+$183K	0.1%	68

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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

Private Wealth Management Group reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $5.74K and leaving 533 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #135.

Private Wealth Management Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $199K in Q4 2023. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Private Wealth Management Group held 533 shares of McDonald's worth $144K as of Q2 2026.
Private Wealth Management Group sold 20 McDonald's shares in Q2 2026, an estimated $5.74K.
McDonald's made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #135 holding.
Private Wealth Management Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's McDonald's position peaked at $199K in Q4 2023.
1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.