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Proactive Wealth Strategies’s McDonald's MCD Stock Holding History

Proactive Wealth Strategies’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 		$221K Buy
819
+4
+0.5% +$1.15K 0.04% 208
2026
Q1 		$253K Buy
+815
New +$260K 0.05% 188

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Proactive Wealth Strategies's MCD Position: Q2 2026 in Review

Proactive Wealth Strategies increased its McDonald's (MCD) stake by 0.49% in Q2 2026, buying an estimated $1.15K and bringing the position to 819 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #208.

Proactive Wealth Strategies first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $253K in Q1 2026. 2,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Proactive Wealth Strategies held 819 shares of McDonald's worth $221K as of Q2 2026.
  • Proactive Wealth Strategies bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
  • McDonald's made up 0.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #208 holding.
  • Proactive Wealth Strategies first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's McDonald's position peaked at $253K in Q1 2026.
  • 2,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.