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Purus Wealth Management’s McDonald's MCD Stock Holding History

Purus Wealth Management’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 		$243K Sell
900
-29
-3% -$8.32K 0.07% 153
2026
Q1 		$289K Sell
929
-2
-0.2% -$637 0.09% 120
2025
Q4 		$285K Buy
931
+27
+3% +$8.27K 0.09% 113
2025
Q3 		$275K Buy
904
+114
+14% +$34.7K 0.09% 113
2025
Q2 		$231K Buy
+790
New +$244K 0.08% 127

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Purus Wealth Management's MCD Position: Q2 2026 in Review

Purus Wealth Management reduced its McDonald's (MCD) stake by 3.1% in Q2 2026, selling an estimated $8.32K and leaving 900 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #153.

Purus Wealth Management first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Purus Wealth Management held 900 shares of McDonald's worth $243K as of Q2 2026.
  • Purus Wealth Management sold 29 McDonald's shares in Q2 2026, an estimated $8.32K.
  • McDonald's made up 0.07% of Purus Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Purus Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Purus Wealth Management's McDonald's position peaked at $289K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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