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QTR Family Wealth’s McDonald's MCD Stock Holding History

QTR Family Wealth’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 		$265K Sell
982
-27
-3% -$7.74K 0.09% 246
2026
Q1 		$306K Sell
1,009
-31
-3% -$9.88K 0.13% 191
2025
Q4 		$339K Buy
1,040
+215
+26% +$65.9K 0.15% 159
2025
Q3 		$251K Buy
825
+111
+16% +$33.8K 0.12% 197
2025
Q2 		$209K Buy
+714
New +$220K 0.13% 172

Other funds holding MCD

Swedbank
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

QTR Family Wealth's MCD Position: Q2 2026 in Review

QTR Family Wealth reduced its McDonald's (MCD) stake by 2.7% in Q2 2026, selling an estimated $7.74K and leaving 982 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #246.

QTR Family Wealth first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $339K in Q4 2025. 1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • QTR Family Wealth held 982 shares of McDonald's worth $265K as of Q2 2026.
  • QTR Family Wealth sold 27 McDonald's shares in Q2 2026, an estimated $7.74K.
  • McDonald's made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #246 holding.
  • QTR Family Wealth first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's McDonald's position peaked at $339K in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.