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Retirement Wealth Solutions’s McDonald's MCD Stock Holding History

Retirement Wealth Solutions’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 		$103K Sell
381
-33
-8% -$9.46K 0.06% 71
2026
Q1 		$129K Sell
414
-65
-14% -$20.7K 0.08% 58
2025
Q4 		$146K Buy
479
+1
+0.2% +$306 0.09% 56
2025
Q3 		$145K Buy
478
+1
+0.2% +$304 0.1% 56
2025
Q2 		$139K Buy
477
+1
+0.2% +$308 0.1% 54
2025
Q1 		$149K Buy
476
+2
+0.4% +$598 0.12% 47
2024
Q4 		$134K Buy
+474
New +$141K 0.11% 52

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

Retirement Wealth Solutions's MCD Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its McDonald's (MCD) stake by 8% in Q2 2026, selling an estimated $9.46K and leaving 381 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #71.

Retirement Wealth Solutions first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $149K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Retirement Wealth Solutions held 381 shares of McDonald's worth $103K as of Q2 2026.
  • Retirement Wealth Solutions sold 33 McDonald's shares in Q2 2026, an estimated $9.46K.
  • McDonald's made up 0.06% of Retirement Wealth Solutions's portfolio in Q2 2026, its #71 holding.
  • Retirement Wealth Solutions first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's McDonald's position peaked at $149K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.