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Richwood Investment Advisors’s McDonald's MCD Stock Holding History

Richwood Investment Advisors’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 		$1.03M Sell
3,800
-100
-3% -$28.7K 0.72% 28
2026
Q1 		$1.21M Buy
3,900
+75
+2% +$23.9K 0.93% 22
2025
Q4 		$1.25M Sell
3,825
-200
-5% -$61.3K 0.9% 22
2025
Q3 		$1.22M Sell
4,025
-40
-1% -$12.2K 0.96% 23
2025
Q2 		$1.19M Hold
4,065
– – 0.98% 23
2025
Q1 		$1.27M Sell
4,065
-135
-3% -$40.4K 1.08% 21
2024
Q4 		$1.22M Buy
4,200
+90
+2% +$26.8K 1.02% 20
2024
Q3 		$1.25M Sell
4,110
-810
-16% -$223K 1.04% 23
2024
Q2 		$1.25M Buy
4,920
+60
+1% +$15.9K 1.1% 23
2024
Q1 		$1.37M Buy
4,860
+50
+1% +$14.5K 1.22% 16
2023
Q4 		$1.43M Buy
4,810
+135
+3% +$36.7K 1.34% 15
2023
Q3 		$1.23M Sell
4,675
-25
-0.5% -$7.13K 1.26% 17
2023
Q2 		$1.4M Buy
4,700
+62
+1% +$18K 1.37% 15
2023
Q1 		$1.3M Hold
4,638
– – 1.29% 16
2022
Q4 		$1.22M Buy
4,638
+40
+0.9% +$10.6K 1.23% 19
2022
Q3 		$1.06M Hold
4,598
– – 1.16% 20
2022
Q2 		$1.14M Buy
4,598
+58
+1% +$14.3K 1.15% 21
2022
Q1 		$1.12M Buy
4,540
+750
+20% +$187K 1% 20
2021
Q4 		$1.02M Buy
+3,790
New +$957K 0.89% 23

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Richwood Investment Advisors's MCD Position: Q2 2026 in Review

Richwood Investment Advisors reduced its McDonald's (MCD) stake by 2.6% in Q2 2026, selling an estimated $28.7K and leaving 3,800 shares worth $1.03M. The position accounts for 0.72% of the portfolio, ranked #28.

Richwood Investment Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Richwood Investment Advisors held 3,800 shares of McDonald's worth $1.03M as of Q2 2026.
  • Richwood Investment Advisors sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.72% of Richwood Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Richwood Investment Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's McDonald's position peaked at $1.43M in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.