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Rise Advisors’s McDonald's MCD Stock Holding History

Rise 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 		$488K Buy
1,804
+36
+2% +$10.3K 0.14% 54
2026
Q1 		$543K Sell
1,768
-90
-5% -$28.7K 0.19% 45
2025
Q4 		$568K Sell
1,858
-155
-8% -$47.5K 0.2% 45
2025
Q3 		$612K Buy
2,013
+47
+2% +$14.3K 0.22% 38
2025
Q2 		$574K Sell
1,966
-103
-5% -$31.8K 0.23% 37
2025
Q1 		$646K Buy
2,069
+240
+13% +$71.8K 0.29% 31
2024
Q4 		$530K Sell
1,829
-194
-10% -$57.8K 0.26% 37
2024
Q3 		$616K Buy
2,023
+51
+3% +$14.1K 0.3% 32
2024
Q2 		$503K Buy
1,972
+24
+1% +$6.37K 0.27% 37
2024
Q1 		$549K Buy
1,948
+443
+29% +$129K 0.29% 31
2023
Q4 		$446K Buy
1,505
+180
+14% +$49K 0.31% 28
2023
Q3 		$349K Buy
1,325
+89
+7% +$25.4K 0.28% 31
2023
Q2 		$369K Sell
1,236
-86
-7% -$25K 0.29% 38
2023
Q1 		$370K Buy
1,322
+167
+14% +$44.7K 0.28% 41
2022
Q4 		$305K Buy
1,155
+45
+4% +$11.9K 0.24% 48
2022
Q3 		$256K Buy
1,110
+30
+3% +$7.67K 0.21% 55
2022
Q2 		$267K Buy
1,080
+123
+13% +$30.3K 0.27% 49
2022
Q1 		$237K Buy
957
+222
+30% +$55.3K 0.21% 59
2021
Q4 		$197K Buy
+735
New +$186K 0.19% 64

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

Rise Advisors's MCD Position: Q2 2026 in Review

Rise Advisors increased its McDonald's (MCD) stake by 2% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,804 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #54.

Rise Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Rise Advisors held 1,804 shares of McDonald's worth $488K as of Q2 2026.
  • Rise Advisors bought 36 McDonald's shares in Q2 2026, an estimated $10.3K.
  • McDonald's made up 0.14% of Rise Advisors's portfolio in Q2 2026, its #54 holding.
  • Rise Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's McDonald's position peaked at $646K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.