Ritholtz Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.34M | Buy |
19,769
+98
| +0.5% | +$28.1K | 0.08% | 169 |
|
|
2026
Q1 | $6.11M | Buy |
19,671
+1,698
| +9% | +$541K | 0.11% | 124 |
|
|
2025
Q4 | $5.49M | Buy |
17,973
+1,824
| +11% | +$559K | 0.1% | 129 |
|
|
2025
Q3 | $4.91M | Buy |
16,149
+1,280
| +9% | +$390K | 0.1% | 134 |
|
|
2025
Q2 | $4.34M | Buy |
14,869
+1,344
| +10% | +$414K | 0.1% | 131 |
|
|
2025
Q1 | $4.22M | Buy |
13,525
+275
| +2% | +$82.3K | 0.13% | 112 |
|
|
2024
Q4 | $3.84M | Buy |
13,250
+832
| +7% | +$248K | 0.11% | 109 |
|
|
2024
Q3 | $3.78M | Sell |
12,418
-149
| -1% | -$41.1K | 0.11% | 119 |
|
|
2024
Q2 | $3.2M | Sell |
12,567
-2,916
| -19% | -$774K | 0.11% | 127 |
|
|
2024
Q1 | $4.37M | Buy |
15,483
+647
| +4% | +$188K | 0.15% | 90 |
|
|
2023
Q4 | $4.4M | Sell |
14,836
-1,948
| -12% | -$530K | 0.17% | 70 |
|
|
2023
Q3 | $4.42M | Sell |
16,784
-677
| -4% | -$193K | 0.2% | 65 |
|
|
2023
Q2 | $5.21M | Sell |
17,461
-1,495
| -8% | -$434K | 0.23% | 56 |
|
|
2023
Q1 | $5.3M | Buy |
18,956
+676
| +4% | +$181K | 0.26% | 52 |
|
|
2022
Q4 | $4.82M | Buy |
18,280
+3,905
| +27% | +$1.03M | 0.27% | 58 |
|
|
2022
Q3 | $3.32M | Buy |
14,375
+6,341
| +79% | +$1.62M | 0.18% | 77 |
|
|
2022
Q2 | $1.98M | Buy |
8,034
+1,258
| +19% | +$310K | 0.12% | 91 |
|
|
2022
Q1 | $1.68M | Sell |
6,776
-657
| -9% | -$164K | 0.11% | 110 |
|
|
2021
Q4 | $1.99M | Buy |
7,433
+648
| +10% | +$164K | 0.12% | 82 |
|
|
2021
Q3 | $1.64M | Buy |
6,785
+569
| +9% | +$136K | 0.11% | 88 |
|
|
2021
Q2 | $1.44M | Buy |
6,216
+1,740
| +39% | +$405K | 0.1% | 93 |
|
|
2021
Q1 | $1M | Buy |
4,476
+183
| +4% | +$39.1K | 0.08% | 110 |
|
|
2020
Q4 | $921K | Buy |
4,293
+525
| +14% | +$114K | 0.09% | 98 |
|
|
2020
Q3 | $827K | Buy |
3,768
+719
| +24% | +$148K | 0.09% | 89 |
|
|
2020
Q2 | $562K | Buy |
3,049
+1,403
| +85% | +$257K | 0.07% | 106 |
|
|
2020
Q1 | $272K | Sell |
1,646
-776
| -32% | -$153K | 0.04% | 114 |
|
|
2019
Q4 | $479K | Buy |
2,422
+272
| +13% | +$54K | 0.07% | 84 |
|
|
2019
Q3 | $462K | Buy |
2,150
+178
| +9% | +$38.2K | 0.08% | 77 |
|
|
2019
Q2 | $410K | Buy |
+1,972
| New | +$391K | 0.07% | 82 |
|
|
2018
Q2 | – | Sell |
-1,721
| Closed | -$269K | – | 117 |
|
|
2018
Q1 | $269K | Sell |
1,721
-610
| -26% | -$100K | 0.08% | 89 |
|
|
2017
Q4 | $401K | Buy |
2,331
+364
| +19% | +$61.1K | 0.12% | 74 |
|
|
2017
Q3 | $308K | Sell |
1,967
-55
| -3% | -$8.62K | 0.12% | 54 |
|
|
2017
Q2 | $310K | Buy |
+2,022
| New | +$292K | 0.13% | 51 |
|
|
2016
Q4 | $238K | Buy |
+1,952
| New | +$229K | 0.12% | 62 |
|
Other funds holding MCD
Ritholtz Wealth Management's MCD Position: Q2 2026 in Review
Ritholtz Wealth Management increased its McDonald's (MCD) stake by 0.5% in Q2 2026, buying an estimated $28.1K and bringing the position to 19,769 shares worth $5.34M. The position accounts for 0.08% of the portfolio, ranked #169.
Ritholtz Wealth Management first reported a position in MCD in Q4 2016 and has held it in 34 quarters since. The position peaked at $6.11M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Ritholtz Wealth Management held 19,769 shares of McDonald's worth $5.34M as of Q2 2026.
- Ritholtz Wealth Management bought 98 McDonald's shares in Q2 2026, an estimated $28.1K.
- McDonald's made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #169 holding.
- Ritholtz Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 34 quarters since.
- Ritholtz Wealth Management's McDonald's position peaked at $6.11M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.