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Riversedge Advisors’s McDonald's MCD Stock Holding History

Riversedge 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 		$629K Buy
2,328
+38
+2% +$10.9K 0.08% 93
2026
Q1 		$712K Buy
2,290
+129
+6% +$41.1K 0.12% 69
2025
Q4 		$660K Sell
2,161
-159
-7% -$48.7K 0.11% 63
2025
Q3 		$705K Buy
2,320
+181
+8% +$55.1K 0.12% 61
2025
Q2 		$625K Buy
2,139
+101
+5% +$31.1K 0.12% 54
2025
Q1 		$637K Buy
2,038
+265
+15% +$79.3K 0.14% 57
2024
Q4 		$514K Buy
1,773
+87
+5% +$25.9K 0.12% 60
2024
Q3 		$513K Buy
1,686
+33
+2% +$9.1K 0.12% 53
2024
Q2 		$421K Sell
1,653
-347
-17% -$92.1K 0.1% 58
2024
Q1 		$564K Buy
2,000
+63
+3% +$18.3K 0.14% 49
2023
Q4 		$574K Buy
1,937
+306
+19% +$83.3K 0.16% 44
2023
Q3 		$430K Buy
1,631
+14
+0.9% +$3.99K 0.13% 50
2023
Q2 		$483K Buy
1,617
+6
+0.4% +$1.74K 0.13% 45
2023
Q1 		$450K Buy
1,611
+307
+24% +$82.2K 0.13% 53
2022
Q4 		$344K Sell
1,304
-36
-3% -$9.5K 0.11% 55
2022
Q3 		$309K Buy
1,340
+36
+3% +$9.2K 0.11% 62
2022
Q2 		$322K Sell
1,304
-168
-11% -$41.4K 0.12% 56
2022
Q1 		$364K Hold
1,472
– – 0.12% 52
2021
Q4 		$395K Buy
1,472
+178
+14% +$44.9K 0.13% 52
2021
Q3 		$312K Sell
1,294
-36
-3% -$8.59K 0.11% 50
2021
Q2 		$307K Hold
1,330
– – 0.11% 41
2021
Q1 		$298K Hold
1,330
– – 0.13% 38
2020
Q4 		$285K Hold
1,330
– – 0.13% 37
2020
Q3 		$292K Hold
1,330
– – 0.15% 36
2020
Q2 		$245K Buy
+1,330
New +$244K 0.14% 37

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Riversedge Advisors's MCD Position: Q2 2026 in Review

Riversedge Advisors increased its McDonald's (MCD) stake by 1.7% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,328 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #93.

Riversedge Advisors first reported a position in MCD in Q2 2020 and has held it in 25 quarters since. The position peaked at $712K in Q1 2026. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Riversedge Advisors held 2,328 shares of McDonald's worth $629K as of Q2 2026.
  • Riversedge Advisors bought 38 McDonald's shares in Q2 2026, an estimated $10.9K.
  • McDonald's made up 0.08% of Riversedge Advisors's portfolio in Q2 2026, its #93 holding.
  • Riversedge Advisors first reported a position in McDonald's in Q2 2020 and has held it in 25 quarters since.
  • Riversedge Advisors's McDonald's position peaked at $712K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.