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Robertson Stephens Wealth Management’s McDonald's MCD Stock Holding History

Robertson Stephens Wealth Management’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 		$2.41M Sell
8,912
-80
-0.9% -$22.9K 0.06% 198
2026
Q1 		$2.79M Sell
8,992
-947
-10% -$302K 0.08% 173
2025
Q4 		$3.04M Buy
9,939
+325
+3% +$99.5K 0.08% 164
2025
Q3 		$2.92M Buy
9,614
+54
+0.6% +$16.4K 0.09% 142
2025
Q2 		$2.79M Sell
9,560
-496
-5% -$153K 0.09% 151
2025
Q1 		$3.14M Sell
10,056
-408
-4% -$122K 0.11% 154
2024
Q4 		$3.03M Buy
10,464
+88
+0.8% +$26.2K 0.11% 159
2024
Q3 		$3.16M Buy
10,376
+261
+3% +$71.9K 0.11% 150
2024
Q2 		$2.58M Sell
10,115
-199
-2% -$52.8K 0.13% 127
2024
Q1 		$2.91M Sell
10,314
-4,625
-31% -$1.35M 0.15% 114
2023
Q4 		$4.43M Sell
14,939
-8,757
-37% -$2.38M 0.27% 63
2023
Q3 		$6.24M Buy
23,696
+7,711
+48% +$2.2M 0.42% 46
2023
Q2 		$4.77M Sell
15,985
-9,159
-36% -$2.66M 0.34% 67
2023
Q1 		$7.03M Buy
25,144
+18,157
+260% +$4.86M 0.54% 37
2022
Q4 		$1.84M Buy
6,987
+19
+0.3% +$5.01K 0.18% 115
2022
Q3 		$1.61M Buy
6,968
+2
+0% +$511 0.17% 109
2022
Q2 		$1.72M Buy
6,966
+35
+0.5% +$8.62K 0.16% 114
2022
Q1 		$1.71M Buy
6,931
+1,366
+25% +$340K 0.14% 129
2021
Q4 		$1.49M Buy
5,565
+686
+14% +$173K 0.13% 139
2021
Q3 		$1.18M Sell
4,879
-77
-2% -$18.4K 0.13% 102
2021
Q2 		$1.14M Sell
4,956
-911
-16% -$212K 0.14% 111
2021
Q1 		$1.31M Buy
5,867
+3,362
+134% +$719K 0.21% 85
2020
Q4 		$537K Hold
2,505
– – 0.11% 132
2020
Q3 		$549K Buy
2,505
+781
+45% +$160K 0.13% 124
2020
Q2 		$318K Sell
1,724
-1,000
-37% -$183K 0.09% 138
2020
Q1 		$450K Buy
2,724
+975
+56% +$192K 0.15% 110
2019
Q4 		$345K Buy
1,749
+349
+25% +$69.2K 0.17% 81
2019
Q3 		$301K Buy
+1,400
New +$300K 0.15% 94

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Robertson Stephens Wealth Management's MCD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its McDonald's (MCD) stake by 0.89% in Q2 2026, selling an estimated $22.9K and leaving 8,912 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #198.

Robertson Stephens Wealth Management first reported a position in MCD in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.03M in Q1 2023. 1,629 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,912 shares of McDonald's worth $2.41M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 80 McDonald's shares in Q2 2026, an estimated $22.9K.
  • McDonald's made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Robertson Stephens Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's McDonald's position peaked at $7.03M in Q1 2023.
  • 1,629 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.