Safir Wealth Advisors’s McDonald's MCD Stock Holding History

Safir Wealth 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	–	Sell	-715	Closed	-$222K	–	19
2026 Q1	$222K	Hold	715	–	–	0.16%	18
2025 Q4	$219K	Hold	715	–	–	0.15%	14
2025 Q3	$217K	Sell	715 -208	-23%	-$63.3K	0.15%	13
2025 Q2	$270K	Hold	923	–	–	0.2%	12
2025 Q1	$288K	Buy	923 +208	+29%	+$62.2K	0.23%	12
2024 Q4	$207K	Hold	715	–	–	0.16%	16
2024 Q3	$218K	Buy	+715	New	+$197K	0.17%	16
2024 Q2	–	Sell	-715	Closed	-$202K	–	17
2024 Q1	$202K	Hold	715	–	–	0.17%	17
2023 Q4	$212K	Buy	+715	New	+$195K	0.19%	15
2023 Q3	–	Sell	-715	Closed	-$213K	–	16
2023 Q2	$213K	Buy	+715	New	+$208K	0.2%	16

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

Safir Wealth Advisors's MCD Position: Q2 2026 in Review

Safir Wealth Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 715 shares — an estimated $222K sold.

Safir Wealth Advisors first reported a position in MCD in Q2 2023 and held it in 10 quarters. The position peaked at $288K in Q1 2025. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Safir Wealth Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Safir Wealth Advisors sold 715 McDonald's shares in Q2 2026, an estimated $222K.
Safir Wealth Advisors first reported a position in McDonald's in Q2 2023 and held it in 10 quarters.
Safir Wealth Advisors's McDonald's position peaked at $288K in Q1 2025.
715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.