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

Sax 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 		$5.24M Buy
16,849
+874
+5% +$251K 0.21% 82
2026
Q1 		$4.88M Sell
15,975
-117
-0.7% -$37.3K 0.24% 71
2025
Q4 		$4.92M Buy
16,092
+19
+0.1% +$5.82K 0.23% 74
2025
Q3 		$4.88M Sell
16,073
-870
-5% -$265K 0.26% 60
2025
Q2 		$4.95M Sell
16,943
-6,896
-29% -$2.13M 0.3% 55
2025
Q1 		$7.45M Buy
23,839
+137
+0.6% +$41K 0.53% 31
2024
Q4 		$6.87M Buy
23,702
+1,436
+6% +$428K 0.54% 28
2024
Q3 		$6.78M Buy
22,266
+18,342
+467% +$5.06M 0.6% 25
2024
Q2 		$1M Buy
3,924
+13
+0.3% +$3.45K 0.1% 88
2024
Q1 		$1.1M Buy
3,911
+1
+0% +$291 0.13% 70
2023
Q4 		$1.16M Buy
3,910
+711
+22% +$194K 0.19% 65
2023
Q3 		$843K Buy
3,199
+81
+3% +$23.1K 0.17% 78
2023
Q2 		$931K Hold
3,118
– – 0.19% 71
2023
Q1 		$872K Sell
3,118
-38
-1% -$10.2K 0.19% 71
2022
Q4 		$832K Sell
3,156
-128
-4% -$33.8K 0.19% 69
2022
Q3 		$758K Buy
3,284
+10
+0.3% +$2.56K 0.2% 71
2022
Q2 		$808K Buy
3,274
+1
+0% +$246 0.21% 72
2022
Q1 		$809K Sell
3,273
-205
-6% -$51.1K 0.2% 69
2021
Q4 		$932K Sell
3,478
-198
-5% -$50K 0.19% 72
2021
Q3 		$886K Buy
3,676
+204
+6% +$48.7K 0.21% 69
2021
Q2 		$802K Buy
3,472
+1
+0% +$233 0.28% 65
2021
Q1 		$778K Buy
3,471
+1,355
+64% +$290K 0.28% 61
2020
Q4 		$454K Buy
+2,116
New +$460K 0.21% 80

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

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

Sax Wealth Advisors increased its McDonald's (MCD) stake by 5.5% in Q2 2026, buying an estimated $251K and bringing the position to 16,849 shares worth $5.24M. The position accounts for 0.21% of the portfolio, ranked #82.

Sax Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.45M in Q1 2025. 805 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sax Wealth Advisors held 16,849 shares of McDonald's worth $5.24M as of Q2 2026.
  • Sax Wealth Advisors bought 874 McDonald's shares in Q2 2026, an estimated $251K.
  • McDonald's made up 0.21% of Sax Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Sax Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's McDonald's position peaked at $7.45M in Q1 2025.
  • 805 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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