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Segment Wealth Management’s McDonald's MCD Stock Holding History

Segment 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 		$15.6M Buy
57,577
+1,112
+2% +$319K 0.81% 43
2026
Q1 		$17.5M Buy
56,465
+1,239
+2% +$395K 1.03% 30
2025
Q4 		$16.9M Buy
55,226
+376
+0.7% +$115K 0.98% 33
2025
Q3 		$16.7M Buy
54,850
+392
+0.7% +$119K 1% 35
2025
Q2 		$15.9M Sell
54,458
-214
-0.4% -$66K 1.01% 35
2025
Q1 		$17.1M Buy
54,672
+937
+2% +$280K 1.16% 25
2024
Q4 		$15.6M Sell
53,735
-101
-0.2% -$30.1K 1.06% 29
2024
Q3 		$16.4M Buy
53,836
+2,229
+4% +$614K 1.13% 31
2024
Q2 		$13.2M Buy
51,607
+2,230
+5% +$592K 0.97% 38
2024
Q1 		$13.9M Buy
49,377
+1,812
+4% +$527K 1.06% 32
2023
Q4 		$14.1M Buy
47,565
+1,859
+4% +$506K 1.25% 21
2023
Q3 		$12M Buy
45,706
+1,092
+2% +$311K 1.22% 25
2023
Q2 		$13.3M Sell
44,614
-952
-2% -$277K 1.37% 13
2023
Q1 		$12.7M Buy
45,566
+482
+1% +$129K 1.44% 13
2022
Q4 		$11.9M Buy
45,084
+134
+0.3% +$35.4K 1.38% 18
2022
Q3 		$10.4M Buy
44,950
+1,558
+4% +$398K 1.3% 19
2022
Q2 		$10.7M Buy
43,392
+1,701
+4% +$419K 1.36% 18
2022
Q1 		$10.3M Buy
41,691
+2,588
+7% +$645K 1.06% 33
2021
Q4 		$10.5M Buy
39,103
+855
+2% +$216K 1.1% 26
2021
Q3 		$9.22M Buy
38,248
+1,079
+3% +$258K 1.09% 31
2021
Q2 		$8.59M Buy
37,169
+1,332
+4% +$310K 1.02% 38
2021
Q1 		$8.03M Buy
35,837
+1,147
+3% +$245K 1.07% 34
2020
Q4 		$7.44M Sell
34,690
-1,438
-4% -$313K 1.07% 31
2020
Q3 		$7.93M Sell
36,128
-10
-0% -$2.05K 1.29% 19
2020
Q2 		$6.67M Sell
36,138
-40
-0.1% -$7.33K 1.23% 23
2020
Q1 		$5.98M Buy
36,178
+931
+3% +$183K 1.33% 20
2019
Q4 		$6.96M Buy
35,247
+1,367
+4% +$271K 1.18% 19
2019
Q3 		$7.27M Buy
33,880
+472
+1% +$101K 1.42% 12
2019
Q2 		$6.94M Buy
33,408
+458
+1% +$90.7K 1.41% 13
2019
Q1 		$6.26M Buy
32,950
+601
+2% +$109K 1.33% 14
2018
Q4 		$5.74M Buy
32,349
+101
+0.3% +$17.9K 1.45% 13
2018
Q3 		$5.39M Buy
32,248
+746
+2% +$120K 1.18% 17
2018
Q2 		$4.94M Buy
31,502
+296
+0.9% +$48K 1.16% 18
2018
Q1 		$4.88M Buy
31,206
+1,154
+4% +$190K 1.21% 18
2017
Q4 		$5.17M Buy
30,052
+807
+3% +$136K 1.25% 17
2017
Q3 		$4.58M Buy
29,245
+933
+3% +$146K 1.22% 17
2017
Q2 		$4.34M Buy
28,312
+2,543
+10% +$368K 1.19% 18
2017
Q1 		$3.34M Buy
25,769
+418
+2% +$52.5K 1.09% 23
2016
Q4 		$3.09M Buy
25,351
+311
+1% +$36.5K 1.13% 24
2016
Q3 		$2.89M Sell
25,040
-790
-3% -$93.6K 1.14% 26
2016
Q2 		$3.11M Sell
25,830
-2,898
-10% -$363K 1.28% 25
2016
Q1 		$3.61M Buy
28,728
+324
+1% +$38.7K 1.35% 22
2015
Q4 		$3.36M Sell
28,404
-617
-2% -$69K 1.27% 24
2015
Q3 		$2.86M Buy
29,021
+1,793
+7% +$175K 1.09% 34
2015
Q2 		$2.59M Buy
27,228
+62
+0.2% +$6K 0.9% 41
2015
Q1 		$2.65M Buy
27,166
+5,114
+23% +$485K 0.88% 40
2014
Q4 		$2.07M Buy
22,052
+1,703
+8% +$159K 0.79% 48
2014
Q3 		$1.93M Buy
20,349
+1,440
+8% +$137K 0.74% 48
2014
Q2 		$1.91M Buy
18,909
+1,280
+7% +$129K 0.74% 42
2014
Q1 		$1.73M Buy
17,629
+3,313
+23% +$317K 0.8% 48
2013
Q4 		$1.39M Buy
14,316
+967
+7% +$92.9K 0.69% 54
2013
Q3 		$1.28M Buy
13,349
+732
+6% +$71.5K 0.7% 44
2013
Q2 		$1.25M Buy
+12,617
New +$1.26M 0.75% 42

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

Segment Wealth Management's MCD Position: Q2 2026 in Review

Segment Wealth Management increased its McDonald's (MCD) stake by 2% in Q2 2026, buying an estimated $319K and bringing the position to 57,577 shares worth $15.6M. The position accounts for 0.81% of the portfolio, ranked #43.

Segment Wealth Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.5M in Q1 2026. 806 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Segment Wealth Management held 57,577 shares of McDonald's worth $15.6M as of Q2 2026.
  • Segment Wealth Management bought 1,112 McDonald's shares in Q2 2026, an estimated $319K.
  • McDonald's made up 0.81% of Segment Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Segment Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Segment Wealth Management's McDonald's position peaked at $17.5M in Q1 2026.
  • 806 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.