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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
2022
Q2 		– Sell
-300
Closed -$74K – 245
2022
Q1 		$74K Hold
300
– – 0.01% 251
2021
Q4 		$80K Hold
300
– – 0.01% 251
2021
Q3 		$72K Hold
300
– – 0.01% 219
2021
Q2 		$69K Hold
300
– – 0.01% 226
2021
Q1 		$67K Buy
+300
New +$64.2K 0.01% 220

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

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. 818 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.
  • 818 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.