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

Selective 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	$264K	Buy	+988	New	+$283K	0.07%	112
2022 Q4	–	Sell	-708	Closed	-$163K	–	476
2022 Q3	$163K	Sell	708 -242	-25%	-$61.9K	0.07%	151
2022 Q2	$235K	Hold	950	–	–	0.08%	130
2022 Q1	$235K	Hold	950	–	–	0.09%	119
2021 Q4	$255K	Hold	950	–	–	0.1%	99
2021 Q3	$229K	Sell	950 -200	-17%	-$47.7K	0.12%	96
2021 Q2	$266K	Buy	1,150 +550	+92%	+$128K	0.21%	55
2021 Q1	$134K	Buy	600 +100	+20%	+$21.4K	0.12%	65
2020 Q4	$107K	Hold	500	–	–	0.07%	76
2020 Q3	$110K	Hold	500	–	–	0.09%	70
2020 Q2	$92K	Buy	+500	New	+$91.7K	0.08%	75

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

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

Selective Wealth Management opened a new position in McDonald's (MCD) in Q2 2026: 988 shares worth $264K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in MCD as recently as Q3 2022.

Selective Wealth Management first reported a position in MCD in Q2 2020 and has held it in 11 quarters since. The position peaked at $266K in Q2 2021. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Selective Wealth Management held 988 shares of McDonald's worth $264K as of Q2 2026.
McDonald's was a new Selective Wealth Management position in Q2 2026.
McDonald's made up 0.07% of Selective Wealth Management's portfolio in Q2 2026, its #112 holding.
Selective Wealth Management first reported a position in McDonald's in Q2 2020 and has held it in 11 quarters since.
Selective Wealth Management's McDonald's position peaked at $266K in Q2 2021.
715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.