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Semus Wealth Partners’s McDonald's MCD Stock Holding History

Semus Wealth Partners’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 		$755K Sell
2,792
-57
-2% -$16.3K 0.36% 51
2026
Q1 		$886K Buy
2,849
+9
+0.3% +$2.87K 0.49% 43
2025
Q4 		$868K Sell
2,840
-33
-1% -$10.1K 0.47% 45
2025
Q3 		$873K Sell
2,873
-16
-0.6% -$4.87K 0.49% 45
2025
Q2 		$844K Sell
2,889
-16
-0.6% -$4.93K 0.55% 42
2025
Q1 		$908K Buy
2,905
+65
+2% +$19.4K 0.63% 36
2024
Q4 		$823K Buy
2,840
+107
+4% +$31.9K 0.55% 41
2024
Q3 		$832K Sell
2,733
-72
-3% -$19.8K 0.58% 36
2024
Q2 		$715K Buy
2,805
+129
+5% +$34.2K 0.55% 38
2024
Q1 		$755K Sell
2,676
-123
-4% -$35.8K 0.64% 36
2023
Q4 		$830K Buy
2,799
+13
+0.5% +$3.54K 0.68% 31
2023
Q3 		$734K Buy
2,786
+48
+2% +$13.7K 0.68% 33
2023
Q2 		$817K Buy
2,738
+136
+5% +$39.5K 0.75% 29
2023
Q1 		$728K Sell
2,602
-31
-1% -$8.3K 0.78% 27
2022
Q4 		$694K Buy
+2,633
New +$695K 0.84% 28

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Semus Wealth Partners's MCD Position: Q2 2026 in Review

Semus Wealth Partners reduced its McDonald's (MCD) stake by 2% in Q2 2026, selling an estimated $16.3K and leaving 2,792 shares worth $755K. The position accounts for 0.36% of the portfolio, ranked #51.

Semus Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $908K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Semus Wealth Partners held 2,792 shares of McDonald's worth $755K as of Q2 2026.
  • Semus Wealth Partners sold 57 McDonald's shares in Q2 2026, an estimated $16.3K.
  • McDonald's made up 0.36% of Semus Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • Semus Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's McDonald's position peaked at $908K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.