Shira Ridge Wealth Management’s McDonald's MCD Stock Holding History

Shira Ridge 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	–	Sell	-706	Closed	-$219K	–	86
2026 Q1	$219K	Hold	706	–	–	0.09%	73
2025 Q4	$216K	Sell	706 -28	-4%	-$8.58K	0.09%	76
2025 Q3	$223K	Buy	734 +27	+4%	+$8.22K	0.09%	79
2025 Q2	$207K	Hold	707	–	–	0.09%	80
2025 Q1	$221K	Sell	707 -6	-0.8%	-$1.79K	0.11%	70
2024 Q4	$207K	Buy	713 +46	+7%	+$13.7K	0.1%	74
2024 Q3	$203K	Buy	+667	New	+$184K	0.1%	77
2024 Q1	–	Sell	-682	Closed	-$202K	–	76
2023 Q4	$202K	Buy	+682	New	+$186K	0.12%	73
2023 Q3	–	Sell	-693	Closed	-$207K	–	69
2023 Q2	$207K	Buy	+693	New	+$201K	0.13%	63

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Shira Ridge Wealth Management's MCD Position: Q2 2026 in Review

Shira Ridge Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 706 shares — an estimated $219K sold.

Shira Ridge Wealth Management first reported a position in MCD in Q2 2023 and held it in 9 quarters. The position peaked at $223K in Q3 2025. 1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Shira Ridge Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Shira Ridge Wealth Management sold 706 McDonald's shares in Q2 2026, an estimated $219K.
Shira Ridge Wealth Management first reported a position in McDonald's in Q2 2023 and held it in 9 quarters.
Shira Ridge Wealth Management's McDonald's position peaked at $223K in Q3 2025.
1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.