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The Wealth Group’s McDonald's MCD Stock Holding History

The Wealth Group’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
-653
Closed -$203K – 94
2026
Q1 		$203K Buy
+653
New +$208K 0.05% 86

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

The Wealth Group's MCD Position: Q2 2026 in Review

The Wealth Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 653 shares — an estimated $203K sold.

The Wealth Group first reported a position in MCD in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • The Wealth Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • The Wealth Group sold 653 McDonald's shares in Q2 2026, an estimated $203K.
  • The Wealth Group first reported a position in McDonald's in Q1 2026 and held it in 1 quarter.
  • The Wealth Group's McDonald's position peaked at $203K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.