Traveka Wealth’s McDonald's MCD Stock Holding History

Traveka Wealth’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	$510K	Buy	1,887 +230	+14%	+$66K	0.17%	93
2026 Q1	$515K	Sell	1,657 -36	-2%	-$11.5K	0.2%	85
2025 Q4	$517K	Sell	1,693 -11	-0.6%	-$3.37K	0.21%	84
2025 Q3	$518K	Sell	1,704 -24	-1%	-$7.3K	0.23%	74
2025 Q2	$505K	Sell	1,728 -10	-0.6%	-$3.08K	0.27%	65
2025 Q1	$543K	Buy	1,738 +10	+0.6%	+$2.99K	0.3%	59
2024 Q4	$501K	Buy	1,728 +382	+28%	+$114K	0.28%	63
2024 Q3	$410K	Buy	1,346 +33	+3%	+$9.1K	0.21%	69
2024 Q2	$335K	Buy	1,313 +34	+3%	+$9.02K	0.16%	76
2024 Q1	$361K	Buy	1,279 +14	+1%	+$4.07K	0.17%	70
2023 Q4	$375K	Buy	+1,265	New	+$344K	0.19%	70

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Traveka Wealth's MCD Position: Q2 2026 in Review

Traveka Wealth increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $66K and bringing the position to 1,887 shares worth $510K. The position accounts for 0.17% of the portfolio, ranked #93.

Traveka Wealth first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q1 2025. 1,783 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Traveka Wealth held 1,887 shares of McDonald's worth $510K as of Q2 2026.
Traveka Wealth bought 230 McDonald's shares in Q2 2026, an estimated $66K.
McDonald's made up 0.17% of Traveka Wealth's portfolio in Q2 2026, its #93 holding.
Traveka Wealth first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's McDonald's position peaked at $543K in Q1 2025.
1,783 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.