Unique Wealth’s McDonald's MCD Stock Holding History

Unique 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	$923K	Sell	3,414 -82	-2%	-$23.5K	0.11%	99
2026 Q1	$1.09M	Buy	3,496 +11	+0.3%	+$3.5K	0.15%	81
2025 Q4	$1.07M	Sell	3,485 -2	-0.1%	-$613	0.15%	89
2025 Q3	$1.06M	Buy	3,487 +2	+0.1%	+$609	0.16%	87
2025 Q2	$1.02M	Buy	3,485 +2	+0.1%	+$617	0.16%	81
2025 Q1	$1.09M	Buy	3,483 +13	+0.4%	+$3.89K	0.21%	76
2024 Q4	$1.01M	Buy	3,470 +112	+3%	+$33.4K	0.21%	68
2024 Q3	$1.02M	Sell	3,358 -3	-0.1%	-$827	0.23%	62
2024 Q2	$856K	Buy	3,361 +112	+3%	+$29.7K	0.22%	52
2024 Q1	$916K	Hold	3,249	–	–	0.26%	47
2023 Q4	$963K	Buy	3,249 +38	+1%	+$10.3K	0.31%	34
2023 Q3	$846K	Hold	3,211	–	–	0.35%	34
2023 Q2	$958K	Buy	3,211 +16	+0.5%	+$4.65K	0.42%	27
2023 Q1	$893K	Sell	3,195 -6	-0.2%	-$1.61K	0.43%	22
2022 Q4	$843K	Buy	+3,201	New	+$844K	0.45%	23

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Unique Wealth's MCD Position: Q2 2026 in Review

Unique Wealth reduced its McDonald's (MCD) stake by 2.3% in Q2 2026, selling an estimated $23.5K and leaving 3,414 shares worth $923K. The position accounts for 0.11% of the portfolio, ranked #99.

Unique Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Unique Wealth held 3,414 shares of McDonald's worth $923K as of Q2 2026.
Unique Wealth sold 82 McDonald's shares in Q2 2026, an estimated $23.5K.
McDonald's made up 0.11% of Unique Wealth's portfolio in Q2 2026, its #99 holding.
Unique Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Unique Wealth's McDonald's position peaked at $1.09M in Q1 2025.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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