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RAFFA WEALTH MANAGEMENT, LLC’s McDonald's MCD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$14.1K Sell
52
-78
-60% -$22.4K ﹤0.01% 357
2026
Q1 		$40.4K Buy
130
+23
+21% +$7.33K 0.01% 181
2025
Q4 		$32.7K Hold
107
– – 0.01% 206
2025
Q3 		$32.5K Sell
107
-88
-45% -$26.8K 0.01% 196
2025
Q2 		$57K Buy
195
+75
+63% +$23.1K 0.01% 173
2025
Q1 		$37.5K Hold
120
– – 0.01% 161
2024
Q4 		$34.8K Buy
120
+8
+7% +$2.39K 0.01% 176
2024
Q3 		$34.1K Buy
112
+15
+15% +$4.13K 0.01% 168
2024
Q2 		$24.7K Hold
97
– – 0.01% 279
2024
Q1 		$27.3K Hold
97
– – 0.01% 250
2023
Q4 		$28.8K Sell
97
-121
-56% -$32.9K 0.01% 171
2023
Q3 		$57.4K Buy
218
+15
+7% +$4.28K 0.02% 120
2023
Q2 		$60.6K Buy
203
+14
+7% +$4.07K 0.02% 119
2023
Q1 		$52.8K Hold
189
– – 0.02% 142
2022
Q4 		$49.8K Hold
189
– – 0.02% 137
2022
Q3 		$43.6K Hold
189
– – 0.02% 147
2022
Q2 		$46.7K Hold
189
– – 0.02% 143
2022
Q1 		$46.7K Sell
189
-38
-17% -$9.47K 0.02% 153
2021
Q4 		$60.9K Sell
227
-11
-5% -$2.78K 0.02% 130
2021
Q3 		$57.4K Hold
238
– – 0.02% 115
2021
Q2 		$55K Buy
238
+115
+93% +$26.8K 0.02% 128
2021
Q1 		$27.6K Buy
123
+14
+13% +$2.99K 0.01% 171
2020
Q4 		$23.4K Buy
109
+9
+9% +$1.96K 0.01% 173
2020
Q3 		$21.9K Buy
100
+30
+43% +$6.16K 0.01% 172
2020
Q2 		$12.9K Buy
70
+6
+9% +$1.1K ﹤0.01% 203
2020
Q1 		$10.6K Hold
64
– – ﹤0.01% 203
2019
Q4 		$12.6K Hold
64
– – ﹤0.01% 219
2019
Q3 		$13.7K Buy
+64
New +$13.7K ﹤0.01% 216
2019
Q2 		– Sell
-64
Closed -$12.2K – 1118
2019
Q1 		$12.2K Sell
64
-57
-47% -$10.3K ﹤0.01% 180
2018
Q4 		$21.5K Buy
121
+57
+89% +$10.1K 0.01% 175
2018
Q3 		$10.7K Hold
64
– – ﹤0.01% 216
2018
Q2 		$10K Hold
64
– – ﹤0.01% 203
2018
Q1 		$10K Buy
+64
New +$10.5K ﹤0.01% 204
2017
Q1 		– Sell
-23
Closed -$2.8K – 654
2016
Q4 		$2.8K Buy
23
+5
+28% +$586 ﹤0.01% 254
2016
Q3 		$2.08K Hold
18
– – ﹤0.01% 275
2016
Q2 		$2.17K Hold
18
– – ﹤0.01% 264
2016
Q1 		$2.26K Hold
18
– – ﹤0.01% 265
2015
Q4 		$2.13K Sell
18
-50
-74% -$5.59K ﹤0.01% 266
2015
Q3 		$6.7K Hold
68
– – ﹤0.01% 199
2015
Q2 		$6.46K Hold
68
– – ﹤0.01% 194
2015
Q1 		$6.63K Hold
68
– – ﹤0.01% 176
2014
Q4 		$6.37K Hold
68
– – ﹤0.01% 180
2014
Q3 		$6.45K Buy
+68
New +$6.49K ﹤0.01% 183
2014
Q1 		– Sell
-68
Closed -$6.37K – 535
2013
Q4 		$6.37K Buy
+68
New +$6.53K ﹤0.01% 180

Other funds holding MCD

Swedbank
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MCD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its McDonald's (MCD) stake by 60% in Q2 2026, selling an estimated $22.4K and leaving 52 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MCD in Q4 2013 and has held it in 44 quarters since. The position peaked at $60.9K in Q4 2021. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 52 shares of McDonald's worth $14.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 78 McDonald's shares in Q2 2026, an estimated $22.4K.
  • McDonald's made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #357 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in McDonald's in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's McDonald's position peaked at $60.9K in Q4 2021.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.