Waldron Private Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Buy |
7,591
+302
| +4% | +$86.6K | 0.07% | 98 |
|
|
2026
Q1 | $2.27M | Sell |
7,289
-39
| -0.5% | -$12.4K | 0.09% | 87 |
|
|
2025
Q4 | $2.24M | Sell |
7,328
-268
| -4% | -$82.1K | 0.09% | 85 |
|
|
2025
Q3 | $2.31M | Buy |
7,596
+540
| +8% | +$164K | 0.09% | 87 |
|
|
2025
Q2 | $2.06M | Sell |
7,056
-298
| -4% | -$91.9K | 0.09% | 87 |
|
|
2025
Q1 | $2.3M | Sell |
7,354
-5,128
| -41% | -$1.53M | 0.11% | 80 |
|
|
2024
Q4 | $3.62M | Buy |
12,482
+466
| +4% | +$139K | 0.15% | 81 |
|
|
2024
Q3 | $3.66M | Buy |
12,016
+117
| +1% | +$32.2K | 0.15% | 77 |
|
|
2024
Q2 | $3.03M | Sell |
11,899
-186
| -2% | -$49.3K | 0.14% | 78 |
|
|
2024
Q1 | $3.41M | Buy |
12,085
+232
| +2% | +$67.5K | 0.15% | 77 |
|
|
2023
Q4 | $3.51M | Sell |
11,853
-295
| -2% | -$80.3K | 0.17% | 69 |
|
|
2023
Q3 | $3.2M | Sell |
12,148
-148
| -1% | -$42.2K | 0.17% | 78 |
|
|
2023
Q2 | $3.67M | Sell |
12,296
-3,576
| -23% | -$1.04M | 0.18% | 72 |
|
|
2023
Q1 | $4.44M | Buy |
15,872
+872
| +6% | +$234K | 0.22% | 60 |
|
|
2022
Q4 | $3.46M | Hold |
15,000
| – | – | 0.22% | 70 |
|
|
2022
Q3 | $3.46M | Sell |
15,000
-148
| -1% | -$37.8K | 0.22% | 70 |
|
|
2022
Q2 | $3.74M | Buy |
15,148
+691
| +5% | +$170K | 0.21% | 70 |
|
|
2022
Q1 | $3.57M | Buy |
14,457
+163
| +1% | +$40.6K | 0.18% | 77 |
|
|
2021
Q4 | $3.83M | Buy |
14,294
+3,945
| +38% | +$996K | 0.19% | 76 |
|
|
2021
Q3 | $2.5M | Buy |
10,349
+1,962
| +23% | +$468K | 0.15% | 90 |
|
|
2021
Q2 | $1.94M | Buy |
8,387
+161
| +2% | +$37.5K | 0.12% | 101 |
|
|
2021
Q1 | $1.84M | Sell |
8,226
-16
| -0.2% | -$3.42K | 0.13% | 94 |
|
|
2020
Q4 | $1.77M | Buy |
8,242
+14
| +0.2% | +$3.04K | 0.13% | 95 |
|
|
2020
Q3 | $1.8M | Buy |
8,228
+551
| +7% | +$113K | 0.15% | 86 |
|
|
2020
Q2 | $1.42M | Buy |
7,677
+244
| +3% | +$44.7K | 0.13% | 91 |
|
|
2020
Q1 | $1.23M | Sell |
7,433
-3,175
| -30% | -$626K | 0.13% | 91 |
|
|
2019
Q4 | $2.1M | Sell |
10,608
-64
| -0.6% | -$12.7K | 0.19% | 69 |
|
|
2019
Q3 | $2.29M | Buy |
10,672
+4,150
| +64% | +$890K | 0.23% | 63 |
|
|
2019
Q2 | $1.35M | Sell |
6,522
-546
| -8% | -$108K | 0.14% | 69 |
|
|
2019
Q1 | $1.34M | Buy |
7,068
+1,981
| +39% | +$360K | 0.15% | 73 |
|
|
2018
Q4 | $903K | Buy |
5,087
+3,657
| +256% | +$649K | 0.13% | 80 |
|
|
2018
Q3 | $239K | Buy |
+1,430
| New | +$229K | 0.05% | 165 |
|
|
2017
Q2 | – | Sell |
-2,010
| Closed | -$260K | – | 182 |
|
|
2017
Q1 | $260K | Buy |
+2,010
| New | +$252K | 0.07% | 180 |
|
|
2016
Q3 | – | Sell |
-2,255
| Closed | -$271K | – | 158 |
|
|
2016
Q2 | $271K | Buy |
+2,255
| New | +$282K | 0.1% | 113 |
|
Other funds holding MCD
Waldron Private Wealth's MCD Position: Q2 2026 in Review
Waldron Private Wealth increased its McDonald's (MCD) stake by 4.1% in Q2 2026, buying an estimated $86.6K and bringing the position to 7,591 shares worth $2.05M. The position accounts for 0.07% of the portfolio, ranked #98.
Waldron Private Wealth first reported a position in MCD in Q2 2016 and has held it in 34 quarters since. The position peaked at $4.44M in Q1 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Waldron Private Wealth held 7,591 shares of McDonald's worth $2.05M as of Q2 2026.
- Waldron Private Wealth bought 302 McDonald's shares in Q2 2026, an estimated $86.6K.
- McDonald's made up 0.07% of Waldron Private Wealth's portfolio in Q2 2026, its #98 holding.
- Waldron Private Wealth first reported a position in McDonald's in Q2 2016 and has held it in 34 quarters since.
- Waldron Private Wealth's McDonald's position peaked at $4.44M in Q1 2023.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.