Warren Street Wealth Advisors’s McDonald's MCD Stock Holding History

Warren Street Wealth Advisors’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	$211K	Sell	780 -193	-20%	-$55.3K	0.05%	140
2026 Q1	$302K	Buy	973 +56	+6%	+$17.8K	0.08%	95
2025 Q4	$280K	Sell	917 -71	-7%	-$21.7K	0.08%	84
2025 Q3	$300K	Buy	988 +79	+9%	+$24K	0.09%	96
2025 Q2	$266K	Buy	909 +49	+6%	+$15.1K	0.09%	103
2025 Q1	$269K	Buy	+860	New	+$257K	0.1%	86
2024 Q2	–	Sell	-811	Closed	-$229K	–	101
2024 Q1	$229K	Buy	811 +57	+8%	+$16.6K	0.11%	88
2023 Q4	$224K	Buy	+754	New	+$205K	0.13%	83

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Warren Street Wealth Advisors's MCD Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its McDonald's (MCD) stake by 20% in Q2 2026, selling an estimated $55.3K and leaving 780 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #140.

Warren Street Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. The position peaked at $302K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Warren Street Wealth Advisors held 780 shares of McDonald's worth $211K as of Q2 2026.
Warren Street Wealth Advisors sold 193 McDonald's shares in Q2 2026, an estimated $55.3K.
McDonald's made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Warren Street Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
Warren Street Wealth Advisors's McDonald's position peaked at $302K in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.