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Waterfront Wealth’s McDonald's MCD Stock Holding History

Waterfront 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 		$1.61M Buy
5,851
+147
+3% +$42.2K 0.25% 113
2026
Q1 		$1.77M Buy
5,704
+230
+4% +$73.3K 0.33% 97
2025
Q4 		$1.71M Sell
5,474
-13
-0.2% -$3.98K 0.33% 94
2025
Q3 		$1.7M Buy
5,487
+5
+0.1% +$1.52K 0.35% 83
2025
Q2 		$1.6M Sell
5,482
-95
-2% -$29.3K 0.36% 76
2025
Q1 		$1.74M Sell
5,577
-22
-0.4% -$6.58K 0.42% 63
2024
Q4 		$1.62M Buy
5,599
+105
+2% +$31.3K 0.4% 72
2024
Q3 		$1.64M Buy
5,494
+161
+3% +$44.4K 0.4% 74
2024
Q2 		$1.36M Buy
5,333
+3,291
+161% +$873K 0.37% 78
2024
Q1 		$558K Buy
2,042
+24
+1% +$6.98K 0.16% 169
2023
Q4 		$598K Hold
2,018
– – 0.18% 156
2023
Q3 		$515K Hold
2,018
– – 0.17% 157
2023
Q2 		$591K Hold
2,018
– – 0.18% 157
2023
Q1 		$564K Sell
2,018
-23
-1% -$6.16K 0.18% 152
2022
Q4 		$556K Sell
2,041
-177
-8% -$46.7K 0.19% 154
2022
Q3 		$591K Buy
2,218
+25
+1% +$6.39K 0.22% 134
2022
Q2 		$541K Sell
2,193
-1
-0% -$246 0.22% 131
2022
Q1 		$556K Sell
2,194
-4
-0.2% -$996 0.2% 118
2021
Q4 		$589K Sell
2,198
-25
-1% -$6.31K 0.23% 106
2021
Q3 		$536K Buy
2,223
+19
+0.9% +$4.54K 0.26% 94
2021
Q2 		$509K Buy
2,204
+65
+3% +$15.1K 0.24% 98
2021
Q1 		$482K Hold
2,139
– – 0.24% 98
2020
Q4 		$459K Buy
+2,139
New +$465K 0.33% 73

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
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

Waterfront Wealth's MCD Position: Q2 2026 in Review

Waterfront Wealth increased its McDonald's (MCD) stake by 2.6% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,851 shares worth $1.61M. The position accounts for 0.25% of the portfolio, ranked #113.

Waterfront Wealth first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Waterfront Wealth held 5,851 shares of McDonald's worth $1.61M as of Q2 2026.
  • Waterfront Wealth bought 147 McDonald's shares in Q2 2026, an estimated $42.2K.
  • McDonald's made up 0.25% of Waterfront Wealth's portfolio in Q2 2026, its #113 holding.
  • Waterfront Wealth first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's McDonald's position peaked at $1.77M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.