Wealth Architects’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 | $815K | Buy |
3,015
+17
| +0.6% | +$4.88K | 0.06% | 122 |
|
|
2026
Q1 | $932K | Buy |
2,998
+2
| +0.1% | +$637 | 0.08% | 107 |
|
|
2025
Q4 | $916K | Buy |
2,996
+6
| +0.2% | +$1.84K | 0.08% | 106 |
|
|
2025
Q3 | $909K | Sell |
2,990
-8
| -0.3% | -$2.44K | 0.09% | 107 |
|
|
2025
Q2 | $876K | Sell |
2,998
-2
| -0.1% | -$617 | 0.09% | 104 |
|
|
2025
Q1 | $937K | Buy |
3,000
+1,640
| +121% | +$491K | 0.1% | 94 |
|
|
2024
Q4 | $394K | Buy |
1,360
+208
| +18% | +$62K | 0.04% | 145 |
|
|
2024
Q3 | $351K | Sell |
1,152
-145
| -11% | -$40K | 0.04% | 153 |
|
|
2024
Q2 | $331K | Sell |
1,297
-300
| -19% | -$79.6K | 0.04% | 152 |
|
|
2024
Q1 | $450K | Sell |
1,597
-6
| -0.4% | -$1.75K | 0.06% | 127 |
|
|
2023
Q4 | $475K | Buy |
1,603
+216
| +16% | +$58.8K | 0.07% | 117 |
|
|
2023
Q3 | $365K | Sell |
1,387
-1
| -0.1% | -$285 | 0.06% | 131 |
|
|
2023
Q2 | $414K | Sell |
1,388
-52
| -4% | -$15.1K | 0.07% | 129 |
|
|
2023
Q1 | $403K | Buy |
1,440
+1
| +0.1% | +$268 | 0.07% | 121 |
|
|
2022
Q4 | $379K | Sell |
1,439
-3
| -0.2% | -$791 | 0.07% | 118 |
|
|
2022
Q3 | $333K | Sell |
1,442
-122
| -8% | -$31.2K | 0.07% | 122 |
|
|
2022
Q2 | $386K | Buy |
1,564
+58
| +4% | +$14.3K | 0.08% | 119 |
|
|
2022
Q1 | $372K | Sell |
1,506
-121
| -7% | -$30.1K | 0.06% | 135 |
|
|
2021
Q4 | $436K | Sell |
1,627
-60
| -4% | -$15.1K | 0.08% | 121 |
|
|
2021
Q3 | $407K | Buy |
1,687
+95
| +6% | +$22.7K | 0.08% | 116 |
|
|
2021
Q2 | $368K | Buy |
1,592
+66
| +4% | +$15.4K | 0.07% | 117 |
|
|
2021
Q1 | $342K | Buy |
1,526
+61
| +4% | +$13K | 0.07% | 111 |
|
|
2020
Q4 | $314K | Buy |
1,465
+5
| +0.3% | +$1.09K | 0.07% | 110 |
|
|
2020
Q3 | $320K | Sell |
1,460
-299
| -17% | -$61.4K | 0.09% | 105 |
|
|
2020
Q2 | $324K | Buy |
1,759
+525
| +43% | +$96.3K | 0.09% | 103 |
|
|
2020
Q1 | $204K | Buy |
1,234
+26
| +2% | +$5.12K | 0.07% | 116 |
|
|
2019
Q4 | $239K | Sell |
1,208
-8
| -0.7% | -$1.59K | 0.07% | 115 |
|
|
2019
Q3 | $261K | Sell |
1,216
-33
| -3% | -$7.08K | 0.08% | 105 |
|
|
2019
Q2 | $259K | Sell |
1,249
-129
| -9% | -$25.6K | 0.08% | 109 |
|
|
2019
Q1 | $262K | Sell |
1,378
-21
| -2% | -$3.81K | 0.08% | 104 |
|
|
2018
Q4 | $248K | Sell |
1,399
-548
| -28% | -$97.2K | 0.09% | 99 |
|
|
2018
Q3 | $326K | Buy |
+1,947
| New | +$312K | 0.1% | 92 |
|
Other funds holding MCD
Wealth Architects's MCD Position: Q2 2026 in Review
Wealth Architects increased its McDonald's (MCD) stake by 0.57% in Q2 2026, buying an estimated $4.88K and bringing the position to 3,015 shares worth $815K. The position accounts for 0.06% of the portfolio, ranked #122.
Wealth Architects first reported a position in MCD in Q3 2018 and has held it in 32 quarters since. The position peaked at $937K in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Wealth Architects held 3,015 shares of McDonald's worth $815K as of Q2 2026.
- Wealth Architects bought 17 McDonald's shares in Q2 2026, an estimated $4.88K.
- McDonald's made up 0.06% of Wealth Architects's portfolio in Q2 2026, its #122 holding.
- Wealth Architects first reported a position in McDonald's in Q3 2018 and has held it in 32 quarters since.
- Wealth Architects's McDonald's position peaked at $937K in Q1 2025.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.