Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s McDonald's MCD Stock Holding History

Wealth Enhancement Advisory Services’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 		$81.2M Buy
299,919
+46,833
+19% +$13.4M 0.14% 129
2026
Q1 		$76.4M Sell
253,086
-166,424
-40% -$53M 0.16% 121
2025
Q4 		$127M Sell
419,510
-6,853
-2% -$2.1M 0.17% 102
2025
Q3 		$126M Buy
426,363
+14,068
+3% +$4.28M 0.19% 101
2025
Q2 		$121M Buy
412,295
+689
+0.2% +$212K 0.2% 95
2025
Q1 		$129M Sell
411,606
-26,353
-6% -$7.88M 0.25% 78
2024
Q4 		$127M Buy
437,959
+72,296
+20% +$21.6M 0.24% 77
2024
Q3 		$111M Sell
365,663
-27,591
-7% -$7.6M 0.24% 80
2024
Q2 		$100M Sell
393,254
-48,080
-11% -$12.8M 0.24% 83
2024
Q1 		$124M Sell
441,334
-15,687
-3% -$4.56M 0.32% 65
2023
Q4 		$136M Buy
457,021
+15,928
+4% +$4.34M 0.39% 48
2023
Q3 		$116M Buy
441,093
+423,274
+2,375% +$121M 0.38% 55
2023
Q2 		$5.32M Sell
17,819
-44,024
-71% -$12.8M 0.06% 128
2023
Q1 		$17.3M Sell
61,843
-12,469
-17% -$3.34M 0.2% 61
2022
Q4 		$20.1M Buy
74,312
+66,149
+810% +$17.5M 0.26% 57
2022
Q3 		$1.9M Sell
8,163
-10,929
-57% -$2.79M 0.03% 175
2022
Q2 		$4.83M Sell
19,092
-10,798
-36% -$2.66M 0.07% 132
2022
Q1 		$7.38M Buy
29,890
+1,392
+5% +$347K 0.1% 103
2021
Q4 		$7.34M Sell
28,498
-5,474
-16% -$1.38M 0.11% 91
2021
Q3 		$8.03M Buy
33,972
+26,340
+345% +$6.29M 0.12% 85
2021
Q2 		$1.81M Buy
7,632
+451
+6% +$105K 0.03% 146
2021
Q1 		$1.67M Buy
7,181
+596
+9% +$127K 0.03% 148
2020
Q4 		$1.38M Sell
6,585
-2,845
-30% -$619K 0.03% 136
2020
Q3 		$2.13M Sell
9,430
-16,172
-63% -$3.32M 0.06% 115
2020
Q2 		$5.08M Buy
25,602
+22,895
+846% +$4.2M 0.15% 58
2020
Q1 		$503K Buy
+2,707
New +$533K 0.02% 186
2019
Q3 		– Sell
-11,184
Closed -$2.4M – 222
2019
Q2 		$2.4M Sell
11,184
-6,514
-37% -$1.29M 0.11% 82
2019
Q1 		$3.46M Buy
+17,698
New +$3.21M 0.2% 46
2018
Q4 		– Sell
-9,014
Closed -$1.6M – 191
2018
Q3 		$1.6M Sell
9,014
-2,263
-20% -$363K 0.1% 80
2018
Q2 		$1.8M Sell
11,277
-1,196
-10% -$194K 0.11% 74
2018
Q1 		$2.02M Sell
12,473
-1,277
-9% -$210K 0.14% 64
2017
Q4 		$2.39M Sell
13,750
-713
-5% -$120K 0.17% 68
2017
Q3 		$2.31M Buy
14,463
+8,318
+135% +$1.3M 0.19% 60
2017
Q2 		$956K Sell
6,145
-6,239
-50% -$902K 0.09% 95
2017
Q1 		$1.6M Buy
12,384
+3,791
+44% +$476K 0.17% 65
2016
Q4 		$1.05M Buy
+8,593
New +$1.01M 0.13% 87
2016
Q3 		– Sell
-12,132
Closed -$1.46M – 166
2016
Q2 		$1.46M Buy
+12,132
New +$1.52M 0.26% 57
2015
Q2 		– Sell
-14,894
Closed -$1.45M – 119
2015
Q1 		$1.45M Buy
14,894
+1,331
+10% +$126K 0.56% 33
2014
Q4 		$1.27M Buy
+13,563
New +$1.27M 0.5% 38

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's MCD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its McDonald's (MCD) stake by 19% in Q2 2026, buying an estimated $13.4M and bringing the position to 299,919 shares worth $81.2M. The position accounts for 0.14% of the portfolio, ranked #129.

Wealth Enhancement Advisory Services first reported a position in MCD in Q4 2014 and has held it in 39 quarters since. The position peaked at $136M in Q4 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 299,919 shares of McDonald's worth $81.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 46,833 McDonald's shares in Q2 2026, an estimated $13.4M.
  • McDonald's made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #129 holding.
  • Wealth Enhancement Advisory Services first reported a position in McDonald's in Q4 2014 and has held it in 39 quarters since.
  • Wealth Enhancement Advisory Services's McDonald's position peaked at $136M in Q4 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.