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Wealth Group’s McDonald's MCD Stock Holding History

Wealth Group’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 		$5.54M Buy
20,476
+14,127
+223% +$4.05M 1.38% 19
2026
Q1 		$1.97M Sell
6,349
-9
-0.1% -$2.87K 1.84% 13
2025
Q4 		$1.94M Buy
+6,358
New +$1.95M 1.89% 12
2025
Q2 		$2.24M Sell
7,655
-2,587
-25% -$798K 2.22% 13
2025
Q1 		$3.2M Buy
10,242
+108
+1% +$32.3K 2.07% 12
2024
Q4 		$2.94M Buy
10,134
+61
+0.6% +$18.2K 1.9% 10
2024
Q3 		$3.07M Sell
10,073
-61
-0.6% -$16.8K 2.06% 9
2024
Q2 		$2.58M Sell
10,134
-61
-0.6% -$16.2K 1.85% 11
2024
Q1 		$2.87M Buy
+10,195
New +$2.96M 2.17% 10

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Group's MCD Position: Q2 2026 in Review

Wealth Group increased its McDonald's (MCD) stake by 223% in Q2 2026, buying an estimated $4.05M and bringing the position to 20,476 shares worth $5.54M. The position accounts for 1.38% of the portfolio, ranked #19.

Wealth Group first reported a position in MCD in Q1 2024 and has held it in 9 quarters since. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealth Group held 20,476 shares of McDonald's worth $5.54M as of Q2 2026.
  • Wealth Group bought 14,127 McDonald's shares in Q2 2026, an estimated $4.05M.
  • McDonald's made up 1.38% of Wealth Group's portfolio in Q2 2026, its #19 holding.
  • Wealth Group first reported a position in McDonald's in Q1 2024 and has held it in 9 quarters since.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.