Wealthcare Advisory Partners’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 | $2.47M | Sell |
9,143
-2,714
| -23% | -$778K | 0.05% | 310 |
|
|
2026
Q1 | $3.69M | Buy |
11,857
+727
| +7% | +$232K | 0.07% | 232 |
|
|
2025
Q4 | $3.4M | Buy |
11,130
+933
| +9% | +$286K | 0.07% | 243 |
|
|
2025
Q3 | $3.1M | Buy |
10,197
+1,096
| +12% | +$334K | 0.06% | 245 |
|
|
2025
Q2 | $2.66M | Sell |
9,101
-340
| -4% | -$105K | 0.06% | 268 |
|
|
2025
Q1 | $2.95M | Buy |
9,441
+256
| +3% | +$76.6K | 0.08% | 219 |
|
|
2024
Q4 | $2.66M | Sell |
9,185
-529
| -5% | -$158K | 0.07% | 216 |
|
|
2024
Q3 | $2.96M | Buy |
9,714
+361
| +4% | +$99.5K | 0.08% | 207 |
|
|
2024
Q2 | $2.38M | Sell |
9,353
-1,512
| -14% | -$401K | 0.07% | 214 |
|
|
2024
Q1 | $3.06M | Buy |
10,865
+2,140
| +25% | +$622K | 0.1% | 171 |
|
|
2023
Q4 | $2.59M | Buy |
8,725
+285
| +3% | +$77.6K | 0.1% | 164 |
|
|
2023
Q3 | $2.22M | Buy |
8,440
+67
| +0.8% | +$19.1K | 0.1% | 158 |
|
|
2023
Q2 | $2.5M | Buy |
8,373
+102
| +1% | +$29.6K | 0.11% | 155 |
|
|
2023
Q1 | $2.31M | Buy |
8,271
+100
| +1% | +$26.8K | 0.1% | 164 |
|
|
2022
Q4 | $2.15M | Buy |
8,171
+666
| +9% | +$176K | 0.1% | 153 |
|
|
2022
Q3 | $1.73M | Buy |
7,505
+786
| +12% | +$201K | 0.1% | 155 |
|
|
2022
Q2 | $1.66M | Buy |
6,719
+197
| +3% | +$48.5K | 0.1% | 134 |
|
|
2022
Q1 | $1.61M | Buy |
6,522
+309
| +5% | +$77K | 0.1% | 123 |
|
|
2021
Q4 | $1.67M | Buy |
6,213
+137
| +2% | +$34.6K | 0.1% | 122 |
|
|
2021
Q3 | $1.47M | Buy |
6,076
+660
| +12% | +$158K | 0.1% | 136 |
|
|
2021
Q2 | $1.25M | Sell |
5,416
-128
| -2% | -$29.8K | 0.08% | 158 |
|
|
2021
Q1 | $1.24M | Buy |
5,544
+158
| +3% | +$33.8K | 0.09% | 144 |
|
|
2020
Q4 | $1.16M | Buy |
5,386
+713
| +15% | +$155K | 0.1% | 126 |
|
|
2020
Q3 | $1.03M | Buy |
4,673
+49
| +1% | +$10.1K | 0.11% | 120 |
|
|
2020
Q2 | $853K | Sell |
4,624
-1,144
| -20% | -$210K | 0.11% | 116 |
|
|
2020
Q1 | $954K | Buy |
5,768
+500
| +9% | +$98.5K | 0.14% | 94 |
|
|
2019
Q4 | $1.04M | Buy |
5,268
+14
| +0.3% | +$2.78K | 0.13% | 99 |
|
|
2019
Q3 | $1.13M | Buy |
5,254
+8
| +0.2% | +$1.72K | 0.16% | 77 |
|
|
2019
Q2 | $1.09M | Sell |
5,246
-556
| -10% | -$110K | 0.17% | 75 |
|
|
2019
Q1 | $1.1M | Sell |
5,802
-96
| -2% | -$17.4K | 0.19% | 68 |
|
|
2018
Q4 | $1.05M | Sell |
5,898
-541
| -8% | -$95.9K | 0.2% | 70 |
|
|
2018
Q3 | $1.08M | Buy |
6,439
+38
| +0.6% | +$6.09K | 0.2% | 71 |
|
|
2018
Q2 | $1M | Sell |
6,401
-133
| -2% | -$21.6K | 0.2% | 72 |
|
|
2018
Q1 | $1.02M | Sell |
6,534
-361
| -5% | -$59.4K | 0.23% | 59 |
|
|
2017
Q4 | $1.19M | Buy |
6,895
+332
| +5% | +$55.8K | 0.31% | 47 |
|
|
2017
Q3 | $1.03M | Buy |
6,563
+6,522
| +15,907% | +$1.02M | 0.31% | 45 |
|
|
2017
Q2 | $6K | Buy |
+41
| New | +$5.93K | ﹤0.01% | 87 |
|
Other funds holding MCD
Wealthcare Advisory Partners's MCD Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its McDonald's (MCD) stake by 23% in Q2 2026, selling an estimated $778K and leaving 9,143 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #310.
Wealthcare Advisory Partners first reported a position in MCD in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.69M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Wealthcare Advisory Partners held 9,143 shares of McDonald's worth $2.47M as of Q2 2026.
- Wealthcare Advisory Partners sold 2,714 McDonald's shares in Q2 2026, an estimated $778K.
- McDonald's made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #310 holding.
- Wealthcare Advisory Partners first reported a position in McDonald's in Q2 2017 and has held it in 37 quarters since.
- Wealthcare Advisory Partners's McDonald's position peaked at $3.69M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.