Wealthcare Capital Partners’s McDonald's MCD Stock Holding History

Wealthcare Capital Partners’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	$311K	Sell	1,150 -35	-3%	-$10K	0.13%	128
2026 Q1	$368K	Buy	1,185 +8	+0.7%	+$2.55K	0.17%	107
2025 Q4	$360K	Sell	1,177 -138	-10%	-$42.3K	0.17%	108
2025 Q3	$400K	Sell	1,315 -2	-0.2%	-$609	0.18%	102
2025 Q2	$385K	Buy	1,317 +25	+2%	+$7.71K	0.19%	92
2025 Q1	$404K	Sell	1,292 -35	-3%	-$10.5K	0.21%	79
2024 Q4	$385K	Buy	+1,327	New	+$396K	0.2%	80

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthcare Capital Partners's MCD Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its McDonald's (MCD) stake by 3% in Q2 2026, selling an estimated $10K and leaving 1,150 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #128.

Wealthcare Capital Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Wealthcare Capital Partners held 1,150 shares of McDonald's worth $311K as of Q2 2026.
Wealthcare Capital Partners sold 35 McDonald's shares in Q2 2026, an estimated $10K.
McDonald's made up 0.13% of Wealthcare Capital Partners's portfolio in Q2 2026, its #128 holding.
Wealthcare Capital Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's McDonald's position peaked at $404K in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.