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Wealthquest’s McDonald's MCD Stock Holding History

Wealthquest’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 		$877K Hold
3,245
– – 0.06% 68
2026
Q1 		$1.01M Buy
3,245
+218
+7% +$69.5K 0.07% 57
2025
Q4 		$925K Buy
+3,027
New +$927K 0.07% 58
2025
Q3 		– Sell
-2,429
Closed -$710K – 98
2025
Q2 		$710K Sell
2,429
-86
-3% -$26.5K 0.06% 63
2025
Q1 		$785K Sell
2,515
-82
-3% -$24.5K 0.07% 57
2024
Q4 		$753K Buy
2,597
+29
+1% +$8.65K 0.06% 60
2024
Q3 		$778K Buy
2,568
+4
+0.2% +$1.1K 0.07% 63
2024
Q2 		$653K Buy
2,564
+1
+0% +$265 0.07% 65
2024
Q1 		$723K Sell
2,563
-69
-3% -$20.1K 0.08% 61
2023
Q4 		$780K Sell
2,632
-51
-2% -$13.9K 0.09% 64
2023
Q3 		$707K Buy
2,683
+213
+9% +$60.7K 0.09% 65
2023
Q2 		$737K Sell
2,470
-96
-4% -$27.9K 0.09% 60
2023
Q1 		$718K Sell
2,566
-65
-2% -$17.4K 0.09% 63
2022
Q4 		$694K Hold
2,631
– – 0.09% 64
2022
Q3 		$607K Sell
2,631
-11
-0.4% -$2.81K 0.08% 66
2022
Q2 		$652K Sell
2,642
-414
-14% -$102K 0.1% 63
2022
Q1 		$819K Hold
3,056
– – 0.13% 61
2021
Q4 		$819K Buy
3,056
+300
+11% +$75.7K 0.13% 61
2021
Q3 		$664K Sell
2,756
-12
-0.4% -$2.86K 0.11% 63
2021
Q2 		$639K Buy
2,768
+112
+4% +$26.1K 0.11% 66
2021
Q1 		$595K Buy
2,656
+132
+5% +$28.2K 0.11% 69
2020
Q4 		$541K Buy
2,524
+23
+0.9% +$5K 0.12% 70
2020
Q3 		$549K Sell
2,501
-200
-7% -$41.1K 0.14% 62
2020
Q2 		$498K Buy
+2,701
New +$495K 0.13% 65
2019
Q4 		$343K Sell
1,736
-297
-15% -$58.9K 0.1% 93
2019
Q3 		$436K Sell
2,033
-78
-4% -$16.7K 0.15% 85
2019
Q2 		$438K Buy
2,111
+301
+17% +$59.6K 0.17% 84
2019
Q1 		$343K Buy
1,810
+202
+13% +$36.7K 0.13% 88
2018
Q4 		$285K Buy
+1,608
New +$285K 0.12% 99

Other funds holding MCD

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Wealthquest's MCD Position: Q2 2026 in Review

Wealthquest held its McDonald's (MCD) position steady in Q2 2026 at 3,245 shares worth $877K. The position accounts for 0.06% of the portfolio, ranked #68.

Wealthquest first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.01M in Q1 2026. 1,262 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wealthquest held 3,245 shares of McDonald's worth $877K as of Q2 2026.
  • Wealthquest left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.06% of Wealthquest's portfolio in Q2 2026, its #68 holding.
  • Wealthquest first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
  • Wealthquest's McDonald's position peaked at $1.01M in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.