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Wedmont Private Capital’s McDonald's MCD Stock Holding History

Wedmont Private Capital’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 		$1.63M Sell
5,942
-2,706
-31% -$776K 0.04% 232
2026
Q1 		$2.65M Buy
8,648
+720
+9% +$229K 0.09% 135
2025
Q4 		$2.41M Buy
7,928
+177
+2% +$54.2K 0.08% 142
2025
Q3 		$2.3M Buy
7,751
+300
+4% +$91.3K 0.09% 138
2025
Q2 		$2.18M Buy
7,451
+221
+3% +$68.1K 0.09% 133
2025
Q1 		$2.24M Buy
7,230
+1,105
+18% +$331K 0.11% 101
2024
Q4 		$1.73M Buy
6,125
+510
+9% +$152K 0.09% 134
2024
Q3 		$1.69M Buy
5,615
+442
+9% +$122K 0.1% 127
2024
Q2 		$1.31M Sell
5,173
-645
-11% -$171K 0.08% 153
2024
Q1 		$1.57M Buy
5,818
+353
+6% +$103K 0.11% 112
2023
Q4 		$1.6M Buy
5,465
+188
+4% +$51.2K 0.13% 100
2023
Q3 		$1.32M Buy
5,277
+6
+0.1% +$1.71K 0.13% 99
2023
Q2 		$1.55M Buy
5,271
+798
+18% +$232K 0.17% 85
2023
Q1 		$1.27M Buy
4,473
+534
+14% +$143K 0.17% 86
2022
Q4 		$1.06M Buy
3,939
+444
+13% +$117K 0.16% 94
2022
Q3 		$806K Buy
3,495
+928
+36% +$237K 0.16% 101
2022
Q2 		$634K Buy
2,567
+559
+28% +$138K 0.14% 117
2022
Q1 		$496K Sell
2,008
-213
-10% -$53.1K 0.11% 144
2021
Q4 		$580K Buy
+2,221
New +$561K 0.18% 97

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedmont Private Capital's MCD Position: Q2 2026 in Review

Wedmont Private Capital reduced its McDonald's (MCD) stake by 31% in Q2 2026, selling an estimated $776K and leaving 5,942 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #232.

Wedmont Private Capital first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q1 2026. 1,186 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wedmont Private Capital held 5,942 shares of McDonald's worth $1.63M as of Q2 2026.
  • Wedmont Private Capital sold 2,706 McDonald's shares in Q2 2026, an estimated $776K.
  • McDonald's made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #232 holding.
  • Wedmont Private Capital first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's McDonald's position peaked at $2.65M in Q1 2026.
  • 1,186 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.