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Wellspring Financial Advisors’s McDonald's MCD Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-743
Closed -$231K – 300
2026
Q1 		$231K Sell
743
-100
-12% -$31.9K 0.02% 249
2025
Q4 		$258K Buy
+843
New +$258K 0.02% 226
2023
Q1 		– Sell
-786
Closed -$207K – 129
2022
Q4 		$207K Buy
+786
New +$207K 0.07% 104

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

Wellspring Financial Advisors's MCD Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 743 shares — an estimated $231K sold.

Wellspring Financial Advisors first reported a position in MCD in Q4 2022 and held it in 3 quarters. The position peaked at $258K in Q4 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 743 McDonald's shares in Q2 2026, an estimated $231K.
  • Wellspring Financial Advisors first reported a position in McDonald's in Q4 2022 and held it in 3 quarters.
  • Wellspring Financial Advisors's McDonald's position peaked at $258K in Q4 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.