Western Wealth Management’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 | $5.85M | Sell |
21,643
-64
| -0.3% | -$18.4K | 0.19% | 109 |
|
|
2026
Q1 | $6.75M | Buy |
21,707
+2,991
| +16% | +$953K | 0.26% | 72 |
|
|
2025
Q4 | $5.72M | Buy |
18,716
+38
| +0.2% | +$11.6K | 0.26% | 67 |
|
|
2025
Q3 | $5.68M | Buy |
18,678
+453
| +2% | +$138K | 0.3% | 63 |
|
|
2025
Q2 | $5.32M | Buy |
18,225
+143
| +0.8% | +$44.1K | 0.32% | 63 |
|
|
2025
Q1 | $5.65M | Sell |
18,082
-2,621
| -13% | -$784K | 0.37% | 52 |
|
|
2024
Q4 | $6M | Buy |
20,703
+703
| +4% | +$210K | 0.32% | 63 |
|
|
2024
Q3 | $6.09M | Buy |
20,000
+3,103
| +18% | +$855K | 0.35% | 55 |
|
|
2024
Q2 | $4.31M | Sell |
16,897
-2,411
| -12% | -$640K | 0.32% | 63 |
|
|
2024
Q1 | $5.44M | Buy |
19,308
+3,729
| +24% | +$1.08M | 0.42% | 50 |
|
|
2023
Q4 | $4.62M | Buy |
15,579
+81
| +0.5% | +$22K | 0.33% | 61 |
|
|
2023
Q3 | $4.08M | Sell |
15,498
-531
| -3% | -$151K | 0.35% | 58 |
|
|
2023
Q2 | $4.78M | Sell |
16,029
-74
| -0.5% | -$21.5K | 0.41% | 46 |
|
|
2023
Q1 | $4.5M | Buy |
16,103
+511
| +3% | +$137K | 0.42% | 48 |
|
|
2022
Q4 | $4.11M | Sell |
15,592
-12,684
| -45% | -$3.35M | 0.42% | 50 |
|
|
2022
Q3 | $6.6M | Buy |
28,276
+4,259
| +18% | +$1.09M | 0.38% | 51 |
|
|
2022
Q2 | $5.93M | Sell |
24,017
-3,059
| -11% | -$753K | 0.34% | 63 |
|
|
2022
Q1 | $6.7M | Buy |
27,076
+13,035
| +93% | +$3.25M | 0.33% | 65 |
|
|
2021
Q4 | $3.76M | Buy |
+14,041
| New | +$3.55M | 0.37% | 52 |
|
|
2021
Q2 | $3.34M | Buy |
14,469
+1,279
| +10% | +$298K | 0.34% | 63 |
|
|
2021
Q1 | $2.96M | Buy |
13,190
+601
| +5% | +$129K | 0.4% | 54 |
|
|
2020
Q4 | $2.7M | Buy |
12,589
+1,375
| +12% | +$299K | 0.4% | 53 |
|
|
2020
Q3 | $2.46M | Buy |
11,214
+250
| +2% | +$51.3K | 0.4% | 47 |
|
|
2020
Q2 | $2.02M | Buy |
10,964
+1,732
| +19% | +$318K | 0.37% | 57 |
|
|
2020
Q1 | $1.52M | Buy |
9,232
+342
| +4% | +$67.4K | 0.35% | 67 |
|
|
2019
Q4 | $1.76M | Sell |
8,890
-846
| -9% | -$168K | 0.27% | 87 |
|
|
2019
Q3 | $2.09M | Sell |
9,736
-111
| -1% | -$23.8K | 0.43% | 52 |
|
|
2019
Q2 | $2.05M | Sell |
9,847
-354
| -3% | -$70.1K | 0.27% | 79 |
|
|
2019
Q1 | $1.94M | Buy |
10,201
+118
| +1% | +$21.4K | 0.43% | 51 |
|
|
2018
Q4 | $1.78M | Buy |
+10,083
| New | +$1.79M | 0.48% | 41 |
|
Other funds holding MCD
Western Wealth Management's MCD Position: Q2 2026 in Review
Western Wealth Management reduced its McDonald's (MCD) stake by 0.29% in Q2 2026, selling an estimated $18.4K and leaving 21,643 shares worth $5.85M. The position accounts for 0.19% of the portfolio, ranked #109.
Western Wealth Management first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.75M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Western Wealth Management held 21,643 shares of McDonald's worth $5.85M as of Q2 2026.
- Western Wealth Management sold 64 McDonald's shares in Q2 2026, an estimated $18.4K.
- McDonald's made up 0.19% of Western Wealth Management's portfolio in Q2 2026, its #109 holding.
- Western Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's McDonald's position peaked at $6.75M in Q1 2026.
- 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.