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World Equity Group’s McDonald's MCD Stock Holding History

World Equity Group’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 		$1.6M Sell
5,926
-180
-3% -$51.6K 0.36% 58
2026
Q1 		$1.9M Buy
6,106
+256
+4% +$81.6K 0.49% 38
2025
Q4 		$1.79M Sell
5,850
-26
-0.4% -$7.96K 0.5% 37
2025
Q3 		$1.79M Sell
5,876
-6,170
-51% -$1.88M 0.41% 53
2025
Q2 		$3.52M Buy
12,046
+5,900
+96% +$1.82M 0.96% 19
2025
Q1 		$1.91M Sell
6,146
-5,276
-46% -$1.58M 0.55% 39
2024
Q4 		$3.31M Buy
11,422
+5,492
+93% +$1.64M 0.71% 36
2024
Q3 		$1.81M Sell
5,930
-216
-4% -$59.5K 0.65% 38
2024
Q2 		$1.57M Sell
6,146
-6,078
-50% -$1.61M 0.47% 58
2024
Q1 		$3.45M Sell
12,224
-362
-3% -$105K 0.71% 31
2023
Q4 		$3.73M Buy
12,586
+1,054
+9% +$287K 0.75% 27
2023
Q3 		$3.04M Buy
11,532
+5,796
+101% +$1.65M 0.63% 30
2023
Q2 		$1.71M Buy
+5,736
New +$1.67M 0.5% 45
2023
Q1 		– Sell
-6,351
Closed -$1.67M – 559
2022
Q4 		$1.67M Buy
6,351
+1,307
+26% +$345K 0.4% 71
2022
Q3 		$1.16M Sell
5,044
-8
-0.2% -$2.04K 0.29% 87
2022
Q2 		$1.25M Buy
5,052
+2,257
+81% +$556K 0.31% 89
2022
Q1 		$691K Buy
+2,795
New +$696K 0.15% 169

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

World Equity Group's MCD Position: Q2 2026 in Review

World Equity Group reduced its McDonald's (MCD) stake by 2.9% in Q2 2026, selling an estimated $51.6K and leaving 5,926 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #58.

World Equity Group first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.73M in Q4 2023. 805 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • World Equity Group held 5,926 shares of McDonald's worth $1.6M as of Q2 2026.
  • World Equity Group sold 180 McDonald's shares in Q2 2026, an estimated $51.6K.
  • McDonald's made up 0.36% of World Equity Group's portfolio in Q2 2026, its #58 holding.
  • World Equity Group first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's McDonald's position peaked at $3.73M in Q4 2023.
  • 805 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.