WAM
MCD icon

Worth Asset Management’s McDonald's MCD Stock Holding History

Worth Asset Management’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
-1,150
Closed -$357K – 230
2026
Q1 		$357K Buy
+1,150
New +$366K 0.13% 133
2023
Q3 		– Sell
-151
Closed -$45.1K – 277
2023
Q2 		$45.1K Buy
151
+111
+278% +$32.2K 0.03% 191
2023
Q1 		$11.2K Hold
40
– – 0.01% 312
2022
Q4 		$10.5K Hold
40
– – 0.01% 298
2022
Q3 		$9K Hold
40
– – 0.01% 282
2022
Q2 		$10K Hold
40
– – 0.01% 348
2022
Q1 		$10K Buy
+40
New +$9.96K 0.01% 348

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

Worth Asset Management's MCD Position: Q2 2026 in Review

Worth Asset Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,150 shares — an estimated $357K sold.

Worth Asset Management first reported a position in MCD in Q1 2022 and held it in 7 quarters. The position peaked at $357K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Worth Asset Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Worth Asset Management sold 1,150 McDonald's shares in Q2 2026, an estimated $357K.
  • Worth Asset Management first reported a position in McDonald's in Q1 2022 and held it in 7 quarters.
  • Worth Asset Management's McDonald's position peaked at $357K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.