Zinnia Wealth Advisory’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Other funds holding MCD
Zinnia Wealth Advisory's MCD Position: Q2 2026 in Review
Zinnia Wealth Advisory increased its McDonald's (MCD) stake by 25% in Q2 2026, buying an estimated $106K and bringing the position to 1,845 shares worth $499K. The position accounts for 0.51% of the portfolio, ranked #43.
Zinnia Wealth Advisory first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Zinnia Wealth Advisory held 1,845 shares of McDonald's worth $499K as of Q2 2026.
- Zinnia Wealth Advisory bought 368 McDonald's shares in Q2 2026, an estimated $106K.
- McDonald's made up 0.51% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #43 holding.
- Zinnia Wealth Advisory first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
- 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.