4WM
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44 Wealth Management’s McDonald's MCD Stock Holding History

44 Wealth 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 		$2.21M Sell
8,181
-281
-3% -$80.6K 0.73% 38
2026
Q1 		$2.63M Sell
8,462
-123
-1% -$39.2K 0.92% 30
2025
Q4 		$2.62M Sell
8,585
-486
-5% -$149K 0.88% 30
2025
Q3 		$2.76M Sell
9,071
-159
-2% -$48.4K 0.94% 21
2025
Q2 		$2.7M Sell
9,230
-435
-5% -$134K 0.96% 24
2025
Q1 		$3.02M Sell
9,665
-64
-0.7% -$19.1K 1.13% 18
2024
Q4 		$2.82M Sell
9,729
-279
-3% -$83.2K 1.08% 19
2024
Q3 		$2.99M Buy
+10,008
New +$2.76M 1.05% 20
2023
Q2 		– Sell
-8,237
Closed -$2.3M – 175
2023
Q1 		$2.3M Buy
8,237
+435
+6% +$117K 0.78% 35
2022
Q4 		$2.06M Buy
7,802
+1,082
+16% +$285K 0.71% 38
2022
Q3 		$1.55M Buy
6,720
+574
+9% +$147K 0.64% 46
2022
Q2 		$1.52M Buy
6,146
+445
+8% +$110K 0.59% 48
2022
Q1 		$1.41M Buy
5,701
+1,203
+27% +$300K 0.51% 53
2021
Q4 		$1.21M Buy
4,498
+295
+7% +$74.5K 0.42% 63
2021
Q3 		$1.01M Buy
4,203
+91
+2% +$21.7K 0.39% 67
2021
Q2 		$950K Buy
4,112
+1,415
+52% +$329K 0.37% 70
2021
Q1 		$605K Sell
2,697
-508
-16% -$109K 0.25% 88
2020
Q4 		$688K Buy
+3,205
New +$697K 0.31% 76

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

44 Wealth Management's MCD Position: Q2 2026 in Review

44 Wealth Management reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $80.6K and leaving 8,181 shares worth $2.21M. The position accounts for 0.73% of the portfolio, ranked #38.

44 Wealth Management first reported a position in MCD in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.02M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • 44 Wealth Management held 8,181 shares of McDonald's worth $2.21M as of Q2 2026.
  • 44 Wealth Management sold 281 McDonald's shares in Q2 2026, an estimated $80.6K.
  • McDonald's made up 0.73% of 44 Wealth Management's portfolio in Q2 2026, its #38 holding.
  • 44 Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's McDonald's position peaked at $3.02M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.